DECRYPT · 2026-11-13 20:45 UTC

China’s $3.2 Billion AI Pipeline Still Calls for Nvidia Chips Washington Restricts

A Reuters investigation of over 150 procurement notices, investment plans and corporate records identified Chinese AI data center projects worth more than 23 billion yuan ($3.2 billion) that specify Nvidia H100, H200 or H800 chips. The article notes the $3.2 billion figure covers buildings, electricity and other infrastructure, and the documents do not establish that all processors were obtained or that export laws were broken. An IDC report cited by Reuters estimated Nvidia accounted for 34% of China's AI accelerator shipments in the first half of 2026, versus 28% for Huawei, while Z.AI has…

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