Smuggled GPUs equal 660K H100s; compute stats miss key gaps

An analyst argues that country-level GPU compute charts miss remote cloud access and Chinese resale channels, with smuggled GPUs reaching an estimated 660K H100-equivalents by customs data.

2026-10-29 ~ 2026-10-29 · 2 related posts

• Customs-based compute stats miss smuggled GPUs, domestic chips, and cloud rentals — pstAsiatech · 2026-10-29
• Malaysia's compute share exposes the remote-access gap in US chip export controls — pstAsiatech · 2026-10-29