Re:NVIDIA Announces CEO Transition
by avidruntime on Thursday November 12, 2026 @01:12PM
(#50471578)
Its a 40 page report. There is no 'most important sentence' that justifies hand waving nuance in evaluating the veracity of claims.
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.
> We believe that despite essentially no direct compute sales into China after April 2025, Nvidia continued to service Chinese demand via sales to non-restricted intermediaries and diversion.
That’s not at all breaking export control laws. In fact it is the government’s responsibility to identify these non-restricted intermediaries and make them restricted. The government has done this plenty of times in the past and it should again do so here. It is not a company’s job to infer what the government wants it to do. The difference between selling to China and servicing China-originated demand is huge.
And then in a massive game of telephone many people on this thread actually believes that Nvidia allowed direct sales to China, which is how they conclude Huang is breaking the law.