Overview

• ZJK Industrial issued a GlobeNewswire notice instructing media to disregard its June 5 announcement about ramping up AI hardware production for Nvidia’s B40 project.
• Nvidia confirmed it remains excluded from China’s $50 billion data center sector until it finalizes a compliant design and secures U.S. government approval.
• The company has written off $5.5 billion in inventory and foregone about $15 billion in potential Chinese sales due to export restrictions.
• The B40 AI accelerator, built on Nvidia’s Blackwell architecture and tailored for Chinese deployment, is stalled by ongoing regulatory hurdles.
• Domestic competitors such as Huawei are advancing in AI chip development, intensifying pressure on Nvidia’s market leadership.