Chinese Companies Still Want Nvidia Chips. Does That Make NVDA Stock a Buy Here Below $180?

When it comes to artificial intelligence (AI), Nvidia (NVDA) remains at the center of the global race. Demand for its cutting-edge AI chips shows little sign of slowing down. And perhaps most telling is that even in China—where Beijing has urged companies to embrace domestic alternatives—major players like ByteDance and Alibaba (BABA) are still pushing to secure Nvidia’s products.

This highlights two realities. First, Nvidia’s chips are seen as unmatched in performance and integration with its broader software ecosystem, creating what many analysts call a “moat” that domestic competitors such as Huawei and Cambricon are still struggling to replicate. Second, it underscores just how much Chinese tech giants, racing to stay at the forefront of AI, view Nvidia’s hardware as essential, even in the face of regulatory uncertainty and political headwinds.