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kccqzy • yesterday at 5:55 PM • 1 reply • view on HN

The most importance sentence from your report is this one from the top of page 6:

> We believe that despite essentially no direct compute sales into China after April 2025, Nvidia continued to service Chinese demand via sales to non-restricted intermediaries and diversion.

That’s not at all breaking export control laws. In fact it is the government’s responsibility to identify these non-restricted intermediaries and make them restricted. The government has done this plenty of times in the past and it should again do so here. It is not a company’s job to infer what the government wants it to do. The difference between selling to China and servicing China-originated demand is huge.

And then in a massive game of telephone many people on this thread actually believes that Nvidia allowed direct sales to China, which is how they conclude Huang is breaking the law.


Replies

avidruntime • yesterday at 6:12 PM

Its a 40 page report. There is no 'most important sentence' that justifies hand waving nuance in evaluating the veracity of claims.

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