Nvidia chips worth $1 billion smuggled to China, report says

Published 24/07/2025, 14:00
© Reuters.

Investing.com -- Nvidia (NASDAQ:NVDA)’s advanced artificial intelligence chips valued at over $1 billion were smuggled to China during the three months following Washington’s tightened export controls, the Financial Times reported on Thursday.

The report indicates that Nvidia’s high-end B200 processors, which are banned for sale in China, are widely available on a thriving Chinese black market for U.S. chips. This information comes from sales contracts, company filings, and multiple sources with direct knowledge of the deals.

When contacted, Nvidia stated that building data centers with smuggled products is inefficient both technically and financially, as the company only provides service and support for authorized products.

According to the report, multiple Chinese distributors began selling B200s to suppliers of data centers serving Chinese AI groups in May. During the three months before the Trump administration reversed export restrictions on chips like the H20 in July, Chinese distributors from Guangdong, Zhejiang, and Anhui provinces sold Nvidia’s B200s along with other restricted processors such as the H100 and H200.

The report also mentions that Southeast Asian countries have become markets where Chinese groups obtain restricted chips. The U.S. Commerce Department is reportedly discussing additional export controls on advanced AI products to countries like Thailand as early as September.

The smuggling highlights the ongoing technology competition between the U.S. and China as both nations vie for global dominance in AI and other cutting-edge technologies, creating challenges for companies like Nvidia operating between the world’s two largest economies.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.