Smuggling Nvidia GPUs to China
Are GPUs being smuggled into China? Nvidia says no. But Steve Burke, editor in chief of Gamer Nexus, has traced out the entire smuggling chain in an epic three-hour YouTube documentary. Earlier this year, he also he filmed another masterpiece of independent journalism exploring the impact of tariffs on America’s gaming computer ecosystem. In today’s conversation, we discuss… Steve’s investigative process, including how he found people in mainland China willing to speak on the record about black market GPUs, The magnitude of smuggling, weaknesses in enforcement, and crudeness of US restrictions, China’s role in manufacturing GPUs they aren’t allowed to buy, And what it takes to stand up to Nvidia as an independent journalist. Listen now on your favorite podcast app. Jordan Schneider: Steve, you are a madman. What motivated you to try to trace the GPU smuggling supply chain from the US into China? Steve Burke: Honestly, I saw a Reuters story a couple of years ago about the concept of a G
Smuggling Nvidia GPUs to China An investigation Jordan Schneider and Lily Ottinger Aug 22, 2025 87 11 27 Share Are GPUs being smuggled into China? Nvidia says no. But Steve Burke, editor in chief of Gamers Nexus, has traced out the entire smuggling chain in an epic three-hour YouTube documentary. Earlier this year, he also he filmed another masterpiece of independent journalism exploring the impact of tariffs on America’s gaming computer ecosystem. In today’s conversation, we discuss… Steve’s investigative process, including how he found people in mainland China willing to speak on the record
Explore this link on the map →saved by
related reading
- General-purpose computing on graphics processing units - Wikipediaen.wikipedia.org
- NVIDIA Isn't Enron - So What Is It?wheresyoured.at
- tphuang on X: "Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips, transshipment to Chinese SOE DCs. I have pretty solid src that just 6000 out of 100k racks in Meta's Hyperion DC will be Nvidia cards.x.com
- Nvidia Part I: The GPU Company (1993-2006) | Acquiredacquired.fm
- Nvidia Envy: understanding the GPU gold rushblog.johnluttig.com
- America Against China Against America - by Jasmine Sunjasmi.news
- Peter Yang on X: "5/ In a gold rush, sell the shovels. Nvidia's GPUs could be the most lucrative shovels ever. If you found this thread helpful, follow me @petergyang and RT the first tweet below:" / Xtwitter.com
- Inside NVIDIA GPUs: Anatomy of high performance matmul kernels - Aleksa Gordićaleksagordic.com
- Nvidia Part II: The Machine Learning Company (2006-2022) | Acquiredacquired.fm
- Demystifying GPU Compute Architectures - by Babbagethechipletter.substack.com
- Where are the builders? | near.blognear.blog
- Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3Esemianalysis.com