How a Blacklisted Chinese Tech Giant Kept Buying America’s Best A.I. Chips
Reported by New York Times Business · nytimes.com · September 6, 2026
Washington imposed sanctions on Inspur because of its work with the Chinese military. But the company’s subsidiary kept shipping Nvidia’s best chips to feed China’s leading A.I. firms.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $NVDA +0.84%
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