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He denied, implausibly, all knowledge about Supermicro. I don't think that is going to work this time.

The crime here isn't giving secrets to the Chinese, it is helping them evade export controls. Again, this is something that Nvidia and Jensen has been investigated on repeatedly. If he knew that Megaspeed was a front for China, quite hard to deny given that Alice Huang seems to have brought Chinese execs to every meeting with Jensen then it is very bad. And yes, the stuff that Jensen would have said would have been very useful because, I assume, the inference is that he would have been helping them evade sanctions.

The very best case from here is that the board fires him.

"The crime here isn't giving secrets to the Chinese, it is helping them evade export controls. "

If that were true, then it's fair game, but I don't think that's what is going on.

US gov has not stated they are targeting him.

Also, there is a gigantic difference between 'avoidance' and 'evasion', like with taxes.

We'll see.

> "US gov has not stated they are targeting him."

Do we know that yet for sure? There's a closed-door US congressional hearing scheduled for nov/18

We know what they have said, and they are not targeting him, they are targeting the spy.

I think it's very unfair to suggest they are targeting him, when there isn't even mention if it.

He's obviously entangled in this so he'll at least be the subject but beyond that it's not fair to say.

It would have to be 'very, very serious' for the US Gov under a super pro-AI/pro-business agenda to take down their #1 CEO over something indirect.

Musk has direct meetings with Putin for gosh sakes.

> Musk has direct meetings with Putin for gosh sakes.

You mean over the phone?

Direct interaction, not in-person. And many more interaction with high level Russian and Chinese state actors. Huge investment from Chinese state banks and critical contracts for data collection.
> Huge investment from Chinese state banks and critical contracts for data collection.

He admitted having talks with Putin during 2023/2024.

His Tesla China can help him circumvent any investigation or questioning from US authorities

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> The crime here isn't giving secrets to the Chinese, it is helping them evade export controls.

This would have generated extra profit for Nvidia. So I doubt they'd care unless the US government chose to take legal action against Nvidia. And that's unlikely to happen under the current US administration.