Tracking data claims 1.5GW of restricted Nvidia chips still ended up in China via smuggling

zephyr_z9 · x · 2026-11-13

A widely shared report excerpt claims its Accelerator Model, which tracks the production and destination of every AI chip, shows more than 1.5GW of restricted Nvidia chips ultimately ended up in China — a figure that doesn't even include chips Nvidia created to circumvent US rules. The report suggests the smuggling scale is directly tied to the resignation announced after only four days, and says it originally broke the story of Nvidia's rule-circumventing chips.

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