Our direct experience with Nvidia, never shared before:
22 months ago, we published the below analysis raising concerns that Nvidia's AI chips were potentially being routed to China through Singapore.
Less than 24 hours later, Nvidia's Head of PR contacted us, directly addressing our analysis. Their message to us is included below.
At the time, in the previous 3 quarters, $17.4 billion of Nvidia's revenue came from Singapore versus $11.6 billion from China.
Furthermore, at the time, the US had ~5,375 data centers, China had 448, and Singapore had just 99. The numbers just did not add up. You can read our full analysis below.
Nvidia's PR team sent us the following message:
"The revenue associated with Singapore does not indicate diversion to China. Our public filings report 'bill to' not 'ship to' locations of our customers. Many of our customers have business entities in Singapore and use those entities for products destined for the US and the West. We insist that our partners comply with all applicable laws, and if we receive any information to the contrary, act accordingly. Our last 10-Q noted: 'most shipments associated with Singapore revenue were to locations other than Singapore and shipments to Singapore were insignificant.'"
Fast forward to today.
According to new reports, Nvidia, $NVDA, CEO Jensen Huang's relationship with a suspected Chinese spy helped facilitate at least $7.5 billion in Nvidia chip shipments to Chinese companies through a network spanning China and Singapore.
The reported shipments date back to 2023 and involved ~240,000 advanced Nvidia AI chips.
These allegations remain under investigation, and it is not yet established whether the shipments were connected to the revenue discrepancies we highlighted 22 months ago.
Nvidia maintains that it has no reason to believe US national security or company secrets were compromised.
But the overlap between these new allegations and the questions we raised in January 2025, along with Nvidia's response to us at the time, is noteworthy.
We stand by our view that Jensen Huang is likely to remain CEO of Nvidia and will continue to be an integral figure in the AI Revolution.
We expect more on this soon.
@MacikSeba@312c25@ghost_motley You're right, but games still should hit 60fps locked for frame gen to feel good. 2x,3x or 4x doesn't feel or look right for me when base frame rate isn't at 60fps. And I fear that devs would rely on this tech a little too much.
@ghost_motley We don't need new consoles, we need devs to lock in and optimize their games. GTA 6 already shows that the rest of the industry is far from utilizing the full power of consoles.
There's a narrative RT is the reason GTA6 isn't 60FPS on the PS5/Pro.
I can assure you it isn't. RT does increase CPU work a little, but the amount of work isn't proportional to the GPU.
The console CPUs are cutback Zen 2 CPUs, GTA6 world is just very heavy for them
1/2
This guy is so far into his Rockstar glaze that there is no going back. Like, you can't save this person anymore. The brain has fully rotted away
Rockstar could slime his entire family, and he'd thank them. Journalism in 2026 btw
@kantallive Ale Dawnwalker przy GTA 6 wygląda jak jakieś demo albo alfa gry xd, a na pc stuttering zabija jakąkolwiek przyjemność z grania. Nie ma co porównywać slopu z UE5 do RAGE który na PS4 symulował kurczące się jaja konia 😂