Nvidia’s most advanced AI chips, Blackwell (B200) GPUs, made their China debut in the months after US President Trump tightened export controls, at least US$1 billion of them, the FT reports, citing “sales contracts, company filings and multiple people with direct knowledge of the deals” as Nvidia’s B200 “has become the most sought-after – and widely available – chip in a rampant Chinese black market for American semiconductors.” Smugglers have already started advertising for the more advanced Nvidia B300. 1/3 $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $Super Micro Computer(SMCI.US) #Blackwell #semiconductors
Source: Dan Nystedt
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