This is the same as asking Apple to ignore Chinese market, when China has more active iPhone user than the whole US population.

I am not entirely sure I buy the Spy thesis. And Alice's husband knew this all along. Which makes the whole thing more doggy.

And Jensen's view isn't wrong. There is no way you could contain China via import restrictions. Not when they are the second-largest economy and still rapidly advancing. There are better ways to handle this, one huge ban isn't one.

But I wholeheartedly disagree with ousting Jensen. And given the timing of all these releases, I wouldn't be surprised someone inside the government wants to bring him down.

It was so important the security services didn't even bother to warn him when they found out about the affair. You can say 'suspected' spy about anyone. Classic spin language.

The question you have to be asking is why was the memo leaked now and what political game are they playing.

In terms of ousting him - I know nothing about him as a person - but he has lead Nvidia for 30 years during which time it has wildy succeed in not an easy market - whatever this is about, it's not about competence.

Aren't open-weight models good for Nvidia's business? Chinese labs releasing models that people can run themselves on Nvidia GPUs creates more potential buyers of Nvidia GPUs.

I don't think it's good for Nvidia if everyone has to go through a few labs APIs to get access to AI inference.

It makes sense to me why they would benefit from chinese labs having more compute.

> Why not just sell to not-sanctioned entities, ensure compliance to the best of your abilities and otherwise keep your head down?

Because a good exec plans long-term. Presidents and political parties in office are temporary. It takes much more to get a foothold in the market.

Off topic: Big ups for Gamers Nexus and their investigative journalism.

If he was actually a victim, it would be gross negligence on him and/or his board. CEO's at $100B market cap companies should be undergoing regular, advanced training on spearfishing as well a due diligence on such large chip deals.

When you have a fixed supply (which GPU production basically is), the more demand the more you can charge and the more you can make. It’s not about finding buyers, it’s about creating even more demand so you can ask more than ever for the GPUs you’re making.

Being a victim doesn't make him less guilty in the eyes of the law. Even if a judge finds him to be 100% misled and honey trapped, they will still hold him accountable. If it turns out he expressly avoided sanctions and probably worse leaked military secrets then he might be going to jail. And possibly a small Nvidia top heavy pyramid with him. Anyone who followed orders will go with him, it's going to be more painful than "just" losing the CEO.

You must be new to nvidia, Petty has been their middle name for a very long time now.

The U.S. blocking advanced chip sales to China has ensured China increased their efforts to someday no longer need them.

In effort for us to see clear eyed, it would be good to stop assuming someone is a spy without a shred of credible evidence. Avoiding trade restrictions by routing them through another country does not indicate spy craft.

Those are not the main issues. Only two core issues. The national security aspect, and the mother of all lawsuits by activist investors of NVIDIA, that the company, their current CEO and the Board is about to get hit by.

NVDA stock lost hundreds of billions of dollars. Erased ALL gains from the last year, and there are at least four or five materially significant investor information, that NVIDIA should have disclosed as risk to investors and did not.

For a company with 4 Trillion in stock market value, this is an absolute wet dream for the lawyers who specialize on this type of lawsuits.

And its telling that even Trump basically refused to back him, and said the FBI is investigating and "he hopes there is nothing there..." what is telling, so there is a lot. So he is gone. Its just taking time for the board to find a CEO.

So the affair is going on for 3 years...and it was her husband that made the introductions [1].

Trump, Rubio and the security community knew about this for at least one year, and knew NVIDIA was in all likelihood, engaging or tolerating criminal activity on violating export controls that come with a few years of prison.

Look at this [2] excellent work from Bloomberg. For Jensen Huang as a dual Taiwanese and United States citizen, to completely ignoring what is going in the South China Sea, the Chinese threats of invading Twain, and be so forthcoming on saying "China is not our enemy" like you see here: https://youtu.be/JW5s9Md4U2U?t=1058

While failing to disclose a relationship with CEO of the main company traffic forbidden NVIDIA GPUs to China, shows a recklessness that probably meant to side observers of the intelligence community, he had to justifiably be taken down.

And its telling this is a takedown from within the government and the intelligence community, because most is coming from the New York Times. They seem to be ahead of everybody else, and is well know it has always been a mouthpiece of the US intelligence community when they want to leak something convenient.

[1]-"A Mystery Businessman Introduced Jensen Huang to His Paramour. It Was Her Husband." - https://www.wsj.com/tech/ai/a-mystery-businessman-introduced...

[2]-"The Rise and Reckoning of Jensen Huang" - https://youtu.be/JW5s9Md4U2U

If it's not due to a love affair (which is now public), and not just working for PRC out of ideological readons, it might be some kind of secret pressure, some kind of a secret hostage situation, so serious as to force a CEO of the world's top company to act so recklessly.

He made a strong case that the sanctions harmed his long term ecosystem lock in play.

Those statements sound different today, but I think they are both commercially reasonable desires and follow naturally from his very successful playbook over the last twenty years: CUDA built that company. Or at least got it to its first trillion.

There's news of another affair involving an Nvidia employee. He doesn't really look like a victim in that case.

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