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China Is Threatened By NVIDIA and Figma's Massive IPO Success
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The $50 Billion Day That Changed Everything
July 31, 2025 - The day two companies proved money doesn't always win
You wake up. Check your phone.
And suddenly $50 billion appears out of nowhere.
Not for you. For a 33-year-old who was supposed to sell his company to Adobe for $20 billion. Regulators said no. Adobe walked away with a $1 billion penalty.
Today that same company is worth $50 billion.
His name? Dylan Field. His company? Figma.
But here's the thing nobody's talking about...
The Real Story Started in China
While everyone celebrated Figma's IPO, something darker happened 8,000 miles away.
China's cyber police knocked on Nvidia's door.
"We need to talk."
The topic? Those H20 chips Nvidia makes just for China. The ones with secret tracking built right in.
You didn't know about the tracking, did you?
Neither did most people. Until yesterday.
Why Your Government Tracks Every Chip
Here's what they don't tell you.
Every AI chip exported to China now has GPS tracking. Not just location tracking. Remote shutdown too.
One button. Poof. Your $40,000 chip becomes a paperweight.
The Chip Security Act made it legal. Senator Tom Cotton wrote it. Passed in May 2025.
"We have the technical tools to prevent powerful AI technology from getting into the wrong hands."
Translation: We can kill your chips whenever we want.
The $15 Billion Mistake
Nvidia lost $15 billion trying to play nice with China.
$4.5 billion inventory write-down in April. $2.5 billion in Q1 losses. Another $8 billion expected in Q2.
CEO Jensen Huang called it "deeply painful."
"No company in history has ever written off that much."
But here's the plot twist...
Trump changed his mind in July. Lifted the ban. Let Nvidia sell again.
Then China found the backdoors.
Now they're pissed.
What China Really Wants
Xi Jinping has a plan. He calls it "self-reliance and self-strengthening."
Fancy words for: We don't need your chips anymore.
Huawei's Ascend chips now do 60% of what Nvidia's H100 can do. Their new 920 chip launches this year.
Nvidia's China market share? Dropped from 95% to 50% in four years.
The writing's on the wall.
While China Fights Chips, Figma Fights Adobe
Remember that $20 billion Adobe deal?
European regulators killed it. UK regulators killed it. DOJ killed it.
Why? Because Adobe plus Figma equals monopoly.
Good thing too.
Figma went public instead. Stock tripled on day one.
Market cap: $50 billion.
Dylan Field's net worth: $6.1 billion.
His co-founder Evan Wallace: $3.1 billion.
Not bad for a "failed" acquisition.
The Pattern You're Missing
Notice something?
Every time regulators block a deal, innovation explodes.
Every time governments restrict chips, alternatives emerge.
Every time someone says "you can't," markets find a way.
Figma proves it. China proves it.
The tech war isn't destroying innovation. It's forcing it.
What This Means for You
Three things are happening right now:
First: The chip war is creating two separate tech worlds. US chips with tracking. Chinese chips without.
Second: Design software is consolidating around cloud-based tools. If you're still using desktop software, you're already behind.
Third: Regulatory interference creates billion-dollar opportunities. Every blocked merger. Every trade restriction. Every "national security" concern.
Someone gets rich.
The Numbers Don't Lie
AI chip market: $500 billion by 2028
Figma's market share: 36.72% and growing
China's retaliation tariffs: 125% on US semiconductors
Global GDP impact: Down 0.17 percentage points
Businesses playing wait-and-see: 30%
The world is splitting in two. Pick a side.
Why This Changes Everything
You think this is about chips and software?
It's not.
It's about who controls the future.
China builds its own chips. Nvidia loses $15 billion.
Figma builds its own future. Adobe loses $20 billion.
The lesson?
Independence is the new currency.
What Happens Next
China will ban Nvidia chips completely. They're 80% there already.
Figma will keep eating Adobe's lunch. 13 million users and counting.
New trade wars will create new billionaires.
And somewhere, a 25-year-old is building the next company that nobody thinks can win.
Until it does.
The Bottom Line
July 31, 2025 wasn't just another day.
It was the day the old rules died.
Monopolies don't guarantee success. Trade wars don't guarantee failure. Regulators don't guarantee anything.
Only one thing matters now:
Can you build something the world needs?
Even when everyone says you can't?
Figma did it. China's doing it.
Your turn.
The next time someone tells you a deal is "too big to fail," remember Figma. The next time someone says trade wars hurt everyone, remember China's chip surge. The next time someone says regulators kill innovation, show them this article.
Because sometimes the best thing that can happen to you is when someone says no.
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