+1. Jensen getting really heated when pressed by Dwarkesh over China during his interview can be seen in new light now.

> The image of Nvidia advocating for exports of GPUs to china

As a business, why shouldn't they advocate for export to a relatively huge market? It is an expansion for them and from a business perspective completely expected.

Also that its intertwined with asking the corrupt administration to relax export regulations

The image is not a problem. That image has existed for months already. The problem is that Huang lost the tenuous protection that Trump and Lutnick agreed to give him so he could avoid jail. On that basis, investors are now scared the company might suddenly be under investigation for export violations.

https://www.axios.com/2026/11/11/trump-lutnick-nvidia-china-...

https://www.businessinsider.com/trump-administration-jail-le...

And not that Nvidia is absolved of responsibility but it does make it a little easier if it's the new leadership in the hot seat for those things being like "yeah we did some naughty stuff but it was the last guy and we're working on hard on getting it all cleaned up."

There's speculation that Trump knew about the Chinese spy and Nvidia donated $25M to the White House Ballroom in October 2025.

Even if this is just a coincidence, Jensen himself came out and said he donated to the ballroom, but kept the amount hidden. In internal documents, Jensen and Nvidia said to keep the amount hidden and it only came out due to disclosure documents from the government.

I can think of several more urgent topics for congressional hearings than that honestly...

> Nvidia advocating for exports of GPUs to china while compromised

I doubt it has anything to do with it really. China is a huge market and by not exporting to China they were missing out on tens to hundreds of billions in revenue. Any CEO would have advocated the same.