Huang exit and US scrutiny imperil $3 billion in Chinese AI projects reliant on Nvidia
A Reuters review found over $3 billion in Chinese AI projects still built around Nvidia chips, despite US export controls meant to block the sales.
The projects reveal the scale of continuing demand for Nvidia hardware.
Reuters reviewed more than 150 Chinese procurement and construction documents and found over 23 billion yuan in projects relying on restricted Nvidia processors.
The projects span local government ventures, universities and regional computing centres, well beyond China's biggest tech firms.
Analysts say the findings show US export controls need to look beyond direct chip sales to track who ultimately ends up using the technology.
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