A few months ago, Washington had prohibited Nvidia from selling its most advanced components in China. Donald Trump, in a spectacular retropedlage, then raised the ban in July. But now Beijing takes control: the Chinese Cyberespace administration has asked large local businesses like Tencent, Deepseek or Alibaba to break their purchases of chips cut specially for the Chinese market.
Nvidia wedged between two worlds
Nvidia must already deal with an unprecedented agreement which forces him to donate 15 % of his Chinese income to the United States government. And he must also listen to the prudent comments of his boss, Jensen Huang. “” President Trump wants America to win, President XI wants China to win, and the two may succeed “, He said during a trip to the United Kingdom alongside Donald Trump. While recalling that ” The progress of human society is not a zero -sum game ».
As if the situation was not complex enough, Alibaba added her little touch of additional ambiguity. The e-commerce giant has indeed announced a partnership with Nvidia to ensure the global expansion of its data centers and the development of new AI services.
In detail, Alibaba Cloud intends to integrate the entire NVIDIA IA software battery, while continuing to promote its own processors supposed to compete with the Californian manufacturer’s H20. Officially, the collaboration remains on the software side, which would comply with the Beijing instructions to favor local fleas. But the border is thin and the exact nature of the agreement remains deliberately vague.
The Chinese group has ambition: new data centers will flower next year in Brazil, France, the Netherlands, but also in Mexico, South Korea, Japan, Malaysia and Dubai. “” The AI industry advances much faster than expected Recognized his CEO Eddie Wu, promising that these infrastructures will meet global demand.
For Nvidia, this alliance is a way of staying in China despite political pressures. But it also illustrates the risk mentioned by Jensen Huang: by dint of restricting access to its fleas, the United States could encourage competition to organize itself, and lose part of its lead in the great global battle for artificial intelligence.
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