Nvidia is facing an antimonopoly investigation by China's State Administration for Market Regulation concerning its 2020 acquisition of Mellanox Technologies. The probe, which began in December 2024, could result in substantial financial penalties and operational constraints for Nvidia, which reported $17 billion in revenue from China last year.
This investigation underscores Nvidia's dependence on the Chinese market amid escalating geopolitical tensions and U.S. export restrictions. As Chinese tech companies like Alibaba and Baidu increasingly adopt domestic chips, Nvidia's market share faces new challenges. The outcome of this probe, along with the rise of Chinese AI chipmakers, could significantly affect Nvidia's future operations in China.
Nvidia Under Antimonopoly Investigation in China Over Mellanox Acquisition
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