Nvidia Stock Investors Just Got Major News From China

This article first appeared on GuruFocus.

Nvidia (NASDAQ:NVDA) B300 servers are fetching about 7 million yuan, or roughly $1 million, in China as tighter U.S. export controls and pressure on supply channels lift prices for the AI hardware.

The B300 is Nvidia’s top-end system for AI workloads, and its China price has climbed from about 4 million yuan late last year, the report said. In the U.S., the same server, which holds eight B300 GPUs, costs about $550,000, underscoring a widening gap between the two markets.

Sources told Reuters the premium has grown as the grey market, once a key supply route, has come under strain after Washington tightened enforcement. The report also linked the shortage to March U.S. action against Yih-Shyan Wally Liaw, a co-founder of Nvidia partner Supermicro.

Some Chinese buyers are turning to rentals instead of purchases. One-year contracts are running as high as 190,000 yuan a month, according to the report.