北京在Jensen Huang与Donald Trump上周访华期间，禁止了Nvidia的游戏芯片RTX 5090D V2，并将其列入上周五海关口岸的禁运清单。此举显示北京正更强硬地排斥Nvidia芯片，尤其是为符合美国出口管制而降级的版本，同时扶持Huawei和Cambricon等国内芯片商追赶美国对手。该芯片于去年8月推出，原本面向中国游戏玩家和3D动画师，但也被AI开发者购买。
Nvidia的其他中国相关芯片，包括H200和H20，也已被北京阻止入境，尽管Trump政府已批准向Alibaba和Tencent等中国科技集团销售。Jensen Huang周一表示，他认为中国市场最终会对美国芯片供应商开放。Trump则表示，中国拒绝批准H200采购，是因为“他们想发展自己的”。中国AI芯片市场今年预计约为210亿美元，Morgan Stanley预计到2030年将增至670亿美元，其中86%将由中国企业供应。
Huawei预计今年将在中国AI芯片市场拿下最大份额，销售额至少增长60%。此前中国AI芯片行业一度由Nvidia主导，Nvidia在2025财年于中国市场售出略高于170亿美元的产品，主要是H20芯片。与此同时，Nvidia及中国海关部门尚未回应置评请求；这家全球市值最高的公司将于周三下午公布财报，其结果被视为AI基础设施繁荣状况的重要风向标。
Beijing banned Nvidia’s RTX 5090D V2 gaming chip while Jensen Huang visited China with Donald Trump last week, adding it to a customs blacklist on Friday. The move shows Beijing’s harder line against Nvidia’s chips, especially the downgraded versions built to fit US export controls, while it backs domestic makers such as Huawei and Cambricon as they catch up with US rivals. Introduced last August, the chip was aimed at Chinese gamers and 3D animators but was also bought by AI developers.
Other China-related Nvidia chips, including the H200 and H20, have also been blocked by Beijing even though the Trump administration approved sales to Chinese groups such as Alibaba and Tencent. Huang said on Monday he believed China’s market would eventually open to US suppliers. Trump said China refused to approve H200 purchases because “they want to develop their own”. China’s AI chip market is estimated at about $21bn this year, and Morgan Stanley forecasts $67bn by 2030, with 86 per cent supplied by Chinese companies.
Huawei is expected to take the largest share of China’s AI chip market this year, with sales rising by at least 60 per cent. The sector was once dominated by Nvidia, which sold just over $17bn of products in China in fiscal 2025, mostly H20 chips. Nvidia and China’s customs agency have not yet commented, and the world’s most valuable company is due to report earnings on Wednesday afternoon, with the results seen as a key gauge of the AI infrastructure boom.