Bloomberg Intelligence China Orders Companies to Stop Buying Nvidia AI Chip
Sep 17, 2025
Mandeep Singh, Bloomberg Intelligence's Global Head of Technology Research, shares insights on China's directive to halt Nvidia chip purchases, revealing how this move impacts AI chip demand and TikTok's valuation. He discusses the broader effects on technology supply chains and monetization changes driven by AI. Additionally, he connects these developments to shifts in creator earnings and search strategies amid evolving geopolitical landscapes. It's a deep dive into the confluence of tech, policy, and market trends.
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China Revenue Already De‑Risked
- NVIDIA had already de‑risked China revenue in its guidance, so near‑term impact is muted.
- Losing multi‑year China demand would matter over time because it's a ~$50B addressable market growing ~50% annually.
Loss Of Customers Can Be Permanent
- Companies that shift away from NVIDIA GPUs for large model training likely won't return.
- Long‑term strategic decisions by U.S. and Chinese AI leaders could permanently alter vendor relationships.
Data Sensitivity Shapes Chip Politics
- Data sensitivity drives thorny, long‑lasting policy disputes between the U.S. and China.
- That sensitivity makes an easy, durable resolution over chip use unlikely even with high‑level talks.