A Reuters investigation identified more than 23 billion yuan, or about $3.2 billion, in Chinese artificial-intelligence computing projects explicitly referencing Nvidia’s export-restricted H100, H200, and H800 processors. The documents reviewed cover planned investments, contracts already awarded, and operational computing facilities across several Chinese provinces, including Fujian, Shaanxi, Inner Mongolia, and Gansu. The largest project identified is a 6.2 billion yuan AI center in Fujian, while a facility in Gansu was awarded a 1.16 billion yuan contract for 3,072 H100 and H200 processors. The investigation does not establish whether the banned chips were actually delivered, but it shows that Chinese buyers continue to design their infrastructure around this hardware. The findings could intensify regulatory pressure on Nvidia and lead to further delays or redesigns for projects struggling to secure compliant alternatives.
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