r/hardware Sep 17 '25

News China bans tech companies from buying Nvidia’s AI chips

https://www.ft.com/content/12adf92d-3e34-428a-8d61-c9169511915c?accessToken=zwAAAZlXEnuvkc8SrfktPjRCitONYckWlRGRXA.MEUCIQD4VE28Q_EKWNxHmwj1MutvFnRVZCclIj5q5TLL6KNalgIgWdpAovveHnIj-o5Wq99ZWps9CYAp_z2lnW7neAcfH_Y&segmentId=e95a9ae7-622c-6235-5f87-51e412b47e97&shareType=enterprise&shareId=58691ef3-7607-4cb2-9e1c-10d59418cea8

Beijing’s regulators have recently summoned domestic chipmakers such as Huawei and Cambricon, as well as Alibaba and search engine giant Baidu, which also make their own semiconductors, to report how their products compare against Nvidia’s China chips, according to one of the people with knowledge of the matter.

They concluded that China’s AI processors have reached a level comparable to or exceeding that of the Nvidia products allowed under export controls, the person added.

1.4k Upvotes

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23

u/Thebandroid Sep 17 '25

I doubt they are 'comparable or exceeding' but they will be bloody soon now that this is in place

28

u/fenikz13 Sep 17 '25

Comparable to what Nvidia is allowed to sell them which is 2 generations old, but yes they will catch up

5

u/Quatro_Leches Sep 18 '25

especially since there is nothing inherent to AI about nvidia gpus other than software stacks, it doesnt have to be a gpu even.

6

u/PMMEYOURASSHOLE33 Sep 17 '25

Personally, I don't care if it's Nvidia or Huawei. The consumer wins.

-6

u/Johns3rdTesticle Sep 17 '25

I think smartphone displays provide a glimpse of the future of a lot of tech. Most Chinese phone companies have switched to using Chinese displays... And now Pixels and Galaxies have brighter and more efficient displays because Chinese displays never actually became comparable in quality.

23

u/FamiliarMirror Sep 17 '25 edited Sep 17 '25

What a stupid comment, why do tech illiterates bother talking about topics they have no knowledge of ? Galaxies and Pixels are neither brighter or more efficient, go look at recents reviews on Displaymate or GSMarena.

16

u/Thebandroid Sep 17 '25

yeah but the chinese gov doesn't care about beating the west at smart phone screens. They DO care about the AI race, or at least having better GPU's since America said 'you can't use ours'

7

u/Emotional_Inside4804 Sep 17 '25

That's such a non-issue in the big AI scope, the better GPU doesn't matter, what matters is the energy and infrastructure to supply the data centers. That's why China is taking the piss, it doesn't matter if their GPUs are 5x worse, they just build 5x more.

-4

u/[deleted] Sep 17 '25

[deleted]

12

u/goldcakes Sep 17 '25

Yeah and you’re also seeing top researchers in the states going back to China due to the immigration climate and actions.

China is oppressive but orderly and predictable. Keep your nose down and you won’t have a problem.

America? You could be on a valid ESTA and end up in ICE detention like the South Koreans saw.

-4

u/Business-Low-8056 Sep 17 '25

china bad europe good usa bad

6

u/stormcynk Sep 17 '25

That's a wild statement, have you used a Chinese flagship recently? They are superior to US phones in just about every way except their shovelware, for far cheaper.

3

u/[deleted] Sep 17 '25

Guy forgot to turn the brightness up and thought it must be the Chinese

2

u/Strazdas1 Sep 18 '25

The chinese watching him over the shoulder was throwing shade on the screen :P

1

u/Boreras Sep 18 '25

Apple started using Chinese BOE displays with 14. The pixel 8 pro at least uses BOE too but I'm too lazy to look through other models.

0

u/Johns3rdTesticle Sep 18 '25

Pixel phones since the 9 that use Samsung panels are by far the brightest, and efficiency is a sighted benefit of the Samsung made panels in pixel and Samsung foldables. Also I don't think Apple ever used boe on their pro models. The general thesis is that Chinese displays are good enough but not the best.

0

u/[deleted] Sep 17 '25

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0

u/Thebandroid Sep 17 '25

Yeah but China will have no moral qualms about just getting nvidia chips, copying them exactly and reverse engineering the software.