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Publisher: Painting Elliot
Huang Renxun managed to persuade Trump to open the Chinese market again, but because Trump declared his failure, the CEO of American companies put forward new ideas to Trump.
After China launched an antitrust investigation into Nvidia, Huang Renxun finally responded publicly.
This giant company in the chip field may have to withdraw from the Chinese market?
Meanwhile, the U.S. media said that Trump left the United States losing its only advantage over China.
Preliminary
In September 2025, a notice broke the balance of the technology game between China and the United States. Chinese regulatory authorities asked domestic technology companies to completely stop purchasing Nvidia artificial intelligence chips.
This is not an individual behavior of a certain company, but a top-down systematic adjustment that directly pushed Nvidia to the forefront.
Meanwhile, the U.S. media rarely pointed to its own government, criticizing the Trump administration's repeated policy "his own hands defeated the only advantage of the United States in the field of chips", and at the moment of increasing global science and technology competition, the Sino-U.S. chip war is marking a far-reaching turn.
After a nine-month investigation, China decided that NVIDIA violated the anti-monopoly law in China, and then took further regulatory measures. Immediately after, news came that China had asked several Internet companies to stop buying NVIDIA products, and even some orders were cancelled. This was like the first time for NVIDIA to rely heavily on the Chinese market. Know that China is not only the world’s largest consumer market for chips, but also the region with the fastest expansion of artificial intelligence and data centers. Lost here, NVIDIA’s growth story will be difficult to sustain.
Instead of pointing the finger at Washington, which really put him in trouble, Huang expressed "disappointment" with China. He said that he is like "riding a roller coaster" every day, and market fluctuations and policy changes make Nvidia's business prospects confusing.He also stressed that he would firmly support the U.S. in resolving “geopolitical issues,” even if Trump himself asked him, he would answer.
Amodi's words are not unreasonable. Nvidia has cooperated with China for decades, but because of the so-called "national security" of American politicians, the cooperation was once interrupted. Now the Chinese market is a hot cake. Once someone goes out, someone will fill the vacancy immediately. After being cheated by the United States once before, it has been taking the route of independent innovation, which makes the United States ban Chinese politicians now, and it can't help it. In the final analysis, American politicians are now in a trance. They really have nothing to do with China.
Prior to the opening of this visit to China, Yuan Ying-Long has publicly stated that any country that wants to get the H20 of Nvidia must undergo strict control!
But in contrast, Trump recently eased AI chip controls in the Middle East, and, of course, everyone understands that Trump’s intention is to get those trillions of dollars in investments in the Middle East, but U.S. companies are still concerned that China could get U.S. cutting-edge technology through the Middle East.
But in fact, the U.S. sold to the Middle East H20 is the cutting edition, its performance is only 20% of H100, and now Huawei chip in the technical level has not been much worse than the H20 chip cutting edition chip, but including NVIDIA and other enterprises, is still afraid that China will use this cutting edition H20, to develop a more advanced chip.
A political orphan.
This chip, destined to be a tragedy from the beginning of its birth, is a deformed product, crushed by the head of American unilateralism and the iron barrel of Chinese national security, and eventually turned into a "political orphan" without anyone.
Its root lies in the Trump administration's capricious and changing policies. In April this year, Washington issued an order banning Nvidia's H20 chips from being exported to China. But not long after, in July, the policy made another 180-degree turn, indicating that it could be sold.
But behind this “allowance” is an extremely humiliating clause: NVIDIA must pay 15 percent of its sales to the U.S. government in the form of a “chip tax.”
This unstable policy not only makes enterprises like NVIDIA unsuitable, but also directly adds to the cost of products and the huge uncertainty.
On the other side of the ocean, China's security barriers to its construction are also becoming stronger and stronger.U.S. lawmakers have publicly proposed that monitoring modules be installed for all chips exported to China.
This kind of remark has undoubtedly planted a huge trust bomb in the hearts of Chinese customers. Who dares to put their core data on this kind of chip that may be monitored?
More importantly, China's Data Security Law and Cybersecurity Law regulations clearly require that critical data must be processed within the country.This paves the way for the application of domestic chip from the top level of design, indirectly announcing the departure of such uncertain external products.
In the end, Chinese officials issued a final ruling on Nvidia's products that were "unsafe, unenvironmentally friendly, and unadvanced". This is not only a negation at the technical level, but also a complete closure of the door at the political trust level. Nvidia was caught in the middle, unflattering at both ends, and fell into an embarrassing dilemma.
An unexpected industrial catalysis
The breakdown of Nvidia's chip supply, for the Chinese chip industry, is not simply so simple as "replacement".It is more like a potent catalyst, stimulating China to accelerate the exploration of a brand new, bypassing the blockade of single-point technology, objectively pushed the old paradigm of the global AI computing pattern.
Huawei’s Lift 910B is a best example. In critical Chinese recognition capabilities, its performance has surpassed the A100 that was once Nvidia’s legendary brand. Another company, the MLU370 chip’s energy efficiency ratio is also superior to Nvidia’s H20. This proves that the domestic chip has already had a positive competition in hard strength.
The market reacted most honestly. In the capital market, Cambrian's revenue in the first half of this year increased by an astonishing 4347% year-on-year, and the share price of Haiguang Information also doubled.
This is backed by the strong support of real gold and silver orders and market confidence. In specific areas such as government, finance, domestic chip market share has quietly broken 40%.
The more far-reaching impact lies in the "starting a new stove" of the technical route. Faced with the blockade of top single chips by the United States, China did not fall into the quagmire of passive catch-up. Instead, it took a unique approach and proposed the concept of "cluster collaboration" to directly challenge the technical standard of "single-chip computing power is king" led by Nvidia.
conclusion
The "Lingqu" interconnection protocol launched by Huawei can connect thousands of ordinary domestic chips into a huge super computing platform. This new idea of "not relying on single-point spelling and collaboration" has greatly reduced the dependence on the top single chip and opened up a new imagination space for the development of computing power.