SemiAnalysis claims that up to 1.5 million banned Nvidia AI GPUs, about 1.5 GW of accelerators, have flowed into China through smuggling.

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, the analysts estimate that more than 1.5 gigawatts (GW) of restricted Nvidia hardware, equivalent to up to 1.5 million GPUs, has reached the country despite U.S. export controls.