Thread by @wmhuo168

Nvidia’s China empire just collapsed. Huawei’s rising, CUDA’s fading, and Beijing is cutting the cord. This isn’t market loss. It’s exile. 👇

wccftech.com/nvidia-says-th…

Nvidia, once the crown jewel of AI compute in China, is being phased out with precision. This isn’t creative destruction. It’s regime change. After years of flooding the mainland with GPUs, Nvidia is now locked out by the very empire it serves. (1/11)

Nvidia's share of China’s AI chip market collapsed from 25% to 4%. That’s not erosion. That’s annihilation. The A800 and H800, crippled by U.S. policy, are piling up unsold. Beijing wants performance or sovereignty. Nvidia delivers neither. (2/11)

As Nvidia limps, Huawei rises. The Ascend 910C chip is no sideshow. It is a front-line weapon in China’s tech war. Built in-house, deployed in-country, it is already replacing Nvidia in key verticals. This isn’t catch-up. It is strategic realignment. (3/11)

Tencent stockpiled Nvidia chips like wartime grain but is now trialing domestic alternatives. Baidu isn’t waiting. It has placed bulk orders for Huawei’s chips. This isn’t hedging. It is a coordinated exit from Silicon Valley’s supply line. (4/11)

China’s startups are writing a new playbook. DeepSeek’s language models run lean and local, bypassing the need for Nvidia’s compute gluttony. CUDA is no longer a moat. China is out-engineering its way to independence with smarter, cheaper models. (5/11)

The U.S. thought sanctions would freeze China’s AI ambitions. Instead, they forced self-reliance. Scarcity drove innovation. Embargoes sparked urgency. The blockade did not stop China. It unlocked the next phase of its industrial machine. (6/11)

Jensen Huang knows it. China once fed up to 20% of Nvidia’s datacenter revenues. Now that pipeline is gone. His “missed opportunity” soundbites are just boardroom eulogies. Nvidia’s monopoly era is over. The world is diversifying, fast. (7/11)

China isn’t just replacing Nvidia’s chips. It is replacing the entire stack. Hardware, frameworks, models are built in-house and aligned with national strategy. This is not a buyer’s shift. It is a full-blown technological divorce. (8/11)

There is no going back. Chinese firms are rewriting their procurement books. Nvidia’s export-restricted chips are a liability, not an asset. The longer the sanctions, the deeper the roots of local substitution. This is not a pause. It is a pivot. (9/11)

In Washington, the think tank echo chamber cheers falling GPU exports as a policy win. But this is not containment. It is displacement. Nvidia is not being outcompeted. It is being out-evolved. The Chinese compute economy is moving on without it. (10/11)

This is how an empire fades. Not in fire, but in silence. Nvidia, once the symbol of U.S. tech dominance, is becoming just another logo. The Chinese AI era will not be powered by green cards and green chips. That future has already arrived. (11/11)