China just shut the door on foreign AI chips.
No more U.S.-built silicon in state-backed servers.This isn’t just policy-it’s protection.
Of sovereignty.
Of data.
Of destiny.What it means:
• Nvidia, Intel, AMD lose ground in China
• Domestic chipmakers like Huawei benefit
•…— The Master Builder (@KingsProtocol) November 5, 2025
(Reuters) – The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made artificial intelligence chips, two sources familiar with the matter told Reuters.
In recent weeks, Chinese regulatory authorities have ordered such data centres that are less than 30% complete to remove all installed foreign chips, or cancel plans to purchase them, while projects in a more advanced stage will be decided on a case-by-case basis, the sources said.
The move could represent one of China’s most aggressive steps yet to eliminate foreign technology from its critical infrastructure amid a pause in trade hostilities between Washington and Beijing, and achieve its quest for AI chip self-sufficiency.
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