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THE NVIDIA AI GPU BLACK MARKET poster

THE NVIDIA AI GPU BLACK MARKET

2025 • 3h29m Documentary

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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. This is our first full-length, highly produced movie we've ever created. This was made possible thanks to our viewers supporting our ambitions.

Details

Director

Steve Burke

Screenplay

Steve Burke

Ben Benson

Cast

Steve Burke

Release date

8/17/2025

Status

Released

Budget

$480,000

Origin country

US