SemiAnalysis says over 1.5 GW of restricted Nvidia AI chips reached China, which may have spurred the CEO’s departure.
NoteBy OossaPublished by Oossa: 1 min read
SemiAnalysis, a semiconductor research firm, says that more than 1.5 GW of Nvidia’s restricted AI accelerators have been smuggled into China despite U.S. export controls. The firm suggests the illicit shipments could be a factor behind Jensen Huang’s sudden exit from Nvidia, alongside personal scandal reports.
If the smuggling is confirmed, tighter export enforcement could disrupt AI chip supply chains for Chinese companies.
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Both countries are investigating AI hardware imports amid fears the chips could be rerouted to China, following Jensen Huang's resignation.
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