在华盛顿当局的压力下，辉达的合规流程显著升级，包括派遣员工视察客户的资料中心、核实合约并面谈终端使用者，以确保企业的真实性。此外，今年三月美国检方起诉美超微（Supermicro）相关人员，指控他们利用东南亚公司作为转运实体，将价值25亿美元的晶片走私至中国，显示出透过第三方经纪人建立黑市的问题严重。
这波打击行动加剧了中国AI晶片的短缺，尽管中国正努力扩大国内产能，但由于缺乏先进制造设备，产量仍远低于全球竞争对手。随著科技公司扩大使用需要大量算力的AI代理工具，中国国内供应已无法满足激增的需求，导致所有等级的国产AI晶片皆被抢购一空。
Nvidia has recently established a new corporate "white list" and implemented stricter compliance checks to prevent its advanced AI chips from reaching China. This move has resulted in a more than 50 percent reduction in its authorized Asian customers across countries like Singapore, Malaysia, and Japan. It reflects a broader US effort to close loopholes that allow advanced chips to enter China via third countries.
Under pressure from Washington, Nvidia has significantly escalated its compliance processes, which now involve staff visiting customer data centers, verifying contracts, and interviewing end-users to confirm business authenticity. Additionally, US prosecutors indicted Supermicro personnel in March for allegedly smuggling $2.5 billion worth of chips to China using a Southeast Asian pass-through entity, highlighting the severe issue of black markets facilitated by third-party brokers.
This recent crackdown has exacerbated the shortage of AI chips in China. Although China is trying to expand its domestic production capacity, output remains far below global competitors due to a lack of advanced manufacturing equipment. As technology companies increase their use of computationally intensive AI agents, domestic supply cannot meet the surging demand, resulting in all available domestic AI chips being sold out regardless of their grade.