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▲ dantillberg a day ago

Jensen's not coming back anytime soon. You can disregard/diminish the affairs, and you can believe that the "spy" angle is overblown/wrong.

But Jensen Huang has admitted to a longstanding affair with the CEO of a company that appears to exist only to evade ITAR restrictions. It's just impossible to believe that Jensen did not know what MegaSpeed was doing. While by all appearances he facilitated and benefited from it personally.

And one can also believe that ITAR restrictions on GPU sales are dumb, but evading them still counts as selling sensitive weapons to the enemy, both legally and politically.

▲throwaway2037 a day ago | parent | next [-]

To be clear, ITAR (International Traffic in Arms Regulations) does not apply to GPUs. You can see the full list here: https://en.wikipedia.org/wiki/International_Traffic_in_Arms_...

Instead, Export Administration Regulations (EAR) applies to exports of technology (software and hardware). Read more here: https://en.wikipedia.org/wiki/Export_Administration_Regulati...

About MegaSpeed: They were NVidia largest customer in Southeast Asia (which includes Singapore), buying about 140,000 GPUs in the last 2-3 years. Then, then built data centers in Southeast Asia and rented the GPUs to Mainland Chinese companies. To be clear: From 2023-2025 (their peak), this business model was not prohibited by United States GPU export controls. However, that will probably change soon.

▲dantillberg 18 hours ago | parent [-]

Ah, thanks. Too late for me to edit, but: ITAR -> EAR sounds right.

And I guess one could believe that MegaSpeed really did only that, renting GPUs from afar. In which case perhaps this is more a political problem than a legal one? I'd wager it's still a huge political issue, but I guess we'll see.

▲Ekshef 14 hours ago | parent [-]

Isn't there evidence/speculation that some of the chips that were sold to MegaSpeed "somehow" ended up in Russian drones in Ukraine? However they for there the take away is Nvidia chips were found in Russian drones, how were they procured?

▲throwaway2037 9 hours ago | parent [-]

I was not aware that NVidia chips were found in some Russian drones. I can confirm that accusation with some light Googling that shows reliable news sources. Those chips aren't very special. You can buy dev kits on Amazon.com[1]. So, I assume someone is buying 1000s in a friendly country, then smuggling them to Russia.

[1] https://www.amazon.com/NVIDIA-Jetson-Orin-64GB-Developer/dp/...

▲blackcatsec a day ago | parent | prev | next [-]

This is the biggest issue to me. Affairs are a personal matter between his family and his wife. And when they involve subordinates, his company. But what is absolutely unacceptable is knowingly engaging in a continued relationship with a Chinese spy. He had to have known that Singapore confiscated her passport, and I'm sure he brought it up. There are very few reasons why a country would confiscate your passport.

Also, both the company she was "CEO" of and her path to that role are so shady that it's unbelievable that it even worked. Though it seems it did to a point.

Anyways, I think he knew; or at least suspected it and kept going.

▲junnan a day ago | parent | next [-]

where is the evidence that she is a spy

▲mixmastamyk 15 hours ago | parent [-]

Who knows but the story doesn’t require her to be a spy, merely a businesswoman.

▲roosterIllusi0n a day ago | parent | prev | next [-]

You are ignoring all the actual crimes and are focusing on what jensen knew about his handler? She is his handler. The affair claims are meaningless and do not matter at all.

Nvidia was forcing US businesses to buy hardware they did not need which increased nvidia production, but drove up all hardware prices. The increased production enabled smuggling more gpus to china. It was a clear crime before jensen blamed his handler, and it's still a clear crime after jensen blamed his handler. Jensen forced businesses and consumers to pay billions more for hardware and it appears he did it to enable smuggling more gpus to china.

Jensen is a criminal. Likely, most of the CEOs that signed those deals to buy hardware they did not need are also criminals. Every business and consumer that paid more for hardware is a victim of nvidia, jensen, and the CEOs that signed crooked contracts with him.

The people making these deals that aided chinese smuggling and ripped off the entire US economy are the people making billions of dollars off these deals. They are all criminals. Put them in jail. You will be able to afford ram and a graphics card again.

▲akoboldfrying 19 hours ago | parent [-]

> Nvidia was forcing US businesses to buy hardware they did not need

How is that possible under capitalism?

▲paulryanrogers 19 hours ago | parent [-]

Perhaps contracts or threats not to sell later models or inventory if they don't commit to some minimum spend?

▲Glyptodon a day ago | parent | prev [-]

I mean they took the passport because they were worried about her being a smuggler and it getting them on the wrong side of the US, right?

▲nialv7 a day ago | parent | prev | next [-]

trump and his inner circle know about this for nearly a year. NYT reported on megaspeed diverting chips a year ago. let alone folk reportings from people like gamers nexus.

they already know nvidia is circumventing ITAR and were fine about it for about a year. you are not seeing the real question, which is: why now? what changed?

▲irthomasthomas a day ago | parent [-]

The IC and the asian public have known since 2024, apparently, when it was broadcast on Taiwan news.

▲roosterIllusi0n a day ago | parent [-]

Taiwan is in serious trouble, because it looks like they exploited the US like israel does. China could take it right now and the US wouldn't do a thing to stop it.

▲irthomasthomas a day ago | parent | prev | next [-]

If Sam can come back after he lied to the board and to Congress that he had no personal stake in openai, while steering business to companies[0] which he did secretly own and control, then Jensen can come back too.

[0] Openai Startup Fund "This was also news to the board. What was this person talking about? OpenAI did launch a startup fund in 2021, which it said at the time would be “managed” by OpenAI, with investment from Microsoft and others. The fund had invested in the AI-driven legal startup Harvey and a handful of other companies. But what was this about returns not going to OpenAI shareholders? The board began to ask Altman about it, and over the course of months of going back and forth, eventually learned that Altman owned the fund personally, and had been raising money from LPs to fund it." https://www.openaifiles.org/ceo-integrity

▲paulryanrogers 19 hours ago | parent [-]

Anything's possible. One person escaping contempt (possibly jail time) doesn't mean others are immune. Unless of course they get SCOTUS to say so or have a pardon.

▲jaredklewis a day ago | parent | prev | next [-]

Bloomberg, NYT, and Culper Research all reported that MegaSpeed was illegally diverting chips to China. Hard to imagine that the press could know, but not Jensen.

▲fivetenpen a day ago | parent | prev | next [-]

I wouldn’t discount the power of employees in this scenario. Many of them are millionaires and can afford to leave. If enough people threaten to do quit they can absolutely get whatever they want, including getting him back. Nvidia is just a name without it’s talent.

▲AdrianCX a day ago | parent | prev | next [-]

> Jensen's not coming back anytime soon.

It depends on him, i can see things breaking at NVDA enough to ask him to come back

Even employee action here is pretty powerful

If he wants to come back is a different thing, he can do anything he wants

He can start a competitor to NVDA and poach enough employees to build a product and is connected and rich enough to get manufacturing and supply chains going...

Or he might just want to enjoy his life

▲Glyptodon a day ago | parent | prev [-]

Yeah, I agree the question seems to be a lot more about knowingly participating in circumventing ITAR than whether Alice Huang truly counts as a spy (which I find very unclear - maybe I define "spy" differently than most?).