OK sure .. obviously sleeping with Chinese agent is a security issue .. very bad .. but Nvidia's position on the export ban was sound. The export ban does not make sense. In fact, it is counterproductive because it closes a huge market to Nvidia and makes China less reliant on US Tech - forcing them to accelerate development of homegrown GPU business.
Jensen had the ear of the President. He could have lobbied this properly.
Doing so by obscuring Nvidia’s Singapore business, failing to apply for an export license to Megaspeed, corruptly quashing a Commerce investigation into Megaspeed, all while sleeping with its leader who turned out to be a Chinese spy, and then only coming clean when the Congress flipped…I don’t know how he could have flipped the bird stronger at the American people.
I'm squarely blaming the federal admin for this. Lutnick and Rubio both knew about this way ahead of time, and their negligence is what ended up screwing the American people over. Removing Jensen doesn't prevent this corruption, it just shuffles the blame around. Huang became the fall guy for corruption at a ludicrous scale, while Donald Trump ponders installing Tim Cook (?) as his replacement.
The whole thing leaves a bad taste in my mouth. This is the Kardashian-ization of the American tech industry.
Everyone is. It's increasingly clear the administration helped Nvidia break the law [1].
But this is how corruption works. The mobster pays the mayor to let him break the law. That doesn't mean they aren't both breaking the law.
> t just shuffles the blame around. Huang became the fall guy for corruption at a ludicrous scale
Fall guy implies innocence and the end of the line for blame. Neither looks likely with this case. Jensen wasn't innocent. And there is is bipartisan fury starting with Lutnick.
> while Donald Trump ponders installing Tim Cook (?)
I think he got this idea from a joke Kara Swisher made. In the end, Trump would love nothing more than for a media circus around Jensen's succession to distract from the above.
[1] https://www.nytimes.com/2026/11/12/business/nvidia-megaspeed...
If Nvidia was skirting the law, then they should held accountable for that.
If Nvidia merely held a position that the particular law is, say, counter-productive and lobbied against it (but followed it) - what's illegal about that?
Could you tell China this? Because they seem to not agree at all, given what we are seeing