Analysts link mass smuggling of Nvidia AI GPUs to China to Jensen Huang's departure

SemiAnalysis analysts claim up to 1.5 million banned Nvidia AI GPUs, about 1.5 gigawatts of accelerators, were smuggled into China despite export controls, and suggest the smuggling could underlie Jensen Huang's departure.

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Timeline · 3 reports

1. 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, leading analysts claim — more than 1.5 gigawatts of banned chips tracked to China despite export controls
2. 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
3. 2026-11-13 01:13 · DEV Community — AI
   After Jensen Huang's Departure: What AI Developers Should Watch