China has issued a comprehensive ban requiring all data centers that receive state and government financial support not to use any foreign AI chips. NVIDIA, AMD, and Intel are all listed here, including their special versions for China, such as H20 and MI308, as well as those that flow into China from special channels, such as H200, B200, etc.
Furthermore, this ban not only includes data centers that are still being planned, but also those that have already entered construction and installation. If the completion rate does not exceed 30%, the existing foreign AI chips must be removed and replaced with domestic products, including Huawei, Cambrian, Biren Technology, Moore Thread, Lisuan Technology, etc.
If an enterprise builds its own data center and does not rely on state support, it is still free to choose foreign or domestic AI products. However, more and more enterprises will inevitably choose domestic independent solutions, which will greatly promote the in-depth maturity of domestic substitution.
This also completely ruined the possibility of NVIDIA making a comeback in China. Prior to this, NVIDIA once occupied as much as 90% of China's AI acceleration chips, but now it has basically dropped to zero.
Although Huang Renxun has been actively working on it, on the one hand, the United States does not sell it, and on the other hand, China does not buy it. Don’t think about it anymore.
U.S. President Trump has made it clear that he is not prepared to open sales of NVIDIA Blackwell GPUs to China.
U.S. Treasury Secretary Bessent even said that Blackwell GPUs will only be sold to China when they are two, three or even four generations behind.
Data shows that China has invested more than US$100 billion in AI infrastructure projects in the past two years, most of which are consistent with provincial or national data sovereignty goals.