China's $3 billion-plus pipeline of Nvidia-powered AI data centres
NVDA•A review identified more than $3 billion in Chinese computing projects built around restricted Nvidia processors, including proposed centres costing 6.2 billion yuan and 3 billion yuan. Other projects are under construction or operating, but the review found no confirmation that processors in one contracted project had been delivered.
1. Projects across China
The projects span coastal technology hubs and western provinces. A proposed 6.2 billion yuan ($873 million) centre in Fujian specifies Nvidia H100 chips; projects in Shaanxi and Jilin are valued at 3 billion yuan and 2.26 billion yuan, respectively, and another in Inner Mongolia proposes 625 Nvidia H200 servers.
2. Contracts and operating clusters
A Gansu project awarded a 1.16 billion yuan construction contract in July plans to install about 3,072 Nvidia processors, though tender documents do not establish whether the chips have been delivered. A computing cluster using Nvidia H800 processors entered operation in Wuxi in March 2025. Damingcheng disclosed that a computing venture had built an H800 cluster, but its 759 million yuan services agreement ended early.
3. Supply risks
The projects show developers' reliance on US processors that could face trade restrictions. Tighter curbs risk construction delays, higher costs or redesigns around domestic alternatives. Smaller purchases included three H100 processors for Shenzhen University and two H200 chips bought by Northwestern Polytechnical University.
