Everyone on that board will have had knowledge of GPUs going to China. Everyone on on THIS board has knowledge about GPUs going to China. Jeez.

So, you think that crime is good?

Yeah it’s great.

I'm going to suggest that everyone or a lot of people on the board likely knew about the affairs as well. Jensen wasn't exactly hiding it.

This is a CYA move by the board as all this is becoming public.

They had some amount of plausible deniability until the "spy" story made the news then they didn't.

If the reporting is to be believed, they ended up selling around $7.5B to China through Singapore.

They did ~$90B in revenue last quarter.

I sometimes can't imagine the avarice it takes to do things like this. Could you imagine having a $100 bill in your hand and going "Yea, I'll break the law and possibly destroy my life to steal $7.50"

The difference between 100 billion and 107.5 billion is a 7.5 BILLION dollars.

Another way to put it is the difference between 75 MILLION and 7.5 BILLION is rounded to 7.4 BILLION.

The scale of numbers is huge and it is not just another 7.5 billion dollars.

I think the point is that whether he did or didn't, there's so much smoke now, that Nvidia is going to be spending the next few years getting drilled by absolutely every law enforcement agency and government. Even if it genuinely turns out that nothing even slightly bad happened, it's quite damaging the amount of scrutiny Nvidia is going to be under for the foreseeable future.

Especially after Democrats now control both House and Senate, that too by a wide margin.

> Nvidia is going to be spending the next few years getting drilled by absolutely every law enforcement agency and government.

Sounds like this was known or suspected at the highest levels of the administration (Rubio was discussing it per recent reporting). So the question becomes: did Nvidia use a cut out to knowingly avoid the export ban, and if so, did the administration know this?

Yes, they did. Trump talked about an AI CEO committing a crime in the 60 minutes episode, and it is speculated that he was referring to Jensen. And Marco Rubio was frustrated and kept flagging it, but Trump and Lutnick squashed any investigations into it.

It’s not the infidelity part, it’s the relationship with a subordinate part. That’s covered in HR training and is a fireable offense in every company I’ve been parr of.

Three things: Selling GPUs and knowingly avoiding legal restrictions A relationship with a foreign agent An inappropriate relationship with a subordinate

Two of these potentially have serious legal consequences.

While it's a fireable offense, my experience with senior management has been that the company is more than happy to help cover it up for them... until they do a bad, and then it becomes a quick ticket to can them without having to admit the real reason for canning them.

Seems like that could actually map pretty well to this case.

>That’s covered in HR training

Oh sorry Jensen you broke one of the rules in the HR handbook we have to fire you now nothing we can do.

It's in the handbook so that people who ignore the law don't have the excuse of ignorance.

It isn't an arbitrary policy.

This.

It makes absolutely no sense to fire him strictly for the relationships. So it's either deeper legal concerns or the board has other grievances and is using this as an excuse.

Was he the only one who knew?

It'd be so funny if he started actually sharing knowledge to China out of spite after all these. I know he is way too rich to do that, but one can dream.

sounds like the administration knew it too.