Research has revealed that several AI models developed by Chinese companies may use Nvidia’s Blackwell GPUs, which are restricted from export to China. These models were released from April 2026, raising questions about compliance with U.S. controls, particularly if overseas data centers or intermediaries were involved. The 45.8% pricing of a prediction that Nvidia’s market capitalization will fall below $4 trillion by the end of 2026 reflects concerns about potential regulatory backlash. The U.S. Department of Commerce may tighten enforcement or impose additional restrictions, while any statement from Nvidia on these compliance concerns will be closely watched.
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