The Chinese government has issued guidelines requiring new state-funded data center projects to use only domestically manufactured AI chips. This step represents one of the most powerful moves China has taken so far to remove foreign technology from its infrastructure. The decision is likely to affect U.S. chip manufacturers: Nvidia, Intel, and AMD. In recent weeks, Chinese regulatory authorities have ordered data centers that are less than 30% complete to remove all installed foreign chips or cancel plans to purchase them, while decisions on projects in more advanced stages will be made on a case-by-case basis.
