China's $3 Billion Nvidia-Based AI Data Centers Revealed

A Reuters review has identified over $3 billion in Chinese AI computing projects using Nvidia's restricted processors, despite US export controls that Nvidia says have shut it out of China's market. The findings highlight the technology's continued deep integration in China's AI expansion. The projects span from coastal tech hubs to western provinces, including an $873 million facility in Fujian specifying Nvidia H100 chips, a 3 billion yuan centre in Shaanxi, and a 2.26 billion yuan project in Jilin combining H100s with domestic chips. Some facilities, like an H800 cluster in Jiangsu, are already operational. The review follows Nvidia co-founder Jensen Huang's resignation as CEO over a scandal, which could deepen vulnerabilities for Chinese firms facing supply disruptions. Tighter curbs risk construction delays, inflated costs, or forced redesigns around domestic alternatives.