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irthomasthomas • today at 12:13 AM • 13 replies • view on HN

Nvidia is one of the most critical strategic assets in the USA today, underpinning economic dominance and national defence. Leadership at this level usually operates under an implicit shield. Normal procedure would be to cover-up. A sudden loss of Nvidia's founder and CEO at this juncture is a blow to American strategic posture and a windfall to China.

I think the real story is not the affair, which was already reported in asian media in 2024, but what specific catalyst broke that protective shield and made continued containment untenable.


Replies

boringg • today at 12:44 AM

2 affairs - one with a sub-ordinate and one is a foreign agent who got chip flow through to a sanctioned country.

Do we even know thats the end of this? This is only whats public at this point... It doesn't feel like the end of it but more like beginning to middle.

I'm trying to figure out who pushed this story through or if this is just bubbling up naturally.

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subarctic • today at 12:25 AM

Seems like this happened just after the US midterm elections, maybe there's something there?

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seizethecheese • today at 1:53 AM

Three things are happening that seem relevant for timing.

Midterms over, major loss of power for faction Huang seems linked to

Distillation getting harder

Anthropic IPO

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ericyd • today at 12:24 AM

Your last sentence lacks clarity for me

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hughc • today at 12:28 AM

Which affair?

railgunmerlin • today at 12:49 AM

[dead]

WarmWash • today at 12:51 AM

If Apple can survive losing Jobs, Nvidia can definitely survive losing Huang.

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dfabulich • today at 12:41 AM

A "windfall to China?" Jensen Huang seems to have been conspiring with Alice Huang to illegally sell high-end NVIDIA chips to China. That's a windfall to China.

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serf • today at 12:38 AM

let me get this straight :

standing on its' head your statement reads as :

"If the US doesn't allow government intervention into the business dealing of important private entities during times of scandal, to protect lies and initiate cover-ups, then China will win."

do I interpret that correctly?

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DivingForGold • today at 12:41 AM

Gates, Bezos, and now Huang ? Let's see, whose left ? Zuck ? I'm sure there are plenty of skeleton's hiding in his closet ...

6786757578 • today at 12:57 AM

CIA hawks. Self-inflicted wounds again.

rubikscube09 • today at 12:40 AM

llm slop

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