Wccftech reported on 13 November that a Reuters review of Chinese procurement and investment records identified more than $3.2 billion in computing projects involving Nvidia processors restricted by US export controls. The review covered more than 150 procurement notices, investment plans, construction contracts and corporate disclosures concerning projects using H100, H200 and H800 chips.
The projects involve local government-backed ventures, universities and regional computing centres, as well as technology companies. Nvidia says the controls have effectively reduced its share of China’s AI data-centre market to zero. The projects described in the review concern planned computing capacity, rather than verified chip deliveries.
A facility in Gansu province is reportedly being repurposed to accommodate thousands of Nvidia processors before the end of 2026. Analysts said there was no confirmation that Nvidia GPUs had reached the project sites, Wccftech reported. They also said operators could face costly redesigns around Chinese chips if enforcement tightens.
