By Craig Hale
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Craig Hale
15 September 2025
Chinese regulators have launched a probe into Nvidia
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China’s market regulator (SAMR) has launched a probe into Nvidia
It alludes to violations of agreements made during the Mellanox acquisition
Nvidia shares are down 2-3%, the company has not yet responded
China’s State Administration for Market Regulation (SAMR) has accused Nvidia of violating an anti-monopoly law, launching a preliminary probe into the US tech giant.
The violations allege that Nvidia has broken commitments made in 2020 when it acquired Mellanox Technologies for $6.9 billion, however details of the violations have not been shared.
If found guilty, Nvidia could face a fine worth between 1% and 10% of its prior year sales in a market that’s hugely important to it (accounting for around 13% of its total revenue last fiscal year).
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China could move away from Nvidia AI chips quicker than expected after brash ‘addiction’ comments from US Commerce Secretary
Nvidia CEO Jensen Huang says talks with Trump to allow chips into China will take time
China regains access to Nvidia chips after US lifts restrictions
Nvidia could be in trouble in China
The news comes as the US and China prepare for trade talks in Madrid, with chips expected to be central to discussions. China has also launched a discrimination investigation into US chip restrictions, questioning Tencent and ByteDance over their Nvidia H20 chip purchases.
“Recently, after preliminary investigation, Nvidia violated the Antimonopoly Law of the People’s Republic of China and the Announcement of the General Administration of Market Supervision on the Anti-monopoly Review Decision on the Approval of NVIDIA’s Acquisition of the Equity of Mylos Technology Co., Ltd. under Additional Restrictions, and the General Administration of Market Supervision decided to conduct further investigation into it in accordance with the law,” SAMR shared (translated).
Despite ongoing geopolitical tensions between China and the US, Nvidia CEO Jensen Huang has previously advocated for continued chip sales to China, warning that Chinese firms like Huawei could fill the gap and cost the US billions in trade.
As a result, Nvidia has secured a deal with the US government to resume sales to China, at the cost of 15% of its revenue. China-specific H20 chips are still believed to be off sale, but scaled-down Blackwell chips could be approved. The company generated $17 billion in revenue from China alone last fiscal year.
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Nvidia shares dropped 2-3% in pre-market trading following the SAMR announcement. TechRadar Pro has asked Nvidia for a comment, but we did not receive an immediate response.
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With several years’ experience freelancing in tech and automotive circles, Craig’s specific interests lie in technology that is designed to better our lives, including AI and ML, productivity aids, and smart fitness. He is also passionate about cars and the decarbonisation of personal transportation. As an avid bargain-hunter, you can be sure that any deal Craig finds is top value!
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China could move away from Nvidia AI chips quicker than expected after brash ‘addiction’ comments from US Commerce Secretary
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