China’s $3.2B AI Data Center Pipeline Still Specifies Restricted Nvidia Chips

The gap between policy intent and procurement reality is the story here: Beijing's push for domestic silicon has not yet translated into design changes on the ground, and the pipeline figure suggests substitution is slower than the rhetoric implies. This matters most for domestic chip suppliers positioned as alternatives and for the project developers carrying specification risk if enforcement tightens. Whether these projects actually complete their chip swaps before construction advances is the open question.