China's $3 billion-plus pipeline of Nvidia-powered AI data centres
Reuters found over $3 billion worth of Chinese AI data centre projects built around Nvidia chips that the US has tried to restrict from export to China.
A Reuters review has identified more than $3 billion in Chinese computing projects built around Nvidia's restricted processors, even as the American chipmaker has said US export controls have effectively shut it out of the AI data-centre market in the world's second-biggest economy.
A Reuters review found more than $3 billion in Chinese AI computing projects relying on Nvidia chips that US export controls are meant to block.
Projects span coastal and remote provinces, with individual centres valued up to 6.2 billion yuan and specifying restricted Nvidia H100 and H200 processors.
Nvidia CEO Jensen Huang's resignation over a scandal could worsen supply risks for Chinese developers already exposed to tightening US trade curbs.
The departure of Nvidia CEO Jensen Huang could disrupt supply chains for these projects, potentially affecting global AI chip availability and costs.
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