Reuters identified Chinese computing projects worth more than 23 billion yuan (about $3.2 billion) that were designed to use restricted NVIDIA chips, including the H100, H200 and H800. Its estimate, based on more than 150 procurement documents, investment plans and contracts, covers planned investments, signed contracts and completed projects. The total includes buildings, power supplies and other infrastructure, not just chips.
Reuters said the initiatives could face delays, supply disruptions or a switch to Chinese alternatives following Jensen Huang’s resignation as NVIDIA CEO and tighter US scrutiny. It could not determine exactly how all the processors cited in the documents entered China. Reuters said these projects were not connected to allegations involving Huang or NVIDIA’s cloud partner Megaspeed.
