A Bloomberg analysis of documents and company filings show how China is building giant data centers in the desert to fuel its AI ambitions — and looking to buy 115,000 banned Nvidia chips to power them.

Huang’s trip also comes at the same time as the International Supply Chain Expo, a large-scale event supported by the Chinese government, which has previously been graced with the presence of leading global tech figures, such as Apple’s Tim Cook. Huang seeks to speak with government officials at the highest level, including the commerce minister.

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Nvidia plans to release a chip that is retrofitted from an existing Blackwell processor that was modified to meet chip export rules.

If China isn't able to import these chips, it could be that China is ready to make its own. Given Nvidia boss Jen-Hsun Huang has commented on the country's growing capabilities, China might be getting ready to fill its data centres with its own AI chips in the near future.

The Chinese firm has reached out to potential clients in the UAE, Saudi Arabia and Thailand about buying its Ascend 910B processors.

China plans to build 39 AI data centers using over 115,000 restricted Nvidia GPUs, with 70% going to a massive site in Xinjiang, potentially defying U.S. export bans and raising concerns over sourcing.

Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity. Click for more on AMD and NVDA.