I recently recalled Nvidia's rather strange reaction to the Gamers Nexus investigation into GPU smuggling [0]. Found it somewhat strange at the time how incredibly agitated the reaction seemed to have been, given Nvidia could sell the same GPUs for the same price essentially instantly without the Chinese market. Their reaction wasn't merely a denial, dismissal or even silence, but very irrationally sounding for a company of their size and standing.
Why not just sell to not-sanctioned entities, ensure compliance to the best of your abilities and otherwise keep your head down? Again, wasn't like they struggled to find buyers for their chips.
Considering Megaspeed, I now see this in a very different light. Him cheating is personal and I wish the affected members of any family of a cheater the best, but not relevant for us outsiders.
Being honey trapped very bad securities wise, but he'd be a victim (and evidence for why we shouldn't discount Mistral in the frontier lab race [1]). If sanctions avoidance went all the way to the top, that is hard to negate even for a board that is interested in keeping him.
Sounds like he helped China get GPUs in violation of export controls. This puts NVidia in a tough place as keeping him as CEO risks broader legal ramifications.
This appears to be shortseller-initiated. We're going to make this illegal (in around the next 20 minutes) and if he is fired, we will launch a rigorous investigation and liquidate any company that contributed to this happening.
It’s pretty clear (if you aren’t a huge idiot) that Jensen is attempting to bury the lead here.
He knowingly helped advance China’s AI ambitions against the direction of congress. He got caught selling 7.5 Billion dollars of restricted chips to china.
Also he cheated on his wife with some Chinese woman, which is a totally separate and unrelated fuck up.
If you seriously think he got tricked by some random woman who batted her eyes, you are out of your mind. He founded the fucking company, he isn’t some clueless executive. He’s also not senile and he doesn’t have dementia. This is the only viable excuse for him to use, but it’s complete bullshit.
Think about it: He betrayed his longtime wife, who by all accounts supported him from the beginning. He betrayed his company and its shareholders. And he betrayed his country (BOTH of his countries?) who specifically forbid the chips to be sold to china. He’s fucked
He cheated on his wife with multiple women, it's coming out... I feel bad for her, everyone's saying she'll get billions and that's nice but she's been completely humiliated.
If this is correct, what was his motivation? I fail to see what he could have gained from it, other than a few extra billion in revenue, which they likely would have made otherwise anyway.
Trump has made a lot of money from NVIDIA stock, and he's very good friends with Jensen. Especially after he approved the Export Deals. Jensen will be fine after he's out of NVIDIA.
I don't care who it is as long as they give us open kernel drivers that can match amds offering. Preferably also someone who's not hostile toward consumers would also be nice.
Why not just sell to not-sanctioned entities, ensure compliance to the best of your abilities and otherwise keep your head down? Again, wasn't like they struggled to find buyers for their chips.
Considering Megaspeed, I now see this in a very different light. Him cheating is personal and I wish the affected members of any family of a cheater the best, but not relevant for us outsiders.
Being honey trapped very bad securities wise, but he'd be a victim (and evidence for why we shouldn't discount Mistral in the frontier lab race [1]). If sanctions avoidance went all the way to the top, that is hard to negate even for a board that is interested in keeping him.
[0] https://www.youtube.com/watch?v=1H3xQaf7BFI
[1] https://time.com/archive/7146565/hollandes-popularity-goes-u...
2, China isolating Taiwan with an ongoing military drill https://www.reuters.com/world/china/taiwan-says-china-is-con... https://maritime-executive.com/article/analysis-china-s-nava...
3, Trump meeting Xi next week on the 18th https://www.euronews.com/2026/11/09/donald-trump-plans-to-me...
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It's often the Board of Directors that goes and the CEO retains control in the end.
NVidia is Jensen's company.
He knowingly helped advance China’s AI ambitions against the direction of congress. He got caught selling 7.5 Billion dollars of restricted chips to china.
Also he cheated on his wife with some Chinese woman, which is a totally separate and unrelated fuck up.
If you seriously think he got tricked by some random woman who batted her eyes, you are out of your mind. He founded the fucking company, he isn’t some clueless executive. He’s also not senile and he doesn’t have dementia. This is the only viable excuse for him to use, but it’s complete bullshit.
Think about it: He betrayed his longtime wife, who by all accounts supported him from the beginning. He betrayed his company and its shareholders. And he betrayed his country (BOTH of his countries?) who specifically forbid the chips to be sold to china. He’s fucked
They wouldn't be able to for anti-trust concerns.
Admittedly they might be able to get some people in the US to look the other way with sufficient beak-wetting but the EU would never allow it.
Luckily I am divorced and self-employed so I can play with Chinese models all I want.