Nvidia faces new $3.2 billion China chip problem Faizan Farooque Fri, November 13, 2026 at 1:27 PM EST 1 min read NVDA -2.56% Trade NVIDIA on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Nvidia Corp. (NVDA, Financials) remains central to more than $3 billion in Chinese artificial intelligence data center projects despite U.S. restrictions on exporting its advanced processors, according to a review of government and corporate documents.
Warning! GuruFocus has detected 3 Warning Signs with NVDA.
Is NVDA fairly valued? Test your thesis with our free DCF calculator.
Many Chinese provinces are home to plants in development or construction. A 6.2 billion yuan ($873 million) Fujian computer complex will use Nvidia H100 processors. A 3 billion-yuan Shaanxi province project would use H100 and H200 chips.Jilin province's 2.26 billion yuan expansion will utilize Nvidia processors and Chinese-made equivalents. A 1.5 billion yuan initiative in Inner Mongolia would deploy 625 H200 servers. Additional facilities are down the road.Gansu province's 1.16 billion yuan building project will contain 3,072 Nvidia processors. Chip delivery is not stated in the documents. Jiangsu officials claimed a computing cluster with restricted H800 processors has started up.The results suggest China still wants Nvidia technology despite export restrictions making advanced U.S. chips tougher to procure.However, the project plans do not specify how to purchase processors or whether to build all specified facilities.The steps follow Nvidia CEO Jensen Huang's resignation, casting uncertainty on the company's status in China. Investors will look for China business data from U.S. export controls and Nvidia's earnings release.
