Recently, developments regarding how China is acquiring Nvidia chips despite US export restrictions have drawn attention.

Despite the US restricting the export of advanced AI chips to China, approximately 1 billion dollars worth of Nvidia chips reached China within just three months. This situation reveals the limitations of Washington's efforts to curb Beijing's high-tech moves.

Distributors in China are delivering not only the banned B200 chips but also other restricted chips like H100 and H200 to data center providers. The sale of these chips is considered legal as long as import taxes are paid.

Chinese companies are moving towards local alternatives in their AI development processes following the tightening of US export restrictions. Companies like Alibaba, Tencent, and Baidu have started testing local semiconductor solutions.

Nvidia's CEO Jensen Huang stated that they hope to continue collaborating with China. This situation highlights the new dynamics of global competition.

Chinese buyers are sourcing limited Nvidia chips through Southeast Asian countries like Thailand and Malaysia. The US Department of Commerce is considering new export restrictions for these countries.