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the_duke • yesterday at 11:05 PM • 3 replies • view on HN

The most interesting part might be that this is coming out so publicly.

Someone leaked intelligence assessments to the New York Times.

Maybe this was just a regular leak ... but ...

Jensen/Nvidia has not been playing ball with other parts of the AI industry and the administration, pushing heavily against export bans and promoting open source models/companies , which is clearly against the interests of SpaceX/OpenAI/Anthropic.

This is conspiracy theory territory, of course, but I wouldn't be too surprised if this was an intentional leak.


Replies

metalspot • today at 2:01 PM

remember, the only evidence of any criminal activity here is the leak of this story, which is a felony unless directly authorized by a classified executive order.

> The close relationship between the president and Mr. Huang has impeded efforts to clamp down on Nvidia’s chip sales abroad, current and former U.S. officials said.

> This account is based on interviews with people briefed on the surveillance

https://archive.is/lwBvW

the most likely scenario here is that the faction that supports export bans leaked the initial story to try to blackmail Huang into dropping his support for free trade, he refused, so they released the package to damage him as much as possible. likely route, based on the named sources, is senate or house intel agency staffers, using elected officials and classified briefings as cover.

NY Times, Jonathan Swan, and Maggie Haberman would identify this as being firmly located in the anti-Trump faction, so unless it is some super devious reverse play, which seems unlikely for Trump, it is a criminal leak.

b--l • today at 12:01 AM

The moment I saw the leak I had that exact same thought.

I think everyone with a brain did.

It was done intentionally to send a message to him and to wrap him over the knuckles.

Great people all round.

icegreentea2 • yesterday at 11:45 PM

I suspect that the "intention" behind the leak isn't really about Jensen or Nvidia, but is just more administration infighting - Jensen is just collateral damage.

Consider the timing of the reporting - the first report from NYT comes out on Nov 6th - just enough time after mid-terms. Consider that follow up reporting clearly identifying Rubio as the author of the in-administration warning memo.

JD and Rubio (and who knows who else) are clearly trying to find ways to distance themselves from Trump without being completely cut to pieces, now that it's completely clear that the Trump brand is toxic.