Evading export controls and lying about it is a pretty bad look

It's come out that he was having another affair with a Nvidia employee as well, their vice president of healthcare. Having an affair with a client is one thing but having one with a client and a subordinate is maybe enough for the board to remove him.

Your aside is the primary issue and he may have worked with a CCP agent to bypass federal export controls.

So let me get this straight, there is now a grand conspiracy within nvidia and its supply chain network to avoid export controls? How exactly would that work? "Hey its Jensen, can you call John in shipping and send 16 containers of H200s through Myanamar to China?"

"This Singapore client wants a bazillion H200s".

Not really that complicated of a scheme! The main thing is that the sales people... they "know" this is likely export control circumvention but choose to not make a stink about it. Willful ignorance.

Often times these export control issues play out like:

- big deals made with shell companies

- most people involved are incentivised to play along and pretend to not notice the shell-ness of the company

- one person doesn't get the memo and is like "uhh... wait isn't this bad?"

- now that the phrase has been uttered, either cover ups happen or a bunch of other nasty shit happens

Reality, I suppose that most procuments is played along the line : this Singapore company claimed it was for their local legal entity, and here the certificate/contract they signed.

At this stage, there is no reason to not sign the contract to provide whatever they ask. DD done, risk management done, risk but acceptable etc.

So yes everyone is playing the game.

Maybe more "Hey, sell to this new Neocloud I met with in Singapore. Sure, it's ran by Chinese nationals, no, I don't know who's workloads they're running, don't worry about it."

...which may or may not be a violation of the export controls but it violates the intent.

So because you, in your infinite knowledge of international smuggling, can't envision any method for evading export control, it must not be possible. Is that what you're saying?

According to the NYT[1], Megaspeed (originally Chinese owned) was registered in Singapore in 2023, allowing it to bypass US export bans. FOUR days after the re-registration, Nvidia designated Megaspeed a preferred partner, giving it priority access to advanced chips (H200). Seems a bit odd.

Then Nvidia's general counsel contacted the commerce dept in 2025 to ask about a smuggling investigation into Megaspeed and whether the U.S. was involved in Singapore's detention of Alice Huang. Direction for this likely coming from Jensen.

Align that with his active lobbying of Washington officials to loosen export restrictions to China specifically

[1] https://www.nytimes.com/video/world/100000011275138/nvidia-j...

The part where the mistress is a corporate cutout for Alibaba and head of a company making multi billion dollar deals with Nvidia, I imagine.

> him possibly being compromised by an international spy

you answered your own question.

These are some good points! Thanks for the replies.

he was sleeping with a chinese spy

> aside from him possibly being compromised by an international spy

That's a pretty big "aside" for a very big company like NVIDIA.

> Haven’t other successful leaders continued to lead after having their affairs exposed?

https://andybyron.wiki/ is one half of the erstwhile internet-meme "Coldplay Cam Couple".

He revealed himself to be obviously stupid and while CEOs don't do much, they can't seem to be obviously stupid.