SemiAnalysis 估算超 1.5 GW 被禁 Nvidia AI 芯片流入中国，并猜测其为黄仁勋离任背景
Mass smuggling of up to 1.5 million Nvidia AI GPUs could be the underlying cause of Jensen Huang's departure, analysts claim
AI 导读
SemiAnalysis 估算近年有超过 1.5 GW、最多约 150 万颗受限 Nvidia AI GPU 经非法渠道流入中国，规模堪比甚至超过 xAI 整个 Colossus 集群。