Inside China's Nvidia ban and its $6.6B US AI stakes

The AI race hinges not just on software, but on advanced chips—mainly produced in Taiwan by TSMC. China is pushing state-funded data centers to use domestic AI chips, sidelining foreign firms like Nvidia due to both U.S. export controls and its own policies. This intensifies the geopolitical struggle over chip supply chains, with Taiwan as the critical manufacturing hub. The situation highlights the fragility and security risks of global AI development, as both the U.S. and China seek to control their technological futures while relying on a single, vulnerable point in the supply chain.