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Compute Economics & GeopoliticsChinese regulators

China reportedly tells companies to stop buying Nvidia AI chips

Reportedly ordered domestic companies to stop buying Nvidia AI chips

Why it matters

The first reversal in the direction of controls — a block on the demand side

Source — Primary sources first; secondary reports are labelled “Press”

Pressbloomberg.comhttps://www.bloomberg.com/news/articles/2025-09-17/china-tells-companies-to-stop-buying-nvidia-s-repurposed-ai-chip

Added in Week 35, 2026 · See that week

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