Overview

• Financial Times reporting says customs teams, coordinated with the Cyberspace Administration of China, are inspecting inbound data‑center hardware with a focus on Nvidia’s H20 and RTX 6000D.
• The inspections that began with those two models have broadened to cover all advanced semiconductor products entering the country.
• ByteDance, Alibaba and other tech firms were previously told to halt new Nvidia purchases, leaving operators to lean on existing inventory as shipments face holds.
• The FT report notes earlier lax controls allowed nearly $1 billion of Nvidia GPUs to be smuggled into China over three months starting in May.
• Beijing is pushing domestic accelerators from companies such as Huawei and Cambricon, yet rollouts face hurdles including HBM supply constraints, fab capacity limits and Nvidia’s entrenched software ecosystem.