Financial Times: China bans imports of Nvidia's "RTX 5090D V2" gaming chip, Jensen Huang stabbed in the back after concluding his visit to China

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The US-China AI arms race is heating up! Foreign media revealed that just as Nvidia CEO Jensen Huang and US President Trump visited China last week, the Chinese government launched a counter-strike, completely banning the import of Nvidia's "RTX 5090D V2" chip, which was specially customized for the Chinese market. This move aims to strongly support domestic chip companies such as Huawei and break free from dependence on the United States. (Background: "China's Buffett" Duan Yongping makes first Q1 purchase of stablecoin's number one stock Circle! Reduces Apple and TSMC holdings, aggressively buys Tesla and Nvidia) (Background supplement: Nvidia's Jensen Huang: The Chinese market will eventually open up to American AI chips) The AI chip game between the US and China has unexpectedly taken a dramatic turn! This time, the move was made not by the US Department of Commerce, but by Chinese Customs. According to the well-known financial news account The Kobeissi Letter (@KobeissiLetter), citing the latest bombshell report from the Financial Times, the Chinese government has officially banned the import of Nvidia's (US stock code: NVDA) RTX 5090D V2 gaming chip. What shocked the market even more was the timing of the ban, which came precisely during Nvidia CEO Jensen Huang's joint visit to China with US President Donald Trump last week, undoubtedly delivering an unexpected "backstab" to the US side. BREAKING: China banned Nvidia's, $NVDA, RTX 5090D V2 gaming chip while Jensen Huang was visiting China with President Trump last week, per FT. Details include: 1. The chip was added to a list of banned goods at China's customs checkpoints last Friday 2. The move comes as the… — The Kobeissi Letter (@KobeissiLetter) May 20, 2026 4 Core Details of China's Crackdown on Nvidia This sudden geopolitical incident quickly sparked heated discussion on the X platform. Based on the report, the key details of this ban are as follows: - Officially detained at customs: Last Friday, the RTX 5090D V2 was officially added to the list of banned goods at Chinese customs checkpoints, completely blocking the import channel. - Supporting domestic enterprises: The Chinese government's strategic purpose with this move is very clear — to fully support domestic chip manufacturers such as Huawei and Cambricon, in order to accelerate the pace of catching up with American competitors. - The special-supply edition becomes a swan song: The RTX 5090D V2 was actually a China-specific version released by Nvidia last August, with computing power deliberately cut down to "comply with strict US export controls," but now it faces the awkward situation of being banned by both the US and China. - Impacting AI developers: Although this chip is nominally aimed at China's top gamers and 3D animation creators, due to its considerable computing power, it has actually been purchased in large quantities by Chinese AI developers for model training. As the AI arms race continues to heat up, China's wave of "hard decoupling" operations shows that it is accelerating the construction of a fully autonomous domestic semiconductor supply chain. The market is closely watching the subsequent impact on Nvidia's revenue, as well as whether the US will impose further retaliatory sanctions.

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