SemiAnalysis says large-scale smuggling of Nvidia AI GPUs into China may be the deeper reason for Jensen Huang's departure from Nvidia
Mass smuggling of Nvidia AI GPUs could be the underlying cause of Jensen Huang
AI summary
SemiAnalysis says Jensen Huang's sudden departure from Nvidia may be linked not only to the exposure of an extramarital affair but also to large-scale illegal exports of advanced AI accelerators to China. In its latest newsletter, the semiconductor research firm estimates that despite US export controls, more than 1.5GW of restricted Nvidia hardware has flowed into China, or the equivalent of up to 1.5 million GPUs.