Business/Alive News: More than $3.2 billion worth of artificial intelligence (AI) projects in China could face delays and supply problems due to increased scrutiny of Nvidia following the resignation of its co-founder Jensen Huang as chief executive.
The development comes amid a controversy involving a Chinese businesswoman suspected by US authorities of having links to Chinese intelligence agencies.
According to a Reuters report, an examination of more than 150 Chinese procurement notices, investment plans, construction contracts and company disclosures identified projects worth over 23 billion yuan, or approximately $3.2 billion.
These projects are spread across major technology centres in China’s coastal regions and remote western provinces. Many involve AI data centres planned around Nvidia’s advanced H100, H200 and H800 processors.
The projects include government-backed ventures, universities and regional computing centres. Some facilities are already operational or under construction, while others are still in the planning stage.
One project in China’s northwestern Gansu province was expected to install thousands of Nvidia chips before the end of 2026. However, it remains unclear whether the processors have arrived.
Jensen Huang’s departure could also weaken Nvidia’s influence in Washington, where lawmakers are pushing for stricter restrictions on advanced chip exports to China.
Nvidia has said that US export controls have effectively shut it out of China’s AI data-centre market. However, an IDC report estimated that Nvidia still accounted for 34% of China’s AI accelerator shipments in the first half of 2026.
The projects identified in the Reuters report have not been linked to the separate allegations involving the Chinese businesswoman. Nvidia’s board has launched an independent investigation, while the company has said there is no evidence that its trade secrets or US national security were compromised.
The US began restricting advanced Nvidia chip exports to China in 2022 and has gradually tightened the rules. These restrictions could create further uncertainty for Chinese AI developers relying on Nvidia technology.
