Mass smuggling of up to 1.5 million Nvidia AI GPUs could be the underlying cause of Jensen Huang's departure, analysts claim
Top analyst firm SemiAnalysis says it has tracked staggering 1.5 gigawatts of banned AI accelerators flowing into China.
SemiAnalysis, a leading semiconductor research firm, believes that the sudden departure of Nvidia CEO Jensen Huang may be linked to the widespread illicit export of advanced AI accelerators to China. The analysts estimate that over 1.5 gigawatts worth of restricted Nvidia hardware, potentially equivalent to 1.5 million GPUs, has reached China despite U.S. export controls.
This could be the underlying cause of Huang's departure from the company. The scale of these alleged violations may also explain why Huang's personal conduct became a major issue at this point in time, as some members of the U.S. intelligence community reportedly wanted to remove him due to his opposition to more aggressive restrictions on China's access to American AI hardware.
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