That’s what I think it’s going on… the “allegations” are ridiculous at best. He is the most “normal” of the bunch by a long short.
"Treason against the United States, shall consist only in levying war against them, or in adhering to their enemies, giving them aid and comfort. No person shall be convicted of treason unless on the testimony of two witnesses to the same overt act, or on confession in open court."
Like, internal Nvidia KYC policy changed per Huang to facilitate GPU sales to Megaspeed.
Whether or not he realized it, cared, or was aware and doing it on purpose, he was acting as an enormously powerful lobbyist and influencer on the US as an agent of China.
If only the economist was equally "concerned" about other CEO misconducts...
He's operating in a highly charged political environment in which his credibility is a key asset. He can't effectively advocate for NVIDIA's interests if his credibility is damaged.
And this goes directly to his credibility on the most politically charged issue of all: The geopolitical rivalry between the US and China, and NVIDIA's role in it.
I agree it's a tragedy for NVIDIA, he seems to have been exceptional as a CEO, it's just too late now.
As far as I can tell, most of the reports were just recounting factual information. The narrative was already there. The media didn't create it.
This X post makes a lot of sense: https://x.com/antfeedapp/status/2120454507448651933
What do you mean by "this"? One thing I agree with is that we knew about this story for months. I've read about Jensen's affair with Alice Huang and her ties to the Chinese government at least five months ago.
The thing that triggered the current reporting was the new sourcing about U.S. intelligence findings that came out in late October. So mainstream news started reporting on it once they had sources they found trustworthy.
The confusing thing, though, is not that the story suddenly became big, but why it didn't become big much earlier.
Did they ever find the uranium in Iraq? Good luck with those guys.
Whenever I see these kinds of stories I think of this, written a century ago:
Hanlon's razor seems to apply here, so I don't really think it's a psyop. Simply information many (top secret) parties were aware of for a while that other people who are incentivized to tell everyone eventually caught up on.
I'm tired of hearing hanlon's razor tossed around. How about the inverse: I attribute malice if doing so makes the system better and explains your behavior. Even if you are just a fool, your actions impact others and have the same consequences of malice. I hold you to account like a criminal if you act like one.
I recommend watching it if the power of media interests you.
They could have easily just waited a month or two and let this all just go away.
It's the outside pressure.
Does it just come down to virtue signaling pressure?
- He is married and had multiple affairs
- He slept with a subordinate
- He slept with a business partner
- He was compromised by a Chinese spy
These are all just facts - the narrative writes itself.
I think whoever is next will not always have the affinity for gaming. Any finance person who looks at the unit economics of gaming would conclude that they should allocate next to no chip supply to gaming GPUs.
An RTX 5090 is the same die size as a server GPU.
An RTX 5090 is a reticle sized chip.
nvidia got their strong position in AI now by providing CUDA to researchers who couldn't afford their own supercomputing cluster. and now the entirety of machine learning revolves around CUDA.
once you fixate on the business and lock out the masses, you instantly elect to become a fossil like IBM.
> 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?
Finally, because he's of Han Chinese origin, I bet they thought they could get the media to coordinate a narrative around him that will force him out. Of course, he sort of made it easy to pin something on him.