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Analysts at SemiAnalysis claim Jensen Huang's departure from Nvidia relates to illicit exports of 1.5 GW of restricted hardware to China. The firm estimates 1.5 million to 2.142 million units were diverted, citing cases where $2.5 billion in servers were sold to Southeast Asia with $510 million diverted.
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Summary by ByteBrief

Nvidia CEO Jensen Huang Linked to Spy Plot

Jensen Huang's Exit From Nvidia Puts The Sovereign AI Race To The Test

Jensen Huang's resignation caps a 33-year career, growing Nvidia from a GPU maker to AI giant; born in Taiwan, he moved to the US at 10 and owns 3.6% of Nvidia (Amrith Ramkumar/Wall Street Journal)