Column chart. Epoch AI's trade data implies that restricted NVIDIA compute arriving in China rose from about 13,000 H100-equivalents in the first quarter of 2024 to a peak of about 246,000 in the first quarter of 2025. It fell to about 64,000 in the third quarter of 2025, and was about 164,000 and 63,000 in the first two quarters of 2026.