NEWSCENTRAL reports that in 2026, the Chinese server market for Nvidia has experienced a sharp increase in equipment prices. The cost of B300 servers, which play a key role in AI solutions, has risen to 7 million yuan (approximately 1 million USD) per unit – almost double the price from the end of 2025. This increase is due to not only growing demand from Chinese tech companies but also stricter US export restrictions, which have significantly impacted equipment availability.
Experts at NEWSCENTRAL analyze the current situation in the Chinese Nvidia server market, highlighting US sanctions as a central factor. These restrictions complicate the procurement of high-tech AI equipment, leading to a market shortage and driving up prices. Since the beginning of 2026, the price of B300 servers has increased from 4 million yuan to 7 million, adding additional pressure on Chinese companies that are already facing economic challenges.
Nvidia servers equipped with GPUs, featuring 288 GB of memory and 14 petaflops of computing power, are highly sought after for machine learning and other AI tasks. Due to the high prices, many Chinese companies, despite wanting to purchase the necessary equipment, are now seeking alternative solutions, such as server rentals. However, even rental prices are rising: the cost of short-term rental for B300 servers has reached 190,000 yuan per month.
Additionally, some Chinese companies have started developing their own AI chips to reduce dependence on foreign technologies. For instance, Huawei is actively investing in creating its own AI solutions to mitigate the impact of sanctions and reduce reliance on external suppliers. However, the current situation shows that dependence on foreign technologies remains high, and Chinese companies will continue to face challenges in the coming months.
The rise in prices is also significantly influenced by the gray market. With official Nvidia server supply channels limited, many Chinese companies are forced to seek out illegal channels for acquiring the necessary equipment, further exacerbating the shortage and pushing prices higher.
Freddy Miller, a Senior Analyst at NEWSCENTRAL, states: “The mounting pressure from sanctions and the growing server shortage are creating a unique situation for Chinese companies. Despite efforts to find alternative solutions, including rentals, it is clear that this is a temporary measure and cannot fully solve the shortage problem.”
In the coming months, the Chinese Nvidia server market will continue to experience a shortage, forcing companies to explore solutions through rentals or the development of their own chips. However, despite efforts to create alternative solutions, companies like Huawei will continue to rely on high-quality equipment from Nvidia and other Western manufacturers.
This shortage and rising prices for AI equipment highlight the importance of reducing reliance on Western technologies. In the long term, China is likely to continue the active development of its own AI solutions, which could change the global technological landscape.
However, as experts at NEWSCENTRAL emphasize, Chinese companies still have a long way to go to achieve this goal. In the medium term, despite efforts to develop their own chips, dependence on foreign supplies will remain high, which will undoubtedly continue to pressure the Chinese market.
NEWS CENTRAL predicts that in the coming months, the Chinese server market will remain under pressure. Amid continued shortages and high prices, Chinese companies will seek new ways to bypass sanctions and find cheaper alternatives. This process will lead to further growth in server rentals and accelerated adoption of domestic AI technologies. China will continue to develop its chips and computing solutions for AI, which could reduce its reliance on external supplies, but this process will take several years.