The FT is claiming that more than $1 billion worth of NVIDIA chips have made their way into China over the last three months, including Blackwells which they claim are ‘widely available.’ They report that the current market price for a rack of eight B200's is $489,000. [image]
FT: Nvidia AI chips worth $1bn smuggled to China after Trump export controls No shortage of B200 in China. Mostly deployed in data centers out of reach from US regulations, but available for use by PRC bigtech companies. Qwen AI Summary of the Article: The Financial Times [image]
Nvidia AI chips worth $1bn smuggled to China after Trump export controls. A FT analysis reveals that “Nvidia's B200 has become the most sought-after — and widely available — chip in a rampant Chinese black market for American semiconductors.” https://www.ft.com/... $NVDA