"Prices for NVIDIA's B300 AI servers in China have surged from roughly 4 million yuan late last year to 7 million yuan today, driven by the Supermicro co-founder's arrest and tighter enforcement."
"The near-doubling in price reflects a scarcity premium that has intensified sharply since early 2026, as a crackdown on chip smuggling closed the grey-market supply channel."
"Rental prices for B300 servers in China have also surged, with short-term contracts reportedly reaching as high as 190,000 yuan per month, highlighting the extremity of compute scarcity."
"Chinese technology companies are scrambling for the hardware needed to monetize their AI models and are structuring arrangements to avoid holding Nvidia hardware directly on their balance sheets."
NVIDIA's B300 AI servers are now priced at approximately 7 million yuan in China, nearly double their US list price. This price surge is attributed to the arrest of Supermicro co-founder Wally Liaw and tighter enforcement against chip smuggling. The crackdown has eliminated grey-market supply channels, leading to a scarcity premium. Rental prices for these servers have also increased significantly, with short-term contracts reaching up to 190,000 yuan per month. Chinese tech companies are restructuring to avoid holding Nvidia hardware directly due to fears of US sanctions.
Read at TNW | Nvidia
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