What is inorganic? China banning GPUs ≠ China not wanting the GPUs. It is not unreasonable to imagine China not wanting to shake the sanctions boat, so offloading the crime into another country allows them to still have their cake and eat it too. They get to develop technology locally, they have undeniable regulations on the books that make them compliant within the expected framework of US-China trade, and then still get to have their MVPs rent restricted hardware from gray market dealers in Malaysia. 20% of NVIDIA's FY26 was channeled through this framework. The point of the system is what it does.
I did skim all 40 pages. None of the remaining nuance is as important as this sentence in the context of this thread. I made this importance judgement myself. You are of course free to read the whole thing too and point out which other nuances are pertinent to the current discussion.
> WSJ reports that details of the affair were known to top officials, including SoS Rubio and CIA Ratcliffe, “going back to last year,” and were brought to President Trump; the administration took no action to blacklist Megaspeed.
Does this this sound like people who want to bring him down or people who wanted to protect him?
Remember, the golden rule in evaluating the pervasiveness and persuasiveness of conspiracy theories is measuring their frequency in the real world! The internet is the only place where conspiracies spread by people who want to spread conspiracy theories can operate at scale.
Controversy on HN always appears to be handled by hyper fixating on singular detail of a story in a vacuum, rather than the story itself. In the 4 Huang threads visible on /active, the majority of comments all engage like the meat of this story is the affair, despite the very obvious lede of the story being the China export crime...and yes, it is crime. Is Huang an accomplice or merely a useful idiot in that crime is a speculative conversation that HN seems to lack the imagination to honestly engage in. For all the dialogue about the genius behind this rare heavy CEO, he sure did seem to thoughtlessly relinquish all of his leverage to 3rd parties in exchange for romance.
No where is this more obvious than the other Nvidia thread where 23% of comments in the thread are in this sub-thread over whether the use of "Mrs." is grammatically correct: https://news.ycombinator.com/item?id=50459556
IIRC in the UK specifically it's the biggest export industry. It's why the City of London (not to be confused with the city that is called London) won't ever be broken up.
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