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Nvidia B300 Servers Hit $1M in China as US Curbs Tighten Supply

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Nvidia’s advanced B300 AI servers are reportedly selling for nearly 7 million yuan, around $1 million, in China as stricter US export controls and anti-smuggling crackdowns sharply reduce supply. According to industry sources, prices have almost doubled from roughly 4 million yuan late last year, creating a major scarcity premium in the Chinese grey market.

The B300 server, equipped with eight B300 GPUs, costs around $550,000 in the United States, but Chinese demand for high-end AI computing has pushed prices far beyond that level. Chinese technology companies are aggressively seeking cost-efficient hardware to power AI inference and token generation, while many remain cautious about directly holding Nvidia systems due to sanctions concerns.

Reuters reports that pressure increased after US authorities prosecuted Supermicro co-founder Wally Liaw in March, disrupting key black-market supply channels. Nvidia emphasized that B300 systems are restricted from sale in China and warned that unauthorized diversion would receive no support or service from the company.

Some Chinese firms unable to afford direct purchases are instead turning to rentals, with short-term annual contracts reaching 190,000 yuan per month. At the same time, domestic players like Huawei are trying to capitalize on Nvidia’s restricted access, challenging Nvidia’s estimated 55% Chinese AI chip market share.

The surge highlights how geopolitical restrictions are reshaping China’s AI infrastructure market, driving up costs while accelerating local competition in advanced computing hardware.

China forces Meta to unwind Manus AI deal

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Meta is reportedly preparing to reverse its $2 billion-plus acquisition of AI startup Manus after Chinese regulators blocked the deal on national security grounds.

According to reports, Beijing ordered Meta to fully unwind the acquisition, restore Manus’s Chinese assets, and remove any transferred data or technology. Regulators have reportedly set a preliminary deadline of several weeks and may impose penalties if the reversal is incomplete.

Manus investors, including major Asian backers, are reportedly coordinating around the unwinding process, while some investors have already received returns.

The case reflects China’s growing scrutiny of foreign investment in domestic frontier AI firms, especially ahead of broader U.S.-China diplomatic negotiations.

Chinese SUV Test Raises Concerns for US Automakers

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A detailed evaluation by Edmunds of a Chinese SUV has highlighted growing competitive pressure on U.S. carmakers, particularly in technology and pricing.

The vehicle tested, the Geely Galaxy M9 from Geely, is an extended-range hybrid SUV priced at around $25,000 in China. Despite regulatory barriers preventing its sale in the United States, Edmunds conducted a full performance assessment, including real-world driving and a 227-point evaluation.

According to Edmunds’ Editor-in-Chief Alistair Weaver, the M9’s features and technology are “ahead” of many vehicles currently available in the U.S. market. The model includes a large 30-inch infotainment display, advanced in-car entertainment features and premium additions such as a built-in refrigerator and exterior speakers.

Performance metrics also stood out. The M9 offers an estimated range of over 800 miles, combining electric driving with a gasoline-powered generator. It can travel approximately 100 miles purely on electric power, exceeding expectations for similar upcoming models in Western markets.

Edmunds concluded that the vehicle competes with significantly more expensive models such as the Hyundai Palisade, Kia Telluride and Toyota Grand Highlander—despite costing roughly half as much in its home market.

While Chinese vehicles remain largely excluded from the U.S. due to tariffs and regulatory barriers, consumer interest is rising. Surveys indicate growing openness to Chinese brands, with some buyers even exploring indirect import routes via neighboring countries.

The findings underscore a broader industry shift. Chinese automakers, operating in a highly competitive domestic market, are delivering feature-rich vehicles at aggressive price points. This dynamic is pushing global competitors, including Ford and Stellantis, to accelerate development of hybrid and next-generation vehicle technologies.

Analysts warn that if access to such vehicles remains restricted, U.S. consumers could face higher prices and slower innovation compared to global markets.