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Report: Leading Chinese AI Models Were Trained on Nvidia Chips China Wasn't Supposed to Have

Epoch AI said about 2 million advanced chips entered China through schemes that hid their final destination, intensifying export-control scrutiny.

  • Nvidia parted ways with Jensen Huang, a decision likely driven by potential corporate liability for export control violations and his entanglements with Alice Huang.
  • A May report from the short-selling firm Culper argued Nvidia had a "China problem," alleging significant revenue relied on Chinese demand through remote data centers or smuggling in violation of US law.
  • Research organization Epoch estimates two million advanced chips entered China in 2024 and 2025 through evasion schemes; 275,000 accelerators were imported to Malaysia and 600,000 H200 chips stockpiled in Hong Kong.
  • Commerce Howard Lutnick reportedly faces termination after investigations indicated his department failed to uncover suspicious chip buyers and maintained overly close relationships with Nvidia officials.
  • Sam Bresnick, a researcher at Georgetown Center for Security and Emerging Technology, questioned blocking chips in China while Trump permits H200 exports through Malaysia with a 25% tariff.
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Artificial intelligence may be an unexpected source of evidence about the technological dependencies between the United States and China. New research by American researcher Will DePue shows that it is possible to determine which graphics processor was used in the initial creation of a given AI model by analyzing its mathematical parameters. The discovery is particularly significant because six models from four leading Chinese companies have bee…

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CNN Brasil broke the news in São Paulo, Brazil on Thursday, November 12, 2026.
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