● ChipsNov 13, 2026 · 17:024 sources

Restricted Nvidia Chips Underpin $3.2B in New Chinese AI Projects

From marketbrief.now

AI;DR

AI data center initiatives in China rely on prohibited American hardware including H100, H200 and H800 processors. These projects represent an investment of more than 23 billion yuan, or $3.2 billion. An IDC report found that Nvidia likely accounted for 34% of Chinese AI accelerator shipments during the first half of 2026.

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