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markus_zhang 8 hours ago [-]
From what I gathered, the “spy” seems to be a middle woman employed by the Chinese big techs such as Ali and Deepseek. The middle company built massive data centers in SE Asia and rented out them to the Chinese big techs to circumvent the GPU “embargo”.
I don’t think it’s an official Chinese government position because it is still banning the cards to come into the mainland. But maybe they are OK about foreign data centers, so I’m not really sure. There are too many factions to consider, too.
roosterIllusi0n 8 hours ago [-]
Not at all. Jensen was the spy from the start. The affairs were always the smoke screen, that is why they trickled affairs out. Traditional media focused on the meaningless affairs. Everyone not tricked by them was looking at the smuggling.
The idea that an affair partner tricked jensen into making billions of dollars for himself by artificially inflating demand for nvidia gpus with circular deals funded by nvidia without realizing he was committing crimes is just laughable. You would have to be clownish to believe that.
The board dumped jensen when it was clear the affair stories weren't covering up the smuggling. Has nvidia even stopped smuggling? The board and other execs are very likely also culpable. It is crazy that the CFO of the very same smuggling ring that the CEO was operating is the chosen replacement for that CEO. This looks maximally corrupt.
I don’t think it’s an official Chinese government position because it is still banning the cards to come into the mainland. But maybe they are OK about foreign data centers, so I’m not really sure. There are too many factions to consider, too.
The idea that an affair partner tricked jensen into making billions of dollars for himself by artificially inflating demand for nvidia gpus with circular deals funded by nvidia without realizing he was committing crimes is just laughable. You would have to be clownish to believe that.
The board dumped jensen when it was clear the affair stories weren't covering up the smuggling. Has nvidia even stopped smuggling? The board and other execs are very likely also culpable. It is crazy that the CFO of the very same smuggling ring that the CEO was operating is the chosen replacement for that CEO. This looks maximally corrupt.