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Export-banned Nvidia chips are behind China’s most powerful AI models — uh oh, Jensen!
Overview
Unemployment Labs researcher Will DePue says leading open-weight models from DeepSeek, Moonshot, MiniMax, and Ant Group show signs of training on export-banned Nvidia Blackwell chips. The account also links Nvidia's departing chief to a firm tied to alleged chip smuggling.
Key facts
- DePue found weight patterns he says match Blackwell training in Moonshot Kimi K3 and DeepSeek V4.
- White House adviser Michael Kratsios earlier said Moonshot used banned Nvidia chips, citing U.S. intelligence.
- The article says Jensen Huang left this week after admitting an affair with Megaspeed's Alice Huang, alleged to be a Chinese agent.
Key figures
- 25% — U.S. tariff on permitted H200 exports using a circuitous shipping route
- about two million — Epoch AI estimate of advanced chips entering China during 2024 and 2025
- 275,000 — Epoch estimate of Nvidia AI accelerators imported into Malaysia in 2024 and 2025
- 600,000 — H200 chips reportedly stockpiled in Hong Kong pending shipment into China
- billions of dollars — Forecast Chinese demand at risk if homegrown chips replace Nvidia
Context
U.S. controls aim to limit China's access to top AI chips, while firms use offshore sites such as Malaysia.
What remains uncertain
Training may have used mixed chips, and offshore data centers could explain access without a confirmed export-law breach.
A concise AI-assisted digest of selected facts. The original publication may contain additional detail and later updates. Company data below is a separate ApplyDjinn observation.
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