Nana Yagi titties as China accuses Nvidia of Antitrust Violations over Mellanox deal… U.S. just killed the Goose that Laid the Golden Eggs

Nana Yagi advises AI obsessed punters to get the fuck out of AI or be eaten alive… No kidding.

China says preliminary probe shows Nvidia violated anti-monopoly law

China accuses Nvidia of anti-monopoly law violations, raising prospect of heavy fines — company could be fined 10% of revenue from China

China accuses Nvidia of antitrust violations over Mellanox deal

China’s State Administration for Market Regulation announced Monday that Nvidia violated antitrust laws in its 2020 Mellanox acquisition, intensifying scrutiny on the US chip giant amid ongoing trade negotiations.

Overview

China’s market regulator found Nvidia violated antitrust laws related to its 2020 Mellanox acquisition, escalating US-China tech tensions.
Many Redditors see the probe as political leverage amid trade talks, with skepticism about China’s motives and irony over its own market practices.
Despite a short-term dip in Nvidia’s stock, some users view this as a buying opportunity, citing the company’s resilience and long-term dominance in AI chips.

China accuses Nvidia of antitrust violations

China’s market regulator has accused Nvidia of violating antitrust laws over its 2020 Mellanox acquisition, escalating scrutiny on the world’s most valuable chipmaker. The move comes as US-China trade tensions simmer, and Nvidia’s China business faces mounting regulatory and political headwinds. Many see the probe as part of a broader geopolitical chess match rather than a straightforward competition issue.

wpglorify: “Looks like a China learned few tricks from US govt.”
Ancient-Stock-3261: “China hitting NVDA with the antitrust card feels more like leverage in the trade war than a real “competition” issue. A 2% dip on headlines isn’t shocking—big money still sees NVDA as the AI kingpin, but headline risk from China is baked into the game now. Gotta separate short-term noise from long-term fundamentals here.”

Skepticism over China’s motives

The irony of China enforcing antitrust rules isn’t lost on observers, given the country’s own reputation for aggressive industrial policy and IP disputes. Many are skeptical about the motivations behind the probe, suggesting it’s more about leverage in ongoing trade negotiations than genuine market fairness.

Market impact and investor sentiment

Despite the regulatory drama, many investors remain bullish on Nvidia’s long-term prospects, viewing the stock’s dip as a potential buying opportunity. Some argue that the company is resilient to headline risks, while others believe the real loser could be China if access to Nvidia’s technology is restricted.

As the Nvidia-China antitrust saga unfolds, the debate over trade, tech, and market power is only heating up.

Meanwhile,

China’s AI Chips Are Pretty Much Already On Par With American…

Huawei has achieved significant progress in developing high-performance AI chips, with their Ascend 910C chip, an advanced iteration of the Ascend 910B, demonstrating capabilities that challenge NVIDIA’s dominance in the Chinese market. This breakthrough, part of China’s strategy for technological self-sufficiency amid U.S. sanctions, allows Chinese companies to reduce their reliance on U.S. technology by offering a competitive alternative for AI computing power. While single Huawei chips may still lag behind U.S. counterparts, their strategic use of cluster computing and software optimization helps bridge the performance gap, potentially leading to bifurcated global AI ecosystems.