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My theory: Jensen and some powerful people have been making side deals with China, and the government knew

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This is my theory. I have no proof, and none of what follows the facts section has been shown by any reporting

Everyone wants Nvidia's chips and China's legally locked out. That's the perfect setup for someone to get rich in the middle. Scarcity plus demand like that means whoever can get chips to buyers gets stinking rich. I think Jensen and a group of powerful people around him could have been doing side deals with China, and I don't think it's that hard. A CEO this well connected to politicians has the access, the relationships, and the cover. Who exactly is stopping them ?

I also think the government has known about this for about a year and chose not to act, because the people who'd have to act are the ones he's close to. The money doesn't disappear with a ban. It just goes to whoever's positioned to move the product.

Again: no proof, and the reporting says officials don't believe Jensen knew about her intel work.…

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