"""Therefore, one of the following must be true:
(1) [Unlikely] Huang knowingly supported the evasion of sanctions. If so, he should be fired for breaking the law.
(2) Huang was tricked. If so, his judgement is now suspect.""
No - it's absolutely not a choice between those two things and neither are likely.
A company bought some chips from Nvidia - and illegally moved some to China.
That's it.
Jenson knows many of Nvidias customers. Probably thousands.
He's not 'tricked' because he doesn't have some magical 'judge of character' - the insinuation is preposterous.
--> Companies do illegal stuff all the timee; this one was skirting export laws.
That's it.
He's not a mind reader, and she's probably not a spy either, I'm sure she told the CCP some things because that's how it works in China, just as US citizens tell US gov a lot of things as well.
Ultimately he bears some responsibility, and there's enough concern to look into it, but this is Occam's Razor - the lady was back door shipping gear, just as thousands of business do.
Just as more than 50% of the materials in Russian cruise missiles are 'made in USA' - and illegal 'smuggled' into Russia, and by 'smuggled' I mean sent in the regular mail.
This is a good explanation of the nuance. Should be top level comment.
Did they even move the chips to China? What if they just rented the GPUs out from Singapore?