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Nvidia B300 Servers Hit $1 Million in China Amid US Export Crackdown

Nvidia’s advanced B300 AI servers are now reportedly selling for nearly $1 million each in China, almost double their U.S. price, as tighter American export restrictions and anti-smuggling enforcement create severe supply shortages. According to industry sources, the scarcity has transformed the B300 into one of China’s most expensive and sought-after AI computing assets.

The B300, equipped with eight GPUs and designed for high-performance AI inference, normally costs around $550,000 in the United States. In China, however, prices have surged to roughly 7 million yuan due to shrinking grey-market channels and rising demand from major Chinese technology firms racing to expand AI model deployment.

China’s growing need for AI infrastructure is accelerating the premium. Local firms are under pressure to secure hardware capable of efficiently processing tokens, a key monetization factor for generative AI systems. At the same time, many companies are cautious about directly owning restricted Nvidia systems because of potential exposure to U.S. sanctions.

The market disruption intensified after U.S. legal action against individuals tied to Nvidia partner Supermicro, further constraining unofficial supply routes. As a result, some Chinese companies are shifting from direct purchases to rentals, with monthly leasing costs reaching as high as 190,000 yuan.

This environment is also creating strategic opportunities for domestic rivals such as Huawei, which aims to capture market share as uncertainty around Nvidia’s H200 and B300 exports continues. Despite sanctions, Nvidia still holds a dominant position in China’s AI chip market, but prolonged restrictions may accelerate local alternatives and reshape competitive dynamics.

ASML dismisses claims of Chinese tool stockpiling, says ready for rare earth curbs

ASML has downplayed concerns that its expected decline in China sales next year is linked to Chinese chipmakers stockpiling its lithography machines, saying the slowdown reflects market dynamics rather than preemptive buying.

“The reason I rule out previous stockpiling is because systems that we ship are actually in a chips factory,” said Chief Financial Officer Roger Dassen during a press briefing on Wednesday. His comments followed ASML’s third-quarter earnings report, which warned of a significant fall in Chinese demand in 2025.

Chinese customers accounted for 42% of ASML’s machine sales in the latest quarter, making China its largest single market. However, U.S. lawmakers have urged tighter export restrictions on ASML, alleging that Chinese firms are purchasing chipmaking tools beyond domestic needs to hedge against future sanctions.

ASML, the world’s top semiconductor equipment maker, said it remains confident in the resilience of its business outside China, despite ongoing geopolitical uncertainty.

Dassen also addressed concerns about China’s rare earth export restrictions, emphasizing that ASML is well prepared in the short term. “We have inventory, we have alternatives. But of course, there is an impact we are navigating,” he said.

China produces over 90% of the world’s processed rare earths and magnets, which are essential components in ASML’s chipmaking tools. Dassen cautioned that longer-term disruptions could be more serious if global trade tensions deepen. “It’s important the world continues to trade so we don’t face lasting limitations,” he said.