According to semiconductor research firm SemiAnalysis, over 1.5 gigawatts (GW) of Nvidia AI accelerators have flowed into China in recent years despite U.S. export restrictions. The estimate, confirmed as aligned with U.S. Department of Commerce assessments, equates to approximately 1.5 million B200 GPUs or 2.14 million H200 units based on their rated power consumption. SemiAnalysis cited multiple ongoing legal cases involving unauthorized transshipment to China, including a $2.5 billion server sale in which $510 million in equipment ultimately reached Alibaba via Southeast Asia.

Analysts suggest the unauthorized exports and policy disagreements over China's AI chip access may have prompted Nvidia co-founder Jensen Huang's recent departure from the company. On January 12, the U.S. House passed the Remote Access Security Act (RASA) to extend export controls over overseas cloud computing access to advanced AI hardware. Both Nvidia and Oracle have actively opposed the measure, and analysts note Huang's exit removes a major industry voice against tighter restrictions.

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