China’s $3.2 Billion AI Pipeline Still Calls for Nvidia Chips Washington Restricts
According to a Reuters investigation, Chinese developers are planning and building billions of dollars worth of AI data centers that specify restricted Nvidia processors like the H100, H200, and H800. The $3.2 billion figure covers total project investments rather than confirmed chip purchases or shipments under U.S. export controls. Meanwhile, Nvidia still maintains a substantial market share in China despite expanding alternatives from Huawei. Open article →
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