Nvidia to sever ties with Hesai Technology before Q4 2026

Market overview

Given increasing U.S. government scrutiny and reputational risks, Nvidia is expected to publicly distance itself from Hesai Technology by terminating or pausing their partnership. This follows prior pressure from U.S. defense and cybersecurity agencies regarding Hesai's blacklist status.

regulatory prediction market

Implied probability (Yes)

75%

Closes

2026-10-31

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