Report: $3.2 Billion in NVIDIA AI Clusters Being Built in China Despite Sanctions

Construction continues despite sanctions

According to an independent review cited by Wccftech, a total of 150 projects are underway in China around NVIDIA's restricted AI GPUs. The scale of these projects points to computing hubs worth more than $3.2 billion.

The gap between NVIDIA's account and the picture on the ground

NVIDIA says U.S. trade sanctions have effectively driven its data center market share in the region to zero. The investigation, however, indicates that restricted chips are still reaching China and that supply routes have not been fully cut off.

Why it matters

The effectiveness of U.S. chip export controls is one of the most critical issues in the AI race. The persistence of smuggling routes keeps alive the question of how far sanctions actually limit computing power. The report also references NVIDIA's H200 GPU shipments.