According to Reuters, Chinese AI data-center projects worth more than 23 billion yuan (US$3.2 billion) involving restricted Nvidia processors face disruption as US export controls tighten. The projects span universities, regional computing hubs, and government-backed ventures, covering equipment agreements, planned investments, and infrastructure. Nvidia said US controls, which began in 2022 and expanded in 2023 to cover H800 chips, have effectively excluded it from China's data-center market. IDC estimated Nvidia held 34% of China's AI-accelerator shipments in the first half of 2026.

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