chinese tech giants defy beijing, continue nvidia ai chip orders

2025-09-08 nvidia

Beijing, Monday, 8 September 2025.
Despite increasing regulatory pressure from Beijing, Chinese tech giants like Alibaba and Bytedance are still ordering Nvidia’s AI chips. These companies are seeking assurances from Nvidia that their orders will be fulfilled. This continued demand highlights the critical need for advanced AI computing power within China. It also underscores Nvidia’s revenue projections and stock performance, even amid geopolitical tensions and shifting domestic policies. This sustained interest is a major factor driving Nvidia’s financial outlook.

Nvidia’s b40 series and samsung partnership

Nvidia is actively working to sustain its market position in China despite U.S. export restrictions. The company announced its B40 GPU series specifically for the Chinese market on September 5, 2025 [4]. Nvidia has also requested Samsung to double its production of GDDR7 memory chips, which are potentially related to the new China-specific AI GPU, B40 [4][5]. Sources estimate this order could be worth approximately 1.026 billion yuan [5]. Nvidia is planning a press conference in Shanghai on September 10, 2025, to further discuss the B40 series [4].

While Nvidia holds a dominant position in the global GPU market, competition is intensifying. In 2024, Nvidia’s GPU and related business generated approximately 920 billion yuan in global revenue, capturing about 88% of the market [7]. AMD followed with roughly 110 billion yuan, holding a 10% market share [7]. Meanwhile, Chinese GPU companies are striving to increase their market presence [7]. Moore Threads, a domestic GPU manufacturer, reported 702 million yuan in revenue for the first half of 2025 [7].

broadcom enters the ai accelerator market

Broadcom is poised to challenge Nvidia’s dominance in the AI sector. Broadcom is assisting OpenAI in designing and producing AI accelerator chips, with an expected launch in 2026 [2][3]. This move allows Broadcom to enter the high-profit AI domain currently led by Nvidia [2][3]. Broadcom’s CEO, Hock Tan, mentioned securing a new customer for its customized accelerator business, resulting in orders exceeding $10 billion [2]. Sources indicate that OpenAI is this new customer [2][3].

stock market reaction

News of Broadcom’s partnership with OpenAI impacted stock valuations. Broadcom’s shares surged, increasing its market capitalization by over $200 billion [2][3]. Nvidia’s stock experienced a downturn, falling by 4.3% to $164.22, marking its largest intraday drop since May [2][3]. Nvidia’s Q2 2025 revenue reached $46.74 billion, a 64.577 increase of 55.6% year-over-year, surpassing market expectations [6]. The company anticipates revenues of $54 billion for the next quarter [6].

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nvidia chips chinese demand