Probe Closure

Chinese authorities have officially ended the antitrust investigation into Google’s Android operating system. The probe focused on Android’s widespread use and its potential impact on Chinese manufacturers such as Oppo and Xiaomi that rely on the software.

Impact on Google

Despite the shutdown of the investigation, Google’s primary products—including its search engine, Gmail, YouTube, and Maps—remain inaccessible within China. Nonetheless, the tech giant retains a notable revenue stream from cloud services and advertising sales to Chinese companies targeting audiences abroad.

Broader Trade Context

The move to ease pressure on Google occurs alongside ongoing talks between the United States and China concerning TikTok, NVIDIA, tariffs, and the overall trade relationship between the two largest economies.

NVIDIA Issues

In parallel, Chinese regulators have intensified scrutiny of NVIDIA, using antitrust enforcement as a negotiating lever. Earlier this year, NVIDIA agreed to sell a modified line of GPUs in China under a U.S. administration deal, with a portion of sales allocated to the U.S. government. Subsequently, China discouraged local firms from purchasing those chips and later banned the newest AI chip designed for the region. Additionally, Chinese authorities have accused NVIDIA of violating antitrust laws related to its acquisition of chipmaker Mellanox, a potential violation that could result in fines based on a percentage of sales.

Trade Talks

U.S. and Chinese officials recently concluded a series of trade discussions in Madrid, during which leaders are expected to address a proposed framework for a TikTok arrangement that would transfer a majority stake in the company’s U.S. operations to American firms.

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