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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: #Breeze who wrote (25633)	9/15/2025 9:42:30 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26388

NVDA News Nvidia antitrust ruling clouds US-China trade talks Joseph Chen, DIGITIMES Asia, Taipei Monday 15 September 2025 US and Chinese officials entered a second day of negotiations in Madrid on Monday, just as Beijing announced a preliminary ruling that Nvidia had violated antitrust conditions linked to its 2020 acquisition of Mellanox Technologies. The timing added fresh uncertainty to discussions already weighed down by disputes over tariffs, technology, and TikTok. The State Administration for Market Regulation in China said the US$7 billion Mellanox deal breached commitments Nvidia made when it secured approval four years ago, including a pledge not to discriminate against Chinese firms, according to Bloomberg. . The agency gave no details on remedies but said further investigation would follow. Nvidia did not respond to a request for comment. Nvidia has become a central player in the trade conflict. Washington barred sales of its most advanced AI chips, such as the H100, to China on national security grounds, prompting Nvidia to redesign processors to comply with export rules. Even so, Beijing has urged local companies to avoid its H20 accelerator, citing security risks. The Mellanox probe was launched in December, targeting what has since become the world's most valuable company. Monday's ruling followed shortly after the US allowed Nvidia and Advanced Micro Devices to resume selling some AI chips in China. Negotiations in Madrid stretched nearly six hours on Sunday, according to a US Treasury official, covering topics from semiconductors to the global economy. Meanwhile, ByteDance's TikTok faces a looming US divestiture deadline, though reports suggest another extension is likely. Article edited by Jack Wu digitimes.com