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.