THE NVIDIA AI GPU BLACK MARKET | Investigating Smuggling, Corruption, & Governments

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SUPPORT THIS MOVIE: https://store.gamersnexus.net/black-market-gpu-backers - the backer tiers are the only way to get digital rewards, like the wallpaper packs, bonus videos we're filming, behind-the-scenes with the team, and the USB key with the movie written to it! They are only available a limited time. NVIDIA (NVDA) GPUs have become so in-demand for so-called "AI" workloads that a black market has emerged around them. Where there's prohibition, there's smuggling, and there's money to be made for everyone in the chain. We found smugglers, users, fences, middlemen, and institutions in China, Taiwan, and the US involved in this pipeline flowing export controlled GPUs to China. This is in violation of US Government law, which now includes imposed numerous restrictions on semiconductor processing capabilities, making legitimate export of high-end GPUs to Chinese companies or governments impossible without rarely-granted licenses. But while this is going on, the US Government, NVIDIA, and AMD have been negotiating a cut of sales of two specific models of GPU in order to unblock over $6 billion in combined lost revenue between the companies. We also spoke with a factory about how they make GPUs for Yeston. Yeston is not involved in the black market and doesn't even make the high-end GPUs that are banned, but it gives us important insight as to how video cards are made and what the process is. The process is the same for all cards, and this means we can show a factory without issues from NVIDIA for a brand which makes high-end NVIDIA GPUs. Learn how Bloomberg copyright struck this video: https://www.youtube.com/watch?v=tUnRWh4xOCY COMPREHENSIVE TIMELINE: https://gamersnexus.net/gpus-news/timeline-gpu-export-controls-nvidia-gpu-bans-ai-gpu-black-market This is our first full-length, highly produced movie we've ever created. This was made possible thanks to our viewers supporting our ambitions. Grab the Blind Eye T-Shirt: https://store.gamersnexus.net/products/blind-eye-t-shirt-black-market Or the Black Market sticker pack: https://store.gamersnexus.net/products/nexus-smuggling-co-gpu-case-panel-sticker-pack-5-die-cut-transparent-stickers Get a Blacklisted sticker: https://store.gamersnexus.net/products/blacklisted-t-shirt-cotton Or a GPU VRAM gold halo pint glass: https://store.gamersnexus.net/products/gpu-vram-halo-glass You may also be interested in our E-waste Inductor dice, which include 7 tabletop gaming dice with inductors embedded within: https://store.gamersnexus.net/products/inductor-full-tabletop-mtg-dnd-premium-dice-set-7-piece-dice-wooden-box-token-card Like our content? Please consider becoming our Patron to support us: http://www.patreon.com/gamersnexus Find Mr. 5 on Bilibili here: https://space.bilibili.com/64391344 Find Brother Zhang on Bilibili: https://space.bilibili.com/611438407 And find Zhang on YouTube: https://www.youtube.com/@fydn/videos TIMESTAMPS 00:00:00 - The NVIDIA AI GPU Black Market 00:06:06 - WE NEED YOUR HELP 00:07:41 - A BIG ADVENTURE 00:10:10 - Ignored by the US 00:11:46 - BACKGROUND: Why the GBan 00:16:04 - TIMELINE 00:21:32 - H20 Revenue Share with the US 00:26:01 - Calculating BANNED GPUs 00:29:31 - OUR INFORMANTS 00:31:47 - THE SMUGGLING PIPELINE 00:33:39 - PART 1: HONG KONG Demand Drivers 00:43:14 - PART 1: How Suppliers Get the GPUs 00:48:18 - PART 1: GPU Rich and GPU Poor 00:56:19 - PART 1: DATACENTER with Banned GPUs 01:06:19 - PART 1: Chinese Military and Huawei GPUs 01:09:48 - PART 1: How China Circumvents the Ban 01:19:30 - PART 1: GPU MARKET in Hong Kong 01:32:39 - WIRING MONEY TO CHINA 01:36:29 - PART 2: CHINA Smuggling Process 01:43:26 - PART 3: SHENZHEN GPU MIDDLEMEN 01:50:22 - PART 3: AMD and INTEL GPUs Unwanted 01:56:34 - PART 4: THE GPU FENCE 02:06:01 - PART 4: FINDING the GPUs 02:15:12 - PART 4: THE FIXER IC Supplier 02:21:12 - PART 5: GPU WAREHOUSE 02:27:17 - PART 6: GPU MOD SHOP for VRAM and REPAIR 02:34:52 - PART 6: BUILD a Custom AI GPU 02:56:33 - PART 7: FACTORY 03:01:01 - PART 8: TAIWAN and SINGAPORE 03:02:06 - PART 9: SMUGGLER 03:05:11 - LEGALITY of Buying and Selling 03:08:05 - CORRUPTION: NVIDIA and Governments 03:26:51 - SIGNOFF ** Please like, comment, and subscribe for more! ** Follow us in these locations for more gaming and hardware updates: t: http://www.twitter.com/gamersnexus f: http://www.facebook.com/gamersnexus w: http://www.gamersnexus.net/ Our policies, processes, and ethics statements relating to review samples, advertising, travel, errors, and more are transparently and publicly available on this page: https://gamers.nexus/ethics-statements Steve Burke: Host, Writing, Lead Editing Vitalii Makhnovets: Editing Tim Phetdara: Editing Andrew Coleman: Editing, Graphics Tannen Williams: Camera Ben Benson: Research & Writing