Reuters reviewed more than 150 procurement notices, investment plans and corporate records, identifying Chinese AI projects worth more than 23 billion yuan, or $3.2 billion. Many specify Nvidia H100, H200 or H800 chips, but the total includes buildings, electricity and other infrastructure and does not establish that all processors were acquired or that export laws were violated. A computing center in Fujian is valued at 6.2 billion yuan, while a state-owned engineering group in Shaanxi secured a contract linked to a 3 billion yuan project naming H100 and H200 chips. IDC estimated that Nvidia accounted for 34% of AI accelerator shipments in China in the first half of 2026, compared with 28% for Huawei, which has nevertheless demonstrated the ability to train models entirely on its own chips.
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