NVIDIA Under Scrutiny by China for Possible Antitrust Breach

NVIDIA faces a probe by Chinese authorities for a potential antitrust breach linked to its 2020 acquisition of Mellanox Technologies. Allegations suggest failure to provide rivals product updates as per agreement terms, amidst rising US-China trade tensions.

Chinese authorities are digging into NVIDIA, and it’s not for their latest graphics card. They’re investigating potential antitrust violations tied to NVIDIA’s 2020 acquisition of Mellanox Technologies. According to The New York Times, the big question is whether NVIDIA played by the rules—specifically, if they shared Mellanox’s new product info with competitors as promised.

China’s State Administration for Market Regulation isn’t convinced NVIDIA held up their end of the deal. This comes at a pretty awkward time, with US-China trade tensions already running high. Remember, the US Department of Justice also had NVIDIA in their antitrust crosshairs back in 2024. Talk about being under the microscope.

Meanwhile, the geopolitical chess game gets more intense. The US Department of Commerce has been slapping sanctions on Chinese firms and components crucial for AI development. And guess who’s caught in the middle? NVIDIA, a heavyweight in AI chip production, is feeling the squeeze.

With a hefty chunk of its revenue coming from China, NVIDIA’s smack in the center of this tech tug-of-war. How this investigation plays out could turn up the heat even more between these two economic giants. Buckle up.