Back to News

Reuters review finds $3.2B+ Chinese compute projects using US-restricted Nvidia GPUs

#export controls#nvidia#china#ai compute

A Reuters review of Chinese contracts, disclosures, and other documents identified over $3.2 billion in compute projects built or planned around Nvidia GPUs that are restricted by US export controls. This indicates that US export controls have not fully prevented China from obtaining the relevant hardware, despite Nvidia's statement that the controls have effectively shut it out of China's AI data-center market.

Coverage timeline

  1. Techmeme
    A review of Chinese contracts, disclosures, and other documents identifies $3.2B+ in compute projects built or planned around Nvidia GPUs restricted by the US (Eduardo Baptista/Reuters)

    Eduardo Baptista / Reuters : A review of Chinese contracts, disclosures, and other documents identifies $3.2B+ in compute projects built or planned around Nvidia GPUs restricted by the US — Nvidia has said US export controls have effectively shut it out of China's AI data-centre market, but a Reuters review has identified …

Related stories

  • ByteDance, Alibaba, Tencent order 3M+ Nvidia RTX PRO 5500 GPUs worth $35B+

    According to sources cited by Reuters, ByteDance, Alibaba, and Tencent have ordered more than 3 million of Nvidia's new RTX PRO 5500 GPUs, with a combined sticker price exceeding $35 billion. The rush aims to secure less powerful, export-compliant chips amid ongoing restrictions.

    1 reports · 1 sources

  • Chinese AI firms ordered 6M Nvidia RTX Pro 5500 chips worth $70B, expect ~1% delivery in 4 months

    Bloomberg reports that Alibaba, Tencent, ByteDance, and other Chinese AI companies have collectively ordered 6 million Nvidia RTX Pro 5500 chips, worth $70 billion, but expect to receive only about 1% of that order within the next four months. The report, citing sources, highlights the severe supply constraints facing Chinese AI developers for advanced Nvidia chips.

    1 reports · 1 sources

  • Chinese AI firms rush to rent Nvidia compute overseas amid US restriction fears

    Chinese AI companies are reportedly rushing to rent Nvidia-powered computing capacity at data centres outside China, according to sources cited by Reuters. The move comes amid fears of tighter US restrictions following the Jensen Huang spy scandal.

    1 reports · 1 sources

  • NYT: Some China firms cleared for Nvidia H200 chips have empty offices, sanctions ties

    A New York Times investigation found that some Chinese firms approved by the US Commerce Department to handle Nvidia's H200 AI chips have empty offices and ties to entities under sanctions. The Verge reports the case of New Matrix, an approved firm whose offices are described as a hollow shell, with little evidence the company meaningfully exists. The reports raise concerns about due diligence by both the Commerce Department and Nvidia in vetting approved firms.

    2 reports · 2 sources

News updates every hour. Subscribe in your RSS reader to get new stories automatically.

Subscribe