[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"branding":3,"analytics":7,"article-semianalysis-puts-banned-nvidia-chips-in-china-at-15-gw":10,"sections":38},{"siteName":4,"siteTagline":5,"publisherName":4,"contactEmail":6},"The Revision","Tech news, decoded.","editor@therevision.news",{"gaMeasurementId":8,"adsenseClientId":9},"G-ZW2MV82GYR","ca-pub-8533917693782264",{"article":11},{"id":12,"slug":13,"title":14,"dek":15,"body_md":16,"tags_json":17,"published_at":18,"created_at":19,"updated_at":20,"status":21,"review_note":22,"review_notes":23,"image_url":22,"persona_id":22,"persona_name":22,"section":30,"tags":31,"sources":36,"feedback":37,"feedback_at":22,"cost_usd":37,"total_tokens":37},13038,"semianalysis-puts-banned-nvidia-chips-in-china-at-15-gw","SemiAnalysis Puts Banned Nvidia Chips in China at 1.5 GW","SemiAnalysis says 1.5 GW of restricted Nvidia hardware reached China and speculates it fed Huang's exit, but offers no direct evidence.","SemiAnalysis, a semiconductor research firm, estimates that more than 1.5 gigawatts of export-restricted Nvidia hardware has reached China, and it floats that as a possible factor in Jensen Huang's sudden departure from Nvidia. The firm offers no direct evidence for that link.\n\nThe departure itself is tied to revelations about Huang's extramarital relationships. Those include an affair with Alice Huang, an executive at Megaspeed whom reports describe as an alleged Chinese intelligence asset. SemiAnalysis argues the smuggling may explain why his personal conduct became a major issue at this particular moment.\n\nThe 1.5 GW figure comes from the firm's own Accelerator Model, which tracks AI chip production and destinations. It excludes China-specific parts such as the H20 and H800. SemiAnalysis said the U.S. Department of Commerce reached a similar conclusion, but it did not publish a chip count or a split by product generation. Assuming nameplate power, 1.5 GW works out to roughly 2.14 million H200s at 700W each, or 1.5 million B200s at 1,000W each.\n\nTwo court cases back up the broader picture, and both are still pending. In March 2026, prosecutors charged Supermicro co-founder Wally Liaw and two others over servers worth about $2.5 billion sold to a Southeast Asian company, with $510 million of equipment allegedly diverted to China and obtained by Alibaba. A separate case involves nine people accused of exporting 130 B300-based servers, 74 of which allegedly reached China.\n\nThe firm's theory is that some U.S. intelligence officials wanted Huang gone because he opposed tighter limits on Chinese access to American AI hardware. It also notes that the Remote Access Security Act, which passed the House on January 12, would extend export controls to cloud access outside China. SemiAnalysis said Nvidia and Oracle oppose it.\n\nThe scale is the credible part: 1.5 GW is on the order of xAI's entire existing Colossus build-out. The motive is conjecture. The firm's more concrete argument is that blanket bans could push Chinese developers toward domestic chips, so it prefers capped access through trusted providers under U.S. oversight.","[\"nvidia\",\"export-controls\",\"china\",\"semianalysis\"]","2026-11-13T11:00:00.000Z","2026-11-13T16:58:22.101Z","2026-11-13T16:59:20.231Z","published",null,[24],{"id":25,"reviewer":26,"round":27,"reason":28,"status":29},"editor-r1","editor",1,"Fix three problems: (1) the headline 'Analysts Link…' overstates what the body concedes is speculation with no direct evidence, so rewrite it to match the dek; (2) the article never says what Huang's departure is or why his 'personal conduct' was an issue, so add that context from the source; (3) 'A separate report claims' the Megaspeed $7.5 billion figure without naming the report, so name it, attribute it clearly, or cut it, and also attribute the claim that Nvidia and Oracle oppose RASA to Se","resolved","policy",[32,33,34,35],"nvidia","export-controls","china","semianalysis",[],0,{"sections":39},[40,45,50,55,58,63,68,73,78,83,88,93,98,103],{"name":41,"slug":42,"count":43,"latest_published_at":44},"AI","ai",7151,"2026-11-13T11:05:00.000Z",{"name":46,"slug":47,"count":48,"latest_published_at":49},"Security","security",1132,"2026-11-12T15:35:00.000Z",{"name":51,"slug":52,"count":53,"latest_published_at":54},"Deals","deals",654,"2026-11-13T13:07:23.000Z",{"name":56,"slug":30,"count":57,"latest_published_at":18},"Policy",622,{"name":59,"slug":60,"count":61,"latest_published_at":62},"Consumer Tech","consumer-tech",370,"2026-11-12T17:00:00.000Z",{"name":64,"slug":65,"count":66,"latest_published_at":67},"Hardware","hardware",338,"2026-11-13T12:42:43.000Z",{"name":69,"slug":70,"count":71,"latest_published_at":72},"Science","science",232,"2026-11-13T12:00:40.000Z",{"name":74,"slug":75,"count":76,"latest_published_at":77},"Software","software",172,"2026-11-13T11:04:24.000Z",{"name":79,"slug":80,"count":81,"latest_published_at":82},"Startups","startups",160,"2026-11-12T17:31:47.000Z",{"name":84,"slug":85,"count":86,"latest_published_at":87},"Dev Tools","dev-tools",127,"2026-11-11T19:00:44.000Z",{"name":89,"slug":90,"count":91,"latest_published_at":92},"General","general",120,"2026-11-13T11:33:19.000Z",{"name":94,"slug":95,"count":96,"latest_published_at":97},"Gaming","gaming",109,"2026-11-13T10:00:00.000Z",{"name":99,"slug":100,"count":101,"latest_published_at":102},"Reviews","reviews",38,"2026-10-20T12:00:00.000Z",{"name":104,"slug":105,"count":106,"latest_published_at":107},"How-To","how-to",8,"2026-10-05T09:00:00.000Z"]