“China Bans Nvidia: Choosing Pain Today for Power Tomorrow”, ForPol India, September 26, 2025:
“When Beijing ordered its top tech firms Alibaba, ByteDance, Tencent, and Baidu to stop buying Nvidia’s AI chips, the move sparked headlines across the world. Critics in the West rushed to call it “self-sabotage,” pointing out that Nvidia’s GPUs remain unmatched for training large-scale AI models. But look past the noise, and you’ll see a very different story: this ban in China, is less about cutting off foreign technology, and more about ensuring China’s future isn’t held hostage by it.
A Market of Dependency
The numbers tell the story. Nvidia controls around 80% of the global AI chip market, and China accounts for nearly 20–25% of Nvidia’s annual sales, roughly $10–12 billion in 2023 alone. Every new data centre in Shenzhen or Hangzhou has been powered by Nvidia silicon. This dependency was never sustainable.
Add to this the reality of U.S. sanctions. Since 2022, Washington has tightened restrictions on high-performance chips likeNvidia’s A100 and H100, citing national security. In response, Nvidia offered China “downgraded” versions such as the H20. Even then, Beijing’s regulators began warning that these chips could not be trusted for sensitive infrastructure. In effect, China was forced into a corner: accept limited, potentially compromised hardware, or chart its own course…….”
Read the full article at Forpolindia.com
