Nvidia CEO Jensen Huang says he was “disappointed” after The Financial Times reported that China has banned Chinese companies from using Nvidia's RTX Pro 6000D
LONDON — Nvidia CEO Jensen Huang has weighed in on the chipmaker's struggles in China after a report claimed the country has banned its AI semiconductors.
Context & Ripple Effects
Nvidia’s China strategy was already constrained by U.S. export rules: Huang said the company would leave China out of its revenue and profit forecasts, while arguing those controls had helped strengthen Chinese rivals. The reported direction on the RTX Pro 6000D suggests the company’s China-specific product path faces pressure from both sides.
The same-day reporting said Chinese companies including ByteDance and Alibaba were told to stop testing and ordering the RTX Pro 6000D, extending earlier guidance that had focused on Nvidia’s H20.
First-order effects
- Chinese customers covered by the reported instruction would halt RTX Pro 6000D evaluation and purchases, immediately narrowing Nvidia’s addressable demand in China.
- Nvidia must manage customer uncertainty around a product designed for that market, even as Huang publicly registers disappointment with the reported action.
Second-order effects
- Chinese AI buyers that had planned around the RTX Pro 6000D would need to redirect procurement and software-validation work toward alternative hardware platforms.
- The move reinforces the commercial opening for domestic suppliers that Huang said had gained ground as export restrictions reshaped the market.
Third-order effects
- If China continues restricting tailored Nvidia products, export-compliant chip design may no longer provide a durable route into the market; access will depend on both U.S. rules and Chinese procurement policy.
- The result would deepen the AI hardware strategy split: vendors and customers increasingly optimize separate technology stacks for China and for the broader global market.
The trend: AI-chip markets are fragmenting into region-specific supply chains as export controls and domestic procurement decisions jointly determine which accelerators can be sold and deployed.