it was in the NYT over a year ago (https://www.nytimes.com/2025/10/09/technology/nvidia-chips-c...)

the subtlety is that this was knowledge to the US Admin a year ago. reasonably, nvidia adopts the posture that it will sell as many chips as possible to all comers. if the USG blacklisted a company, they would stop immediately

now it emerges that factions within the gov either through malice or negligence or any other reason did not sanction the chinese shell company a full year after it was in the NYT. easy to blame on WH but just as much capitol hill boomer incoherence

jensen is collateral damage of a power struggle between other factions. thats why it was such a surprise for him and the only person really standing up for him is david sacks. tide went out on the midterms