China has officially banned its major tech companies from purchasing Nvidia's AI chips, including the RTX Pro 6000D, signaling a strategic shift towards domestic alternatives. This directive, issued by China's Cyberspace Administration (CAC), impacts tech giants like ByteDance and Alibaba.

• The ban came just two months after Nvidia unveiled a China-only AI chip designed to navigate US export restrictions.
• According to the Financial Times report, Chinese regulators believe that homegrown AI chips are now comparable to or superior to the restricted Nvidia versions.
• Nvidia CEO Jensen Huang acknowledged the company can only operate in markets "if the country wants us to be," highlighting the impact of geopolitical factors on its operations.