how many B30A / Blackwell GPUs will China purchase by EOY 2026
2
แน14672026
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This will resolve somewhat subjectively to my best guess.
I may resolve PROB if precise numbers aren't knowable.
I won't trade after setting initial probabilities
Measured starting from Dec 1, 2025
I will include estimates of smuggled chips (with a moderately high bar for evidence and estimates).
If other superior blackwell models are exported (e.g. B300), I will also count the number of B30A equivalents (B300 ~= 2x B30A). RTX6000D will not count.
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1,000and
1.00
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