Chinese AI Projects Worth Over USD 3 Billion Rely On Nvidia’s Restricted Chips, Huang’s Exit Raises The Stakes

Projects built on restricted H100, H200 and H800 processors face possible delays, supply disruption and costly redesigns if Washington tightens the rules

PGurus Newsdesk

November 14, 2026

The review examined 150 Chinese procurement notices, contracts and disclosures, finding projects built around restricted Nvidia processors

After Huang’s Exit, Nvidia’s China Chip Lifeline Faces Fresh US Pressure

More than $3 billion worth of Chinese artificial intelligence data-centre projects have been built around Nvidia processors restricted from export to China, a Reuters review has found, a day after the company’s chief executive Jensen Huang resigned.

Nvidia has said that US export controls have effectively shut it out of China’s AI data-centre market. The Reuters review, however, examined more than 150 Chinese procurement notices, investment plans, construction contracts and corporate disclosures, and identified projects and equipment agreements with a combined reported value of more than 23 billion yuan, or about $3.2 billion.

The projects stretch from China’s wealthy coastal technology hubs to remote western provinces, and are designed around Nvidia’s restricted H100, H200 and H800 chips. They include signed deals and installed systems. The documents show Chinese customers continuing to plan purchases and, in some cases, operating restricted processors.

The findings suggest that Chinese demand has not disappeared. An IDC report cited by Reuters in October estimated that Nvidia still accounted for 34 per cent of Chinese AI-accelerator shipments in the first half of 2026.

Huang’s departure could deepen the vulnerabilities, Reuters said, by weakening Nvidia’s lobbying leverage as US lawmakers press for tighter controls. Projects like these are at risk of delays, supply disruption or costly redesigns if Washington tightens the rules, according to the report. Huang had pushed in recent years to loosen restrictions on chip sales to China.

The Chinese projects identified by Reuters have not been linked to Megaspeed, the Singapore-based data-centre company under scrutiny, or to the allegations involving Huang. Nvidia’s board has launched an independent investigation, saying it has no reason to believe company secrets or US national security were compromised.

Reuters also reported that Chinese AI companies are seeking to rent Nvidia-powered computing capacity at data centres outside China. Shares of Chinese AI and hardware-supplier companies fell on Friday, according to reports.

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