To me the timing supports the recent narrative that AI needs to be reigned in.

After all, if the top CEO at AI company can't be trusted, what does it say about all the other AI companies? etc.

There's allegedly disagreement about the trade war within the administration, this certainly forces a certain direction to create leverage commensurate with e.g. rare earths in negotiations. If you read recent news carefully there's a recent thread related to those.

Wow, thanks for the link. Crazy that most of this story was known back in May!

- Nvidia was making billions from China even though they claimed they weren't.

- That was done mostly through Alice Huang's Megaspeed company, which claimed to be a non-Chinese company.

- Alice Huang is a Chinese national.

- Megaspeed jump from a $30 million company in 2023 to a $3 billion company in 2024 thanks to a cash infusion from an unnamed source.

- Jensen and Alice were "very close"; Nvidia employees joking that Alice is "actually still our boss."

The main alarming piece that was missing then was the recent leak that Alice Huang is not just a Chinese national, but that she works for or with Chinese intelligence. It's a scandal without that bit, but that expands it from industrial shell games to a serious national security issue.

> the recent leak that Alice Huang is not just a Chinese national, but that she works for or with Chinese intelligence

This was not a 'leak'; it was an allegation made by the NYT which they claimed was based on unnamed sources within USA intelligence agencies. With no evidence provided.