China has reportedly banned its domestic technology firms from purchasing NVIDIA AI accelerators to promote the adoption of domestic AI accelerators. According to sources close to the Financial Times, the Cyberspace Administration of China (CAC) instructed several technology giants, including Alibaba, Baidu, and Tencent, to stop their independent evaluation and procurement of NVIDIA's export-modified AI accelerators. This includes chips like the RTX PRO 6000D, a variant of the RTX PRO 6000 designed for the Chinese market. There is no mention of the modified "Blackwell Ultra" single-die B30A accelerators , which were intended as a China-specific alternative to the GB300, offering half the compute power.

This directive from Beijing indicates that, despite Chinese tech giants' interest in NVIDIA-supplied AI accelerators due to their superior software and computing capabilities, regulators aim to promote domestic AI accelerators from companies like Huawei and Cambricon. These domestic chips are built on older technology nodes, primarily because of China's limited access to cutting-edge manufacturing and the absence of modern EUV tools for its domestic fabs. An insider told the Financial Times that "the top-level consensus now is there's going to be enough domestic supply to meet demand without having to buy NVIDIA chips." This suggests that the current ambitions of Chinese AI labs could be fully met with domestic chips. However, training and running frontier-level models on non-NVIDIA hardware remains a persistent challenge.