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Beijing isn't just handing over tech freely.
Beijing has imposed conditions on sales, including requirements that many AI workloads use domestically produced chips (particularly for inference), and has encouraged buyers to pair NVIDIA purchases with Chinese-made alternatives.
It's part of China's push to boost its own chip industry and rely less on foreign tech, while also keeping pace in the ongoing U.S.-China AI rivalry.

This move gives NVIDIA a huge win in a market where it was losing ground due to earlier restrictions.
For China, it's another step toward closing the tech gap with the US and leveling up its homegrown AI game.