SemiAnalysis: Smuggling of up to 1.5M Nvidia AI GPUs may be behind Jensen Huang's departure

SemiAnalysis analysts suggest Jensen Huang's sudden departure from Nvidia may be tied not only to revelations about his personal extramarital relationships but also to widespread illicit exports of advanced AI accelerators to China. In its latest newsletter, the firm estimates that more than 1.5 gigawatts of restricted Nvidia hardware, potentially equivalent to up to 1.5 million GPUs, has reached China despite U.S. export controls.