Nvidia pushed back against a report alleging that Chinese AI startup DeepSeek has been using smuggled Blackwell processors—chips the U.S. bars from export to China—saying it has seen no substantiation and will investigate any credible tips. The rebuke follows an account in The Information that DeepSeek obtained the advanced parts through illicit channels. Nvidia’s China exposure remains a political flash point as Washington tightens controls on cutting-edge semiconductors.
The dust-up comes as U.S. policy continues to evolve: President Donald Trump said Nvidia may ship H200 chips to approved buyers in China if the U.S. receives 25% of those sales, a move criticized by some Republicans. DeepSeek drew industry attention in January with its low-cost R1 reasoning model and has hinted China will field next-generation chips of its own. Nvidia, a central supplier of AI GPUs, faces ongoing scrutiny over compliance amid intensifying U.S.-China tech competition.
Nvidia disputes claim that China’s DeepSeek used prohibited Blackwell AI processors
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