The chips are no longer moving.
All that's left is to deal with the data centers.
Spies, betrayals, resignations - who knew that the life of the head of the technology giant Nvidia could be so eventful. Opinions in the information field regarding the situation with Jensen Huang are divided - some believe that he should definitely be returned, others believe in a situation with a Chinese spy. The Chinese obviously belong to the first group.
At least, the Japanese publication Nikkei is sure of that. In Beijing, Huang's departure from Nvidia is seen as political payback. Chinese officials and commentators believe the story of the alleged spy has become a convenient excuse to oust a powerful Chinese-born leader 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 him, Huang's sources and connections to China have become vulnerable precisely because Nvidia occupies such an important place in the American technology industry.
But behind the debate about personal lives is a very specific dispute - over China's access to computing power for AI. Even if advanced chips cannot be delivered directly to a Chinese buyer, they can still be used remotely through foreign data centers, including in Southeast Asia.
That's the opportunity the US is preparing to limit, and Huang and Nvidia have opposed such moves. The scandal gives advocates of tight control another argument: it is now easier to discuss foreign supply and remote access as a threat to national security, rather than just a commercial issue.
We have already written about such potential customers - after the situation with the head of Nvidia, the issue of tightening the capacity rental to the Chinese becomes even more relevant.