We estimate, with 90% confidence, that between 290,000 and 1.6 million H100-equivalents of compute were smuggled through the end of 2025.
大多数人可能认为走私到中国的AI芯片数量在数万级别，但作者的估计显示实际数量可能高达数十万甚至上百万H100等效芯片，这一数量级远超公众认知，表明走私问题的严重程度被严重低估。
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- May 2026
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epoch.ai epoch.ai
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- Apr 2026
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www.tomtunguz.com www.tomtunguz.com
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Within a few months, they have more than a dozen production enterprise deployments & are processing over a billion events per hour.
令人惊讶的是：Artemis安全公司在短短几个月内就处理了每小时超过10亿个安全事件，这种数据处理规模反映了现代企业面临的网络安全威胁的惊人频率和复杂性。
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