Analysts link 1.5GW of smuggled Nvidia AI GPUs to China amid Jensen Huang's departure

SemiAnalysis analysts claim Jensen Huang's departure may stem from mass smuggling of Nvidia AI GPUs, with roughly 1.5 gigawatts of banned accelerators tracked flowing into China.

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Timeline · 2 reports

2026-11-13 11:00 · Tom's Hardware
Mass smuggling of up to 1.5 million Nvidia AI GPUs could be the underlying cause of Jensen Huang's departure, analysts claim
2026-11-13 01:13 · DEV Community — AI
After Jensen Huang's Departure: What AI Developers Should Watch

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