Jensen Huang Admits to Affair With Alleged Chinese Spy | Diet TBPN

The gist

1. Per Bloomberg and the Wall Street Journal, Wang went from state media journalist to running MegaSpeed, an Nvidia compute reseller with customers including Alibaba.
2. The hosts call MegaSpeed's ownership chain, running through a British Virgin Islands vehicle and Singapore, a structure that couldn't raise a seed round.
3. The hosts argue Huang's push to sell chips to China fits an older pro-export consensus, but the affair leaves him unable to advocate either way.
4. Nvidia stock fell about 5% while the Nasdaq rose 2.5%, AMD jumped almost 13%, and a prediction market gave 31% odds Huang leaves before next July.
5. Nvidia's board says it sees no sign secrets were compromised and has opened an independent probe, while Gavin Baker says Huang would never knowingly harm America.