Nvidia(US:NVDA) Xin Lang Cai Jing·2025-11-07 06:23Core 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 focal point of these restrictions [3][4]. - 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][3]. - The company's market share in China has plummeted from 95% to 0%, with CEO Jensen Huang stating that Nvidia has effectively exited the Chinese market [4][5]. Group 3: Reactions and Future Outlook - Huang has expressed concerns that U.S. policies are detrimental, leading to the loss of access to one of the largest markets globally, and he has indicated a desire to sell Nvidia chips to Chinese customers in the future [4][5]. - In recent statements, Huang has acknowledged that China is rapidly advancing in AI technology, suggesting that the country could surpass the U.S. in this field due to favorable regulatory and cost conditions [5].