The Financial Times recently published an investigation into chip exports during an early three-month phase in the Trump administration, when export controls were being tightened to prevent the sale of high-powered US AI hardware to China. According to the FT, at least $1 billion worth of Nvidia GPUs were shipped to those sanctioned shores during this period, although the exact method of their entry is under dispute.
The FT says that it analysed "dozens of sales contracts, company filings, and multiple people with direct knowledge of the deals" in order to come to the conclusion that Nvidia's B200 AI GPU was the most widely available product in what it describes as a "rampant" Chinese black market, without Nvidia's apparent knowledge.
