Nvidia (NASDAQ:NVDA) chips keep China’s repair shops busy despite U.S. export bans. Reuters reports that about a dozen boutique firms in Shenzhen have quietly built businesses fixing advanced Nvidia AI chipsH100s, A100s and morethat shouldn’t even be in the country.
One repair shop spun off a new unit late last year and now handles up to 500 GPUs a month, underscoring really significant repair demand, says a co?owner who’s been tuning Nvidia gaming cards for 15 years.
Meanwhile the Financial Times notes that nearly $1 billion of Nvidia AI chips still flowed into China in the three months after tighter U.S. export curbs, highlighting gaps in enforcement and the lengths firms will go to fuel AI projects.
Analysts say these repair services not only keep existing hardware alive but also chip away at the impact of export restrictions meant to slow China’s AI push.
This article first appeared on GuruFocus.