Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-11-07 04:02Core Viewpoint - Nvidia's attempts to regain access to the Chinese market face significant challenges due to U.S. government restrictions on the sale of its AI chips, particularly the B30A model, which is designed for training large language models [1][3]. Group 1: U.S. Government Restrictions - The Biden administration, continuing the policies of the Trump administration, has implemented strict export controls on semiconductor technology to China, with Nvidia's AI chips being a primary focus [3]. - Despite earlier indications from the Trump administration that sales might be permitted, the White House has now informed federal agencies that Nvidia will not be allowed to sell its latest AI chips to China [1][3]. Group 2: Nvidia's Market Position - Nvidia has reportedly provided samples of the B30A chip to several Chinese clients, but the company is now working to modify the chip's design in hopes of persuading the U.S. government to reconsider its stance [1]. - Nvidia's market share in China has plummeted from 95% to 0%, with the CEO expressing disbelief that such a policy could be seen as beneficial for the U.S. [4]. Group 3: Reactions and Statements - Nvidia's CEO, Jensen Huang, has made several public statements indicating that China is poised to win the AI race due to relaxed regulations and lower energy costs, while criticizing the regulatory environment in the U.S. [5]. - Huang later attempted to clarify his comments, stating that China is only slightly behind the U.S. in AI technology and emphasizing the importance of maintaining U.S. leadership in the field [5].