1. 20% of Nvidia's FY2026 compute revenue was ultimately driven by Chinese demand through intermediaries and alleged illegal diversion.
2. This was driven by Alice Huang (the spy)
3. Crucially this report has allegations that Jensen KNEW that these chips were being sold illegally, and that he even went on-site to these sites ALONGSIDE ALIBABA representatives.
Nvidia is down 5.7% this morning (probably on this news), but is trading at a P/E of 23x still -- my mental math if it's expecting to lose 20% of its revenue AND a CEO that it has more to fall.
OMFG, it's an open secret that lots of Malaysia-, Indonesia-, and Singapore-registered businesses resell GPUs to China instead of building AI datacenters themselves. And they don't need to sleep with NVIDIA's CEO to do that, you know.
Well now that it's documented in writing, that business will have to be shut down (-20% revenue), somebody will have to be blamed for it (fired, arrested?), and who knows how big the fines will be.
> Finally, per one current Megaspeed employee, Jensen visits Megaspeed-linked data centers “every few months” and “every single time” he visits, he is
accompanied by representatives from Alibaba.
According to these allegations (May):
1. 20% of Nvidia's FY2026 compute revenue was ultimately driven by Chinese demand through intermediaries and alleged illegal diversion.
2. This was driven by Alice Huang (the spy)
3. Crucially this report has allegations that Jensen KNEW that these chips were being sold illegally, and that he even went on-site to these sites ALONGSIDE ALIBABA representatives.
Nvidia is down 5.7% this morning (probably on this news), but is trading at a P/E of 23x still -- my mental math if it's expecting to lose 20% of its revenue AND a CEO that it has more to fall.
OMFG, it's an open secret that lots of Malaysia-, Indonesia-, and Singapore-registered businesses resell GPUs to China instead of building AI datacenters themselves. And they don't need to sleep with NVIDIA's CEO to do that, you know.
Well now that it's documented in writing, that business will have to be shut down (-20% revenue), somebody will have to be blamed for it (fired, arrested?), and who knows how big the fines will be.
> Finally, per one current Megaspeed employee, Jensen visits Megaspeed-linked data centers “every few months” and “every single time” he visits, he is accompanied by representatives from Alibaba.
Will time tell,is Huang actually a traitor ?
I doubt anybody would defend him on the merit of his good character...