🚫Express for people holding NVIDIA shares: China orders NVIDIA ban

🚫 The Latest Situation: China Orders Nvidia Ban

On September 17, 2025, media reported that the China Cyberspace Administration (CAC) has ordered leading Chinese technology companies such as ByteDance and Alibaba to stop testing and cancel orders for the RTX Pro 6000D version of the Nvidia chip. This decision is part of China's efforts to reduce its dependence on technology from the US and promote the domestic semiconductor industry.

💬 Comment from CEO: Jensen Huang

Nvidia CEO Jensen Huang said at a press conference in London, "I am disappointed by what happened," adding that "we can only serve the market if that country needs us." He also described business relations in China as a "rollercoaster" because of the volatility and uncertainty caused by political and trade tensions between the US and China.

📉 Impact on the stock market

After news of the ban came out, Nvidia's shares fell about 3 percent, closing at $171.61 U.S. On September 17, 2025, analysts warned. The ban from China could affect Nvidia's revenue in the short and long term.

🌐 The importance of the Chinese market.

The Chinese market is of great importance to Nvidia, especially in the field of AI and high-performance computing (HPC). China is a large and fast-growing market for Nvidia chips. This loss of market may affect the company's growth in the future.

🔄 Nvidia guidelines.

Nvidia remains committed to serving the global market. Despite facing challenges from US export controls and a ban from China, the company is looking for expansion opportunities in other markets such as the UK by investing £500m in NScale to strengthen its AI infrastructure in the UK.

📈 Investor Advice

The ban from China is a major challenge for Nvidia, but the company still has growth potential in other markets. Investors should closely monitor the situation and consider factors such as the ability to expand the market and the development of new products before making an investment decision.

🔍 Summary

China's ban is a major event for Nvidia and the technology industry as a whole. Despite facing challenges, Nvidia remains committed to expanding its business in other markets and developing new products to accommodate the growing demand in AI.