Analysts claim Jensen Huang's Nvidia exit linked to smuggling of 1.5 million AI GPUs worth 1.5 gigawatts to China, bypassing U.S. export controls

Mass smuggling of up to 1.5 million Nvidia AI GPUs could be the underlying cause of Jensen Huang's departure, leading analysts claim — more than 1.5 gigawatts of banned chips tracked to China despite export controls

Leading semiconductor research firm SemiAnalysis believes that Jensen Huang's sudden departure from Nvidia may have been driven not only by revelations about his personal extramarital relationships, but also by widespread illicit exports of advanced AI accelerators to China. In its latest newsletter, analysts estimate that more than 1.5 gigawatts (GW) worth of restricted Nvidia hardware, which could be equivalent to up to 1.5 million GPUs, has reached the country despite U.S. export controls.Get...