Nvidia in the sight: China investigates it and the bubble alerts grow

Nvidia in the sight: China investigates it and the bubble alerts grow

September 15, 2025 – 16:24

The company directed by Jensen Huang faces a preliminary investigation by Chinese authorities for alleged violations of the antimonopoly law.

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Nvidia’s actions went down at Monday’s opening after China will expand His antitrust research on the American chip manufacturerafter preliminary findings that suggest possible violations.

The company directed by Jensen Huang faces a preliminary investigation by Chinese authorities for alleged violations of the antimonopoly law. The focus is on the acquisition of Mellanox Technologies, an Israeli chip designer, approved conditionally by the Chinese regulator in 2020.

According to Beijing, Nvidia would have breached the terms established in that approval, which motivated the formal opening of the case. The news occurs in a sensitive context: They coincide with commercial negotiations between the United States and China in Madrid, and could further tighten the bilateral climate.

This offensive against NVIDIA adds to two recent investigations from China against the American semiconductor sector, one of them under the figure of Antidumpingwhich reinforces the most aggressive tone of the Asian giant towards the technological companies of the United States.

At the same time, Nvidia’s popularity in China could be threatened. With a long -term strategy, Beijing seeks to develop its own artificial intelligence industry. In that line, Professor Wei Shaojun, from the University of Tsinghua, called to reduce the dependence of American graphic chips and accelerate the development of local alternatives.

Together, both antitrust research and the technological substitution strategy could reconfigure the map of the semiconductor sector in Asia and open a new stage of friction in the global technological dispute.

Nvidia: Did it become a market bubble?

Despite this, Nvidia significantly exceeded the group of “seven magnificent” since the late 2022by achieving an increase in relative performance of more than 475%, driven by multiple catalysts. So far from 2025, it rose more than 28% and is the best performance of that group.

On the other hand, Deutsche Bank analysts wonder if the American stock market is in a bubble, pointing out the enormous stock market capitalization of Nvidiawhich exceeds all national stock exchanges, except those of the US, China, Japan and India.

Source: Ambito

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