NVIDIA (NVDA) GPUs have become so in-demand for so-called "AI" workloads that a black market has emerged around them. Where there's prohibition, there's smuggling, and there's money to be made for everyone in the chain. We found smugglers, users, fences, middlemen, and institutions in China, Taiwan, and the US involved in this pipeline flowing export controlled GPUs to China. This is in violation of US Government law, which now includes imposed numerous restrictions on semiconductor processing capabilities, making legitimate export of high-end GPUs to Chinese companies or governments impossible without rarely-granted licenses. But while this is going on, the US Government, NVIDIA, and AMD have been negotiating a cut of sales of two specific models of GPU in order to unblock over $6 billion in combined lost revenue between the companies. This is our first full-length, highly produced movie we've ever created. This was made possible thanks to our viewers supporting our ambitions.
Checking...Scrape Manually
Director
Steve Burke
Writer
Steve Burke
Lead Editor
Steve Burke
Editor
Vitalii Makhnovets
Editor
Tim Phetdara
Editor
Andrew Coleman
chinablack marketinvestigationsmuggling
Status
Released
Budget
$480,000
Countries
Companies
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THE NVIDIA AI GPU BLACK MARKET | Investigating Smuggling, Corruption, & Governments
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Aug 17, 2025
Detained by a Government & Probably Blacklisted by NVIDIA for Our Next Investigation