Reuters: $3.2B in Chinese AI data-center projects built around restricted Nvidia chips
robleclerc · x · 2026-11-13
Reuters reviewed over 150 procurement notices and contracts, identifying more than 23 billion yuan ($3.2B) in Chinese AI data-center projects built around restricted Nvidia H100, H200 and H800 chips, spanning universities and local government-backed ventures. The figure covers planned investments, buildings and power systems—not chips alone.
Jensen Huang said last year Nvidia's China market share fell from 95% to zero, yet an IDC report cited by Reuters estimated Nvidia still accounted for 34% of Chinese AI-accelerator shipments in H1 2026. Commenter Rob Leclerc argues $3.2B is just 2% of US AI capex in 2026, and that media/China-hawk psychological manipulation angers him more than firms skirting export controls—especially since Chinese labs provide the only real open-weight competition to OpenAI.
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