Sovereign AI, China, export controls, and CUDA alternatives reshape NVIDIA’s expansion

Reports of 32 B300 GPUs inside China Telecom’s network leave location and route unknown, and NVIDIA disputes the scale of diversion. Firebird reportedly obtained a U.S. license for 45,000 GPUs for Kazakhstan, but authorization is not delivery; offshore compute-rental routes and proposed policy changes remain uncertain. Claims that export controls eliminate China as a growth market require qualification.