China has launched an antitrust investigation against Nvidia for potentially violating acquisition conditions, coinciding with a U.S.-China TikTok deal framework. The probe intensifies pressure on Washington and showcases Beijing’s chip self-sufficiency goals. Nvidia’s acquisition of Mellanox Technologies in 2020 is under scrutiny for failing to maintain chip supply commitments. U.S. export controls have restricted Nvidia’s AI chip sales in China since 2022, complicating compliance. Despite a brief clearance in July, Nvidia’s H20 chip sales were suspended by Chinese regulators due to cybersecurity concerns. Nvidia shares dipped 1% amid the probe, highlighting the challenges of navigating export restrictions and regulatory demands. Treasury Secretary Scott Bessent confirmed a TikTok agreement post-U.S.-China trade talks in Madrid, ahead of a Sept. 17 ban deadline.

Source: Matthew Kerr, Quiver Data Analyst
Posted: 10 hours ago / Sept. 15, 2025 2:45 p.m. UTC

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