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Is China's DeepSeek Using Smuggled Blackwell AI Chips? Nvidia says...

Nvidia denies DeepSeek's use of unauthorized Blackwell chips amid U.S. export ban and political tensions over AI technology access.

  • On Wednesday, Dec. 3, 2025, Nvidia Corp. refuted a report that DeepSeek used smuggled Blackwell chips while Jensen Huang was publicly in Washington.
  • U.S. export restrictions on Blackwell chips have barred Blackwell-class GPUs to China, and The Information alleged unauthorized shipments fueled DeepSeek's rapid ascent with its R1 model.
  • Nvidia's spokesperson said it hasn't seen substantiation of `phantom datacenters` and is developing an optional location-verification capability to help data-centre operators and OEM partners.
  • Regulators and industry are facing increased pressure to tighten tracking and enforcement of chip shipments, while chipmakers and export-control enforcement across jurisdictions must improve coordination.
  • Blackwell-Class GPUs represent a crucial edge in AI training, and if smuggling occurred, authorities would face tough tracing challenges; President Donald Trump said H200 shipments to approved customers must yield the U.S. 25% of sales.
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Zero Hedge broke the news in United States on Wednesday, December 10, 2025.
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