--- title: "\"We're Not Shipping Blackwells to China\": A DeepSeek Report Raises Fresh Export Risk for Nvidia (NVDA) Ahead of Earnings" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/276703661.md" description: "A report claims that China's DeepSeek may have trained an AI model using Nvidia's Blackwell chips, despite U.S. export restrictions. This raises concerns about Nvidia's export policy risks ahead of its earnings report. A senior official stated that while Blackwell shipments to China are prohibited, the chips might have reached China through indirect means. Nvidia's shares rose nearly 1% to $191.55 on the news." datetime: "2026-02-24T08:15:47.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276703661.md) - [en](https://longbridge.com/en/news/276703661.md) - [zh-HK](https://longbridge.com/zh-HK/news/276703661.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/276703661.md) | [English](https://longbridge.com/en/news/276703661.md) # "We're Not Shipping Blackwells to China": A DeepSeek Report Raises Fresh Export Risk for Nvidia (NVDA) Ahead of Earnings China's DeepSeek may have trained its next AI model on Nvidia's (NVDA) most advanced chip, even though U.S. export rules ban those sales to China. That is the claim from a senior Trump administration official in a new _Reuters_ report. In fact, the news report raises two key issues at once: the first points to very strong demand for Nvidia's top chips, while the second adds fresh policy risk. Importantly, this report breaks a day before Nvidia reports its fourth-quarter earnings. ### Claim 50% Off TipRanks Premium - Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions - Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential According to the official, DeepSeek used Nvidia's Blackwell chips to train a new model that could launch as soon as next week. The official said, "We're not shipping Blackwells to China," and added that the chips are likely clustered at a data center in Inner Mongolia. U.S. export controls currently bar Blackwell shipments to China. Nvidia declined to comment, and DeepSeek did not respond to _Reuters_. At the same time, the official said DeepSeek may remove "technical indicators" that could reveal the use of U.S. chips. If confirmed, that would suggest the chips reached China through indirect channels. The report does not explain how the chips were obtained, and the U.S. government did not share details on how it gathered the information. Meanwhile, NVDA shares rose nearly 1% on Monday, closing at $191.55. ### 相關股票 - [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-HK/quote/XSD.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-HK/quote/NVDY.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-HK/quote/PSI.US.md) - [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-HK/quote/NVDQ.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-HK/quote/SMH.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-HK/quote/NVDU.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/zh-HK/quote/07788.HK.md) - [XI2CSOPNVDA (07388.HK)](https://longbridge.com/zh-HK/quote/07388.HK.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-HK/quote/NVDD.US.md) ## 相關資訊與研究 - [Argentarii LLC Acquires 20,602 Shares of NVIDIA Corporation $NVDA](https://longbridge.com/zh-HK/news/281612604.md) - [Nvidia Stock (NVDA) Braces for a Quick Snapback after a Rare Two-Quarter Losing Streak](https://longbridge.com/zh-HK/news/281360100.md) - [Nvidia (NVDA) H100 Prices Surge 40% as New GPUs Fail to Meet Insatiable Demand](https://longbridge.com/zh-HK/news/281588202.md) - [Nvidia Stumbled in the First Quarter: Here are My Top 3 Nvidia Predictions for the Second Quarter](https://longbridge.com/zh-HK/news/281620093.md) - [Nvidia’s $2 Billion Investment in Marvell: What Kind of Company Is Marvell?](https://longbridge.com/zh-HK/news/281372238.md)