由于美国加强打击非法出口，加上中国企业对人工智慧晶片的强劲需求，英伟达（Nvidia）AI晶片在中国黑市的价格在过去六个月中飙升了一倍以上。例如，配备八颗Blackwell GPU的旗舰DGX B300伺服器价格已从400万人民币上涨至超过800万人民币（约110万美元），而这款系统在美国的零售价仅约40万美元。

美国、台湾和马来西亚当局已联手打击晶片走私管道，并对多起重大走私案提起诉讼。英伟达对此表示，利用走私晶片拼凑数据中心是「死路一条」，因为该公司不会对受限制的产品提供任何技术支持或维修服务，且走私者将面临全球法律起诉。

同时，为加速推广华为Ascend 950PR等国产替代晶片，中国海关也收紧了对英伟达合法晶片（如H20和H200）的进口审查。这导致中国市场晶片短缺加剧，甚至推高了国内AI算力租赁的成本，使其逐渐追平甚至超越美国的价格水平。

Prices of Nvidia's AI chips on China's black market have more than doubled over the past six months as US crackdowns on illicit exports collide with strong demand from Chinese tech firms. For instance, the price of Nvidia's flagship DGX B300 server has soared to over Rmb8mn ($1.1mn) from Rmb4mn, compared to its typical US retail price of about $400,000.

Authorities in the US, Taiwan, and Malaysia have intensified investigations into smuggling routes, leading to high-profile prosecutions. Nvidia has warned that trying to build data centers from smuggled products is a "dead-end" since the company does not provide support or repairs for restricted products, and smugglers risk global prosecution.

Meanwhile, Chinese authorities have also tightened scrutiny on Nvidia's imports, such as the H20 and H200 chips, in an effort to accelerate the adoption of domestic alternatives like Huawei's Ascend 950PR. This tightening supply has worsened shortages and driven up AI cloud rental costs in China to levels comparable to or higher than those in the US.