> We believe that despite essentially no direct compute sales into China after April 2025, Nvidia continued to service Chinese demand via sales to non-restricted intermediaries and diversion.

That’s not at all breaking export control laws. In fact it is the government’s responsibility to identify these non-restricted intermediaries and make them restricted. The government has done this plenty of times in the past and it should again do so here. It is not a company’s job to infer what the government wants it to do. The difference between selling to China and servicing China-originated demand is huge.

And then in a massive game of telephone many people on this thread actually believes that Nvidia allowed direct sales to China, which is how they conclude Huang is breaking the law.