Nvidia still hasn't sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over

Market Intelligence Analysis

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Why This Matters

Nvidia has not shipped its U.S.-approved AI chips to China despite eased export restrictions, raising concerns that local AI rivals could gain a competitive advantage.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

The U.S. chipmaker has yet to confirm shipments to China despite Washington easing restrictions on exports of advanced chips.

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Original article published by CNBC on February 26, 2026.
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