ByteDance and Alibaba Blocked by Beijing on Nvidia Chips

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Key Takeaways

1Ten Chinese companies, including Alibaba and ByteDance, have received approval from the United States to purchase Nvidia's H200 AI chips.

2Beijing is blocking these purchases to avoid technological dependence on the United States, despite the American authorization.

3The United States is demanding 25% of the revenue from chip sales, which fuels concerns of manipulation in China.

💡Why it matters — Beijing's decision to block purchases highlights the growing tensions between China and the United States in the technology sector.

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Full Analysis

Chinese Giants Held Back by Beijing

Ten major Chinese companies, including heavyweights like Alibaba, Tencent, ByteDance, and JD.com, have recently received approval from the United States to acquire H200 AI chips from Nvidia. This information, revealed by an exclusive report from Reuters, indicates that players like Lenovo and Foxconn have also been approved as distribution partners, with export licenses in hand. Each company is allowed to purchase up to 75,000 chips.

Beijing Blocks Transactions

Despite this opening, no chips have yet been shipped. Secretary of Commerce Howard Lutnick explained that Beijing is blocking these purchases. China aims to protect its domestic chip industry and avoid excessive dependence on the United States. This strategy is part of a broader effort to reduce foreign technological dependencies.

The AI Race and National Stakes

China does not want to lose ground in the global competition for artificial intelligence. Building a robust national infrastructure is crucial, perhaps even more important than developing new models. Although the Chinese chip industry has made recent progress, it still suffers from supply shortages, and the performance of Chinese chips remains inferior to that of their American counterparts.

Financial and Political Implications

Jensen Huang, CEO of Nvidia, visited Beijing with President Trump to promote this deal. However, the United States demands 25% of the sales revenue from these chips, raising concerns in China. This requirement could involve importing the chips from the United States, fueling fears of potential manipulations.

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