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.

Finally, because he's of Han Chinese origin, I bet they thought they could get the media to coordinate a narrative around him that will force him out. Of course, he sort of made it easy to pin something on him.

There are a lot of Game of Thrones going on in AI. Everyone is jockeying. Everyone has different incentives. Super high stakes game.

> And Jensen's view isn't wrong. There is no way you could contain China via import restrictions.

This isn’t about right or wrong. If he knowingly broke the law he should be punished.

>There is no way you could contain China via import restrictions.

What the fuck are you talking about - it's obvious this guy broke the export bans - the affairs are just a media circus to distract from that fact - not only should he be ousted he should be going to jail if there's any sort of legal system in the US left...

> I wouldn't be surprised someone inside the government wants to bring him down.

Absolutely. Since the midterms, many politicians see going after Jensen as a way to appease the pitchfork mobs of anti-AI/data center voters (it doesn't matter if that position makes no sense).

> There is no way you could contain China via import restrictions.

You can get like 200% margin on selling GPUs to PRC smugglers in Taiwan. It's a very busy industry with lots of players so the margin gets spread around. Recently a big ring of them was busted and sent to prison here so most people try to have as many middlemen between them and the guy that puts it on the boat as possible, because apparently the prison sentence is quite long.

I had someone offer me 10x whatever I bought for (not even MSRP just whatever I paid) for "as many GPUs as I could get my hands on." I asked hundreds? Yeah. Thousands? "Can you get us thousands???" It's fuckin nutty.

It's not the same. Nvidia is way more buyers in the US than they have product to sell. Apple doesn't have a problem keeping supply to meet their demand, and so they need to find additional markets.

> This is the same as asking Apple to ignore Chinese market

There are a few major differences. Apple's devices aren't under export control so Apple takes no risk selling. Nvidia had to take legal risks to do this.

On the stock side, Apple devices are almost never supply constrained. Nvidia's never get to sit on the shelf. Nvidia can jack up the prices to the sky and still not keep up with demand.

Between these 2 things, the risk to sell to China looks like more than only profit motivated.

Yes but Apple is not Spying on Chinese users on behalf of the Chinese government. They just share information. lol.

Did you mean to type "more dodgy" rather than "more doggy"? Or perhaps you know more than has been made public!

Trump knew about the Chinese Spy for a YEAR.

So was Huang playing along as part of some other US-Chinese plot?

Was he a pawn, or go-between, in US-Chinese relations.

Maybe the cheating was a cover, or pawn with benefits?

Maybe this is why China helped with the Oil Crisis, the chips were sold with approval.

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

Is it so unreasonable to expect American tech companies to 'ignore' the market of a country that is supplying materiel to the countries that America is currently engaged in a proxy war, and actual war with?

If not, exactly what would China have to do for this to be a reasonable expectation, and something that we would expect American companies to do under their own volition?

I mean, it's a MASSIVE fraud we're talking about.

Pretending there was no China revenue in the books?? That's an insanely huge financial lie

No need to author a grand conspiracy, it's likely exactly what it looks like. Jensen like to dip his pen in all sorts of ink and China used a honeypot to blackmail him.

China has all the incentive in the world to disrupt a major US AI firm to slow the US down.