Smuggling of 1.5M AI GPUs could be the cause of Huang's departure

SemiAnalysis believes 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, the firm estimates that more than 1.5 gigawatts (GW) worth of restricted Nvidia hardware, potentially equivalent to up to 1.5 million GPUs, has reached China despite U.S. export controls.