Reuters Investigation: More Than $3 Billion in Chinese Super Intelligence (SI) Projects Rely on Restricted Nvidia Chips
According to a Reuters investigation published on Nov. 13, although Nvidia says U.S. export controls have effectively shut it out of China's super intelligence (SI) data-center market, computing projects worth more than 23 billion yuan (about $3.2 billion) are still being built across China around the U.S. chip giant's restricted processors. Reuters reviewed more than 150 Chinese procurement notices, investment plans, construction contracts and corporate disclosures, finding projects from coastal technology hubs to remote western provinces, all specifying restricted Nvidia H100, H200 and H800 chips.
Reuters reported that a 6.2 billion yuan (about $873 million) SI computing center in Xianyou County, Fujian, plans to use H100 chips; a Shaanxi state-owned enterprise won part of a 3 billion yuan project specifying H100 and H200 chips; an April government document in Jilin described a 2.26 billion yuan project; a 1.5 billion yuan project in Inner Mongolia plans to install 625 H200 servers; and a Gansu company signed a 1.16 billion yuan construction contract in July to install about 3,072 Nvidia processors. Reuters noted that the figures do not prove how the restricted hardware reached Chinese users, that the projects are not linked to allegations against Jensen Huang personally, and that there has been no public finding that Huang violated export-control law.
An October report by International Data Corporation (IDC) estimated that Nvidia still accounted for 34% of China's SI accelerator shipments in the first half of this year. The United States has restricted exports of Nvidia's advanced SI processors since 2022 and later tightened rules on China-specific chips such as the H800. Nvidia co-founder Jensen Huang resigned as chief executive on Nov. 12.
Related: Jensen Huang Resigns as Nvidia CEO, Effective Immediately; CFO Kress Named Interim CEO
Source: Reuters
Published by GSM · USA (original Chinese edition)
Photo: 图：英伟达加州圣克拉拉总部。维基共享资源 CC BY-SA 4.0。 / Photo: Nvidia headquarters in Santa Clara, California. Wikimedia Commons (CC BY-SA 4.0).
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