根據《金融時報》報道，儘管美國實施限制，價值10億美元的英偉達AI晶片仍進入中國

Recently Yahoo News on-line picked up the following:

Nvidia AI chips worth $1 billion entered China despite US curbs, FT reports

Reuters - Reporting by Jaspreet Singh in Bengaluru; Editing by Arun Koyyur

Thu, July 24, 2025 at 5:27 a.m. PDT·2 min read

(Reuters) -Nvidia's advanced artificial intelligence chips worth at least $1 billion were smuggled to China in the three months after Washington tightened chip export controls, the Financial Times reported on Thursday.

The AI chip designer's high-end B200 processors, banned for sale in China, is widely available on a thriving Chinese black market for U.S. chips, the report said, citing sales contracts, company filings and multiple people with direct knowledge of the deals.

Nvidia told Reuters that building data centers with smuggled products is inefficient both technically and financially, as the company only offers service and support for authorized products.

The U.S. Department of Commerce, White House and Thai government did not immediately respond to requests for comment. Reuters could not independently verify the FT report.

In May, multiple Chinese distributors started selling B200s to suppliers of data centers that serve Chinese AI groups, according to the report.

The U.S. and China are battling for global dominance in AI and other cutting-edge technologies, triggering a tightrope walk for companies such as Nvidia between the world's two largest economies.

Nvidia last week said it would be allowed to resume sales to China after the Trump administration reversed an export restriction on the sales of chips such as H20. The curbs were imposed in April.

In the three months before that, Chinese distributors from Guangdong, Zhejiang and Anhui provinces sold Nvidia's B200s, as well as other restricted processors such as the H100 and H200, according to the report.

Southeast Asian countries have become markets where Chinese groups obtained restricted chips, the report said, citing industry experts.

The U.S. Commerce Department is discussing adding more export controls on advanced AI products to countries such as Thailand as soon as September, the report said.

Translation

根據《金融時報》報道，儘管美國實施限制，價值10億美元的英偉達AI晶片仍進入中國

（路透社）- 根據《金融時報》週四報道，在華盛頓加強晶片出口管制後的三個月內，至少價值10億美元的英偉達先進人工智慧晶片被走私至中國。

該報告引述銷售合約、公司文件以及多名直接了解相關交易的人士的話稱，在中國被禁止銷售的這家AI晶片設計公司的高階B200處理器，在蓬勃的中國的美國晶片黑市上隨處可得到。

英偉達向路透社表示，使用走私產品建造數據中心在技術和財務上都是低效的，因為該公司只為授權產品提供服務和支援。

美國商務部、白宮和泰國政府均未立即回應置評要求。路透社無法獨立核實《金融時報》的報導。

據報道，今年5月，多家中國經銷商開始向服務中國人工智能集團的數據中心供應商銷售B200處理器。

美國和中國正在爭奪人工智能和其他尖端技術領域的全球主導地位，這使得英偉達等公司在世界兩大經濟體之間著面對两難的挑戰。

英偉達上週表示，在特朗普政府撤銷對H20等晶片出口限制後，該公司將被允許恢復對華銷售。此限制措施於4月實施。

據報道，在此之前的三個月裡，來自廣東、浙江和安徽省的中國經銷商銷售了英偉達的B200處理器，以及其他受限的處理器，例如H100和H200。

報告引述業內專家的話稱，東南亞國家已成為中國企業取得受限晶片的市場。

報道稱，美國商務部正在討論最快於9月對泰國等國家加強對先進人工智能產品的出口管制。

So, Nvidia's advanced artificial intelligence chips worth at least $1 billion were smuggled to China in the three months after Washington tightened chip export controls and Southeast Asian countries had become markets where Chinese groups could obtain restricted chips. I am wondering what the US will do regarding this smuggling.