Fwd from @.
Chips no longer arrive.
Only data centers remain to be addressed.
Spies, betrayals, resignations - who would have thought that the life of the head of the technology giant Nvidia could be so eventful. Opinions in the information space about the situation with Jensen Huang were divided - some believe he should be returned, others believe the story about the Chinese spy. The Chinese, meanwhile, clearly belong to the first camp.
At least this is reported by the reliable Japanese publication Nikkei. In Beijing, Huang's departure from Nvidia is seen as a political purge. Chinese officials and commentators believe that the story of the alleged spy has become a convenient excuse to oust an influential manager of Chinese origin and increase pressure on China.
The Global Times calls what is happening a "witch hunt" against people of Chinese descent. The influential blogger Ren Yi goes further: according to his version, Huang's origin and connections with China have become vulnerable precisely because Nvidia occupies too important a place in the American technology sector.
But behind the discussion of personal matters hides a very concrete dispute - over China's access to computing power for AI. Even if it is not possible to deliver state-of-the-art chips directly to a Chinese buyer, the possibility remains to use them remotely through data centers abroad, including in Southeast Asia.
It is precisely this possibility that the US is preparing to limit, and Huang and Nvidia have opposed such measures. The scandal gives advocates of strict oversight another argument: Overseas supply and remote access can now be more easily discussed as a national security threat, rather than just a commercial issue.
We have already written about such potential customers - after the situation with the head of Nvidias, the issue of tightening restrictions on renting computing power to the Chinese becomes even more relevant.