China's $3 billion-plus pipeline of Nvidia-powered AI data centres
Published . Updated .
Covered by 2 outlets: Reuters, Yahoo.
Who covered it: Center 2. How we rate outlets
Key takeaways
- By Eduardo Baptista BEIJING, Nov 13 (Reuters) - A Reuters review has identified more than $3 billion in Chinese computing projects built around Nvidia's restricted processors, even as the American
- Exposed: SMH, SOXX, QQQ, FXI, GOOGL
- Market reaction: price tracking starts with the next trading session.
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By Eduardo Baptista BEIJING, Nov 13 (Reuters) - A Reuters review has identified more than $3 billion in Chinese computing projects built around Nvidia's restricted processors, even as the American
Directly affected
- NVDA Nvidia-26.1% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- FXI iShares China Large-Cap ETF-2.2% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- ASML ASML Holding N.V-13.3% 10d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-10.2% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AVGO Broadcom+2.6% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AMD Advanced Micro Devices-7.6% 30d
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +12.42% | +1.63% | base | after close | after close | after close | after close |
| SMH | -7.61% | -3.62% | base | after close | after close | after close | after close |
| SOXX | -11.91% | -5.47% | base | after close | after close | after close | after close |
| QQQ | -4.63% | -1.94% | base | after close | after close | after close | after close |
| FXI | +4.36% | +2.79% | base | after close | after close | after close | after close |
| ASML | -4.85% | +0.72% | base | after close | after close | after close | after close |
| TSM | -7.50% | -2.24% | base | after close | after close | after close | after close |
| AVGONo price data for this ticker | — | — | — | — | — | — | — |
| AMDNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
China's $3 billion-plus pipeline of Nvidia-powered AI data centres Reuters
Source: Reuters
Vaneck Etf Trust (SMH) compared with energy stocks (XLE) since 13 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| ASML | three days earlier | +0.72% | final price |
| ASML | five days earlier | -4.85% | final price |
| Ishares China Large-Cap Etf (FXI) | three days earlier | +2.79% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | +4.36% | final price |
| NVDA | three days earlier | +1.63% | final price |
| NVDA | five days earlier | +12.42% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | -1.94% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | -4.63% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | -3.62% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | -7.61% | final price |
| Ishares Tr (SOXX) | three days earlier | -5.47% | final price |
| Ishares Tr (SOXX) | five days earlier | -11.91% | final price |
| TSM | three days earlier | -2.24% | final price |
| TSM | five days earlier | -7.50% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 21 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Gilbert Cisneros sold Nvidia (NVDA), worth $1,001 - $15,000 on 20 Oct 2026. That is 24 days before publication. Filed 10 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 37 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 21 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 35 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 52 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 80 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 31 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 50 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 70 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 84 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Companies in energy around Vaneck Etf Trust (SMH)
Companies mentioned with this story
- SMH Vaneck Etf Trust
For “China's $3 billion-plus pipeline of Nvidia-powered AI data centres,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
In “China's $3 billion-plus pipeline of Nvidia-powered AI data centres,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- QQQ Invesco Qqq Trust, Series 1
For “China's $3 billion-plus pipeline of Nvidia-powered AI data centres,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- FXI Ishares China Large-Cap Etf
In “China's $3 billion-plus pipeline of Nvidia-powered AI data centres,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
- GOOGL Alphabet
For “China's $3 billion-plus pipeline of Nvidia-powered AI data centres,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- META Meta Platforms
In “China's $3 billion-plus pipeline of Nvidia-powered AI data centres,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- MSFT Microsoft
Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “China's $3 billion-plus pipeline of Nvidia-powered AI data centres.” Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AMZN Amazon Com
In “China's $3 billion-plus pipeline of Nvidia-powered AI data centres,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
How energy news reaches Vaneck Etf Trust (SMH)
“China's $3 billion-plus pipeline of Nvidia-powered AI data centres” (13 Nov 2026) reaches Vaneck Etf Trust (SMH) through Energy.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.
What the saved facts support for Vaneck Etf Trust (SMH)
54 out of 100
“China's $3 billion-plus pipeline of Nvidia-powered AI data centres” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.