porque no los dos?

I think your article reference another company (New Matrix) and not the one of Alice Huang (Megaspeed).

Right, because MegaSpeed is a Singapore-based company. Now that company may have channeled those chips to China, but officially Nvidia was not responsible for that unless it is proven that they knew about it. Investigations are ongoing but seems there is no concrete evidence for either the first or second part yet.

The United States should be sanctioning that company and possibly Singapore.

I would agree, and even Nvidia if it can be proven that they knew about this. But my point is that so far it hasn’t been shown, yet people are assuming it as fact.

famously, lutnick did nothing about it

original article: https://www.axios.com/2026/11/11/bessent-lutnick-megaspeed-n...

full article: https://archive.is/tAVBq

The basic allegations are:

* Megaspeed was evading US sanctions against China

* Megaspeed CEO was a Chinese state agent

* Huang was sleeping with Megaspeed CEO

Therefore, one of the following must be true:

(1) [Unlikely] Huang knowingly supported the evasion of sanctions. If so, he should be fired for breaking the law.

(2) Huang was tricked. If so, his judgement is now suspect.

Huang's argument is (2). In this case, the evalaution of his judgement is:

(A) Is this a one-off mistake? If so, he should be retained - he's human.

(B) Is this a pattern? If so, he should be fired - he's an ongoing risk (e.g., via regulatory action).

Huang resigned because the second affair indicated (B) - he's an ongoing risk.

As a result, the question of "who knew what when" is actually beside the point. Retaining Huang risks ongoing, overwhelming government action for evading sanctions - and the board members want 0 personal liability in that investigation.

US sanction law seems to be really scary. Everyone is scared of it.

I used to work at a company where the sanction was around something mundane like Excel or something, and we had to make it an urgent priority to ban all users from Russia to access ... spinning the wheel ... our spreadsheet functionality.

My co-workers and I found it funny that US decided to ban Russia from using an online Excel-like functionality.

That may not be entirely true. KYC laws exist for this reason.

It's not clear from the article you linked whether MegaSpeed was an approved buyer of NVidia chips or not.

Megaspeed is (was?) an official Nvidia Cloud Partner and Nvidia sold them on the order of 140,000 GPUs.

Megaspeed was not supposed to take those chips and immediately send them to China. That's the part that matters.

Sure. But they absolutely were authorized by Nvidia to buy them for their Southeast Asian data centers, some of which actually even have existed.

They were smugglemaxxing

I encourage you to browse some of the BIS settlements and court cases to learn how these things go. Simple diversion is quite literally the least sophisticated approach to circumventing EAR. This entire scheme was blatantly obvious, and under a different administration it wouldn’t have happened at all.

What do you expect Nvidia to do, post armed guards in Asia to make sure the GPUs don't move around? He sold to an eligible entity. Unless he had foreknowledge they were planning to smuggle the chips, he shouldn't have any responsibility for what happens to them.

You think maybe schtupping the CEO of said company might impact his willingness or ability to do due diligence?

For real. And if the US government assumed MegaSpeed's executive was a Chinese spy for the past year, then why didn't they do anything to stop this or add MegaSpeed to export controls? The whole thing wreaks.

I have a pretty easy answer for that. I bet all the money Jensen donated to Trump might have something to do with it. And my suspicion is that someone that doesn't like to do look the other way when someone is colluding with China might have blown the cover on this, let's say Marco Rubio that has presidential ambitions (it will never happen, but still he really wants to).

That would be a much more convincing argument if he didn't have an affair with an executive there who is also a spy. My guess is he did know, the board knows he knows. At least. Helping facilitate the smuggling wouldn't be totally crazy either given these circumstances and his public positions.

Nvidia is expected to have an export compliance program to verify that their products are going where they were intended to go.

Believe it or not, companies are legally required to do due diligence on such things. For example, I work for a huge bank and when there's even the faintest hint of money possibly being funneled through an intermediary to a sanctioned state/person or a company on the Entities List they will absolutely send someone to investigate. Physically, if it is deemed necessary.

A multi-billion dollar deal in Singapore would absolutely require some folks to physically go out there and do some inventory at the very least. It needs to be in the realm of, "We walked the data center and counted how many of our products were installed and we were shown their yet-installed inventory" documentation. "It matches what we sold them." A great big, fancy report. With pictures.

How much would that cost? Basically nothing compared to how much trouble they could get in for not doing that due diligence. Compare how much it would've cost against how much their stock just dropped.

There’s a thing called know you customer (KYC) law. You can in fact be held liable if you can’t prove you sufficiently vetted a customer before engaging in a transaction with them. Saying that you’re right there’s only so much they can do after vetting.

> Wtf why is everyone assuming Nvidia skirted an export ban

Because the woman he has an affair with happens to run a shell company that funnels chips to China. What a coincidence, huh?

I don't think it's unreasonable to assume that.

lol reading comprehension isn't your main skill is it? maybe you can readmaxx or learnmaxx or trymaxx to understandmaxx what the fuckmaxx your talkingmaxx about

The treasonous interpretation is that Nvidia sold chips to a company running data centers for China (not illegal by itself), but that some of them were separately rerouted into China, specifically ones that were not allowed for export into China by the H200 deal you're referencing.

Because a Hacker News is autistic and can’t read between the lines