SemiAnalysis 称约 150 万块受限 Nvidia GPU 流入中国,或与黄仁勋离职有关
Smuggling of 1.5M AI GPUs could be the cause of Huang's departure
半导体研究机构 SemiAnalysis 认为,黄仁勋突然离开 Nvidia 的原因可能不只是其个人婚外情曝光,还包括大量先进 AI 加速器被非法出口到中国。该机构在最新通讯中估算,尽管美国实施出口管制,仍有超过 1.5 吉瓦的受限 Nvidia 硬件流入中国,最多相当于 150 万块 GPU。
Leading semiconductor research firm SemiAnalysis believes that Jensen Huang's sudden departure from Nvidia may have been driven not only by revelations about his personal extramarital relationships, but also by widespread illicit exports of advanced AI accelerators to China. In its latest newsletter, analysts estimate that more than 1.5 gigawatts (GW) worth of restricted Nvidia hardware, which could be equivalent to up to 1.5 million GPUs, has reached the country despite U.S. export controls.
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来源:Hacker News · tomshardware.com