IMD business school for management and leadership courses
Latest Articles
Commentary: China ban on Nvidia chips is not just about a trade spat
China has put its near-term progress in the global AI race with the United States on the line. By banning its largest tech companies from buying Nvidia’s chips, Beijing is forcing ByteDance, Alibaba and others to rely on Huawei and other domestic suppliers. It is a gamble, but the world’s second-largest economy has clearly concluded that relying…
By
Howard H. Yu
21 October 2025
Commentary: China ban on Nvidia chips is not just about a trade spat
Summary
China has put its near-term progress in the global AI race with the United States on the line. By banning its largest tech companies from buying Nvidia’s chips, Beijing is forcing ByteDance, Alibaba and others to rely on Huawei and other domestic suppliers. It is a gamble, but the world’s second-largest economy has clearly concluded that relying…
Contact
Research Information & Knowledge Hub for additional information on IMD publications