Nvidia(US:NVDA) Zhong Guo Ji Jin Bao·2025-09-15 09:20Core Viewpoint - Nvidia is under further investigation by China's State Administration for Market Regulation (SAMR) for allegedly violating the Anti-Monopoly Law of the People's Republic of China and the conditions set for its acquisition of Mellanox Technologies [1][3]. Group 1: Investigation Details - The investigation is related to Nvidia's $6.9 billion acquisition of Mellanox, which was approved in April 2020 with specific conditions aimed at addressing competition concerns [3]. - Nvidia had committed to supply its GPU accelerators and Mellanox's high-speed networking equipment to the Chinese market based on fair, reasonable, and non-discriminatory principles [3]. - Recent actions by Nvidia to halt the supply of several GPU accelerator products to China, citing U.S. government export controls, have raised significant dissatisfaction among Chinese enterprises [3]. Group 2: Market Reaction - Following the announcement of the investigation, Nvidia's stock dropped approximately 2% in pre-market trading, which also negatively impacted Nasdaq futures [4].