[Global] NVIDIA Chip Prices in China's Black Market Surge 2-3 Times Due to US Export Controls

Strengthened US export controls on semiconductors to China have led to a sharp price increase in the Chinese black market for NVIDIA AI servers and GPUs. Prices for the flagship DGX B300 AI server have doubled in six months, reaching up to three times the official US price. Desktop RTX 6000 Pro chips have also surged, with prices rising from 50,000 yuan to 130,000 yuan. Tightened export routes and legal enforcement against illicit shipments have exacerbated shortages, with older A100 chips seeing prices triple. NVIDIA CEO Jensen Huang emphasized national security priorities, warning against illicit data center construction. The accelerating development of Chinese alternative chips raises questions about NVIDIA's potential market recovery.