能不影响股价么？不太可能。

China has reportedly prohibited its major technology companies from purchasing Nvidia's advanced AI chips, including the newly released RTX Pro 6000D and previously restricted models like the H20

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Exclusive: China bans foreign AI chips from state-funded data centres, sources say

By Reuters

November 5, 20254:28 AM PSTUpdated November 5, 2025

 

 

 

 

 

 

• Summary
• Companies

• Order likely to affect U.S. chipmakers Nvidia, AMD, Intel
• Beijing trying to cultivate domestic AI chipmakers like Huawei
• U.S. has tried to use AI chips as leverage in China trade talks
• China and the U.S. on spending spree to expand AI infrastructure

Nov 5 (Reuters) - The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made artificial intelligence chips, two sources familiar with the matter told Reuters.

In recent weeks, Chinese regulatory authorities have ordered such data centres that are less than 30% complete to remove all installed foreign chips, or cancel plans to purchase them, while projects in a more advanced stage will be decided on a case-by-case basis, the sources said.

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This directive, issued by China's internet regulator, reflects a broader push for technological self-sufficiency and growing confidence in domestic chip production. The ban follows a pattern of escalating restrictions and is intended to sideline foreign hardware, particularly in state-funded projects, and to strengthen China's own semiconductor industry. 

• Scope of the ban: The ban specifically targets Nvidia's chips and has been extended to include chips like the RTX Pro 6000D, which was designed for the Chinese market. It also targets chips like the H20, which were previously subject to U.S. export restrictions and a related Chinese advisory.
• Reasons for the ban:
  • Technological independence: The ban is part of China's strategy to reduce its reliance on foreign technology and to develop its own robust domestic AI hardware sector.
  • Confidence in domestic alternatives:Beijing reportedly believes that its domestically produced chips are now performing on par with the Nvidia chips that are permitted under existing export controls.
  • National security concerns: The move is also framed by China as a necessary step to protect national security and data sovereignty.
• Impact on tech companies: Major Chinese firms, such as ByteDance and Alibaba, have reportedly been told to cease testing and ordering these specific Nvidia chips. This directive is a significant escalation from previous guidance that encouraged the use of domestic alternatives.