SemiAnalysis estimates over 1.5GW of Nvidia chips flowed into China
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In its latest newsletter, SemiAnalysis estimates that despite US export controls, more than 1.5GW of restricted Nvidia hardware has flowed into China, potentially equivalent to as many as 1.5 million GPUs. The firm also claims that Nvidia CEO Jensen Huang's sudden departure may be linked to these illicit exports, in addition to the exposure of a personal extramarital affair. Both the scale and the reason for the departure are SemiAnalysis's claims and have not been independently confirmed.
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- Hacker News AISmuggling 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.
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