Olivia
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Ignis Rex
@Ignis_Rex
Veritas vos liberabit
Singapore
Joined July 2009
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According to Kai-Fu Lee (former Google China CEO):
Chinese AI companies only launch open source models not because of some top down national directive.
But because after DeepSeek V1 launched in 2025 and shocked and delighted everyone in China. All developers studied the codes and research papers published by DeepSeek and realized that if they want to survive in the cutthroat China market they have to better than DeepSeek and they must also embrace open source and publish research papers and make sure that all application developers are using their open source model as their foundation. Otherwise DeepSeek will walk away with the market in China.
As compute power was limited, everyone focused on being very efficient and learning from one another - as all models are open-source and each team after the launch of a new open source model will publish research papers on their techniques - so it became like an open book study groups where every team learn from one another - this ultimately speed up innovation for the whole open source AI ecosystem.
https://t.co/EyoaqJ2GOR
@leckie_cameron Rudd is an opportunist. He knows where his bread is being buttered.
IRAN JUST TOLD EUROPE: IF A US JET TAKES OFF FROM YOUR SOIL TO STRIKE IRAN, THAT BASE GETS HIT.
Today, Iran's security chief Mohsen Rezaei said Tehran will target US military bases in European countries: "Wherever American planes take off from, we will regard it as a threat against us."
This is not what you've been told.
Yesterday, a US Air Force spokesman went on the record with CBS.
He said: "U.S. military aircraft are hosted in accordance with access, basing, and overflight agreements with our Allies and partners."
THAT SAME WEEK:
The US flew 10 KC-135 tankers out of RAF Mildenhall to Germany, Spain and Scotland.
Wall Street Journal sources blamed a threat from Iran.
A US official told CBS of "credible threats" against UK bases. But the Air Force refused to say more.
Rezaei warned every country that hosts US forces: do NOT cooperate with an attack.
The hardline daily Kayhan had ALREADY named US and NATO sites in Cyprus, Greece, Romania, Albania, Italy and Britain.
An Iranian lawmaker named Italy and Germany outright.
Rezaei then threatened to hit "some islands they think our missiles cannot reach."
In March, Iran fired 2 missiles at Diego Garcia — an island base roughly 4,000 km from Iran.
That's DOUBLE the 2,000 km limit Iran once called self-imposed.
Here's what no one is telling you:
The US launched strikes on Iran from British runways.
Iran responded by becoming the threat over every country that hosts US jets.
That's not a basing agreement. That's a target list.
Briefing rooms filter this war. I don't. Follow me for the parts they leave out.
The Infrastructure Wall Has Arrived: Why SoftBank’s $3.7B Writedown is the Canary in the AI Coal Mine
From Zoning Vetoes to Buried Deposits: The Local Politics Squeezing Hyperscale AI
Beyond the Balance Sheet: How Post-Midterm NIMBYism Stalled SoftBank’s 10-Gigawatt Bet
What we are witnessing in U.S. infrastructure buildout is a classic regulatory and political regime shift. For months, Silicon Valley assumed hyperscale AI data centers would enjoy friction-free deployment across red and blue states alike. The midterms just permanently broke that assumption.
In local races across the country, candidates running on explicit anti-data-center platforms—citing municipal water depletion, soaring utility bills, and residential zoning overreach—scored sweeping victories alongside municipal ballot moratoriums.
Local NIMBYism has evolved into an organized, bipartisan legislative movement.
SoftBank’s $7 billion quarterly loss—driven by a staggering $3.7 billion write-down on U.S. power equipment pre-payments—is the definitive canary in the coal mine.
For the past two years, hyperscalers and capital funds treated power and equipment capacity as simple "lock-and-key" balance sheet bets. SoftBank committed over $9.5 billion to reserve turbines and grid positions, assuming physical procurement was the only bottleneck. But when local political opposition freezes land permits, zoning variances, and transmission connections, those non-refundable advances turn instantly toxic. SoftBank isn't an anomaly; it was simply the first forced to mark this emerging legal reality to market.
The legal environment for U.S. infrastructure has structurally changed:
* Permitting Arbitrage is Dead: High-density hyperscale sites can no longer be pushed quietly through county boards via tax-break promises. Tax exemptions are being retroactively challenged or outright repealed in key regions.
* State & Local Veto Power: While federal agencies push AI sovereignty, power sits squarely at local levels. Grid operators (like ERCOT or PJM) face massive state-level political pressure to halt queues or reallocate interconnection costs directly onto developers.
* Execution Lag vs. Carrying Cost: Land and equipment tied up in multi-year zoning fights incinerate return on invested capital (ROIC) through doubled financing costs.
The lesson here is simple: having billions in dry powder and guaranteed supply chains means nothing if a town council can freeze your substation indefinitely. Expect capital to rapidly pivot away from contested U.S. sites toward international jurisdictions where energy policy and permitting remain unified. SoftBank was just the first to pay the toll.
https://t.co/njFzxHgfMG
This 👇 👇..Mabuti naman... Hao (Good)!!!
Jensen Huang Said the Policy Was a Mistake, Said China Was Not an Enemy, and Said the Dialogue Must Stay Open. Less Than a Month Later, the “Spy” Story Broke. That Is Not Coincidence. That Is the Price of Telling the Truth.
Read his words again. This is not a Chinese official. This is not an Iranian diplomat. This is the CEO of the most valuable chip company on earth, speaking on Bloomberg, on the record, to an American audience.
“I think we made a mistake. And this mistake is hard to unwind. But I did my best.”
“They’re not our enemies.”
“There are more Chinese AI researchers than any other nation in the world.”
“If we care deeply about the safety of the world with respect to artificial intelligence, then of course we must open dialogues.”
Yalla, habibi. This is the man they smeared as compromised. This is the man whose board was handed a memo about his private life. This is the man whose Chinese business contact was labeled a spy.
What did he actually do to deserve it?
He said the export controls failed. He said the policy hurt American industry and accelerated China’s independence. He said the dialogue must stay open because the technology is too dangerous for a cold war. He said the researchers are Chinese, more of them than any other nationality, and many are working in the labs the Americans depend on.
That is not espionage. That is the most honest strategic assessment any American CEO has given in this entire confrontation.
And that is exactly why he had to be destroyed.
The Theater....
Washington cannot win the policy argument. Jensen Huang has the numbers. Nvidia’s market share in China collapsed from over 90 per cent to effectively zero. Huawei filled the gap. SMIC produced the 7nm class node. The export controls did not stop Chinese AI. They forced China to build its own stack.
So the national security establishment did what it always does when it loses the argument. It changed the subject.
It leaked a memo. It whispered to the New York Times. It put a "conclusion" in the paper. It let the tabloids run the affair. And it waited for the public to confuse a private scandal with a public failure.
The script has three acts:
Act one: the CEO tells the truth about the failed policy.
Act two: the intelligence community leaks a "spy" story.
Act three: the media drowns the truth in a bedroom drama.
Khallas. The policy stays in place. The money keeps flowing to the contractors. The chip war continues. The only thing destroyed is the man who said it was a mistake.
The Darker Layer: Who Benefits from the Silence?
The people who benefit from Jensen Huang’s silence are the same people who benefit from the war. The military-industrial complex needs an enemy to justify the budget. The surveillance state needs an enemy to justify the architecture. The think tanks need an enemy to justify their funding. The politicians need an enemy to win elections.
An American CEO saying "China is not our enemy" is a threat to every one of those interests. It undermines the entire narrative of the new cold war. It suggests the policy is not about security. It is about something else.
What is underneath? Look at the money. The chip controls are not just about AI safety. They are about control of the global supply chain. The US wants to keep the most advanced technology in its own hands. It wants to force the world to buy American. It wants to prevent China from competing.
That is not security. That is economic warfare. And Huang exposed it by saying the quiet part out loud: the policy is a mistake, and it is hurting America more than it hurts China.
The Proof
Huawei’s Kirin 9000S. Domestic 7nm. SMIC’s volume production. China’s share of global AI research. The INSTC bypassing the dollar. The BRICS payment architecture. The CIS+1 framework. The Chabahar port. The Kazakhstan-Turkmenistan-Iran railway.
Every one of those is the answer to the chip war. The controls did not stop China. They forced China to build the alternatives faster. Huang told the American public the truth, and they rewarded him with a spy scandal.
The Bill
Jensen Huang, Bloomberg, less than a month ago. “I think we made a mistake.” “They’re not our enemies.” “More Chinese AI researchers than any other nation.” “We must open dialogues.”
The memo. Marco Rubio’s State Department. Circulated in the spring. Before the Beijing summit. Before the chip lobbying succeeded.
The leak. The New York Times. The “conclusion” of the intelligence community. Alice Huang. No indictment. No charge. No evidence. Nvidia’s board: “no reason to believe.”
The scandal. The affair. The tabloids. The distraction. The thing you were supposed to read instead of the Bloomberg interview.
The result. The policy stays. The war continues. The contractors collect. The man who told the truth is discredited.
The theater is not the affair. The theater is the silence that follows. You are not supposed to remember what Huang said to Bloomberg. You are supposed to remember the spy story. That is the point.
@SeabirdWhite @Hsuntoy Jensen's logic is Nvidia/CUDA ecosystem should be the default in China if possible. I don't think that may be possible.
I think we will know by 2037 whether US or China will dominate the AI ecosystem internationally ie in regions outside the US and China.
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
The plot thickens, new info coming out from Taiwan - Jensen's daughter and wife were at the restaurant where the pix of Jensen giving Alice Huang a peck on the cheek was taken.
So Megaspeed and Nvidia's deal at that time were all above board. Between then and now something has changed drastically - Anthropic and OpenAI are having problems with their valuation and IPOs, Chinese Opensource AI are dominating the US markets and the Republicans got hit by a Blue Tsunami in the midterm and Trump is wounded.
Someone is going in for the kill by claiming Alice Huang is a spy for the China when she has been posting all her activities on WeChat (social media) like most working ladies in China. Spy don't go round posting their lives on social media, especially when her relationship with Jensen is known to Jensen's daughter and wife.
@niubi
@RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjanssen @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai @BodenViews @jingyanghk @annmarie @shanaka86 @willripleyCNN @CollinRugg
Jensen estimated that by 2030 China will be able to produce sub 2nm chips, so the market demand for AI inference chips in China will be very different and Nvidia existing product line cannot compete unless he innovate and come out with new product and services.
Nvidia doesn't have a viable CEO replacement for Jensen Huang and AMD/Lisa Su or Broadcom/Hock Tan or Intel/Tan Lip Bu are not as innovative as Nvidia/Jensen Huang. So the speed of development of AI in the US will hit a speed bump if Trump use National Security Law to control the sales of Nvidia chips in Asia as Middle East is a washout due to the Iran War and EU is also washout due to the Ukraine War and high national debts - the only growth area for AI is East Asia - specifically China as half the world's AI researchers are Chinese.
Start selling your AI stocks!
Jensen estimated that by 2030 China will be able to produce sub 2nm chips, so the market demand for AI inference chips in China will be very different and Nvidia existing product line cannot compete unless he innovate and come out with new product and services.
Nvidia doesn't have a viable CEO replacement for Jensen Huang and AMD/Lisa Su or Broadcom/Hock Tan or Intel/Tan Lip Bu are not as innovative as Nvidia/Jensen Huang. So the speed of development of AI in the US will hit a speed bump if Trump use National Security Law to control the sales of Nvidia chips in Asia as Middle East is a washout due to the Iran War and EU is also washout due to the Ukraine War and high national debts - the only growth area for AI is East Asia - specifically China as half the world's AI researchers are Chinese.
Start selling your AI stocks!
More accurate to say Chinese system are like an open network where everyone share openly what they learn and no one reinvent the wheel, once something is proven to work - everyone build the next innovation on top of it. The US system is more like islands where everything has to be perfect and reinventing the wheel is common.
According to Kai-Fu Lee (former Google China CEO):
Chinese AI companies only launch open source models not because of some top down national directive.
But because after DeepSeek V1 launched in 2025 and shocked and delighted everyone in China. All developers studied the codes and research papers published by DeepSeek and realized that if they want to survive in the cutthroat China market they have to better than DeepSeek and they must also embrace open source and publish research papers and make sure that all application developers are using their open source model as their foundation. Otherwise DeepSeek will walk away with the market in China.
As compute power was limited, everyone focused on being very efficient and learning from one another - as all models are open-source and each team after the launch of a new open source model will publish research papers on their techniques - so it became like an open book study groups where every team learn from one another - this ultimately speed up innovation for the whole open source AI ecosystem.
https://t.co/EyoaqJ2GOR
600,000 Nvidia H200 are piling up in HK. China doesn't need the Nvidia chips because they have access to Nvidia Neocloud services.
Jensen lied to hide a bigger secret. Madison Huang (Jensen's daughter) was as the dinner in Taipei when Jensen planted a kiss on the cheek of Alice! Alice is probably the top Nvidia Neocloud salesperson globally and is being rewarded.
Everything is kosher and legal!
https://t.co/VgvlbQE4P3
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
600,000 Nvidia H200 are piling up in HK. China doesn't need the Nvidia chips because they have access to Nvidia Neocloud services.
Jensen lied to hide a bigger secret. Madison Huang (Jensen's daughter) was as the dinner in Taipei when Jensen planted a kiss on the cheek of Alice! Alice is probably the top Nvidia Neocloud salesperson globally and is being rewarded.
Everything is kosher and legal!
https://t.co/VgvlbQE4P3
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
@CollinSLKoh Good chance for Singapore to complete it next year as ASEAN Chair. Any feather in the cap for Singapore.
600,000 Nvidia H200 are piling up in HK. China doesn't need the Nvidia chips because they have access to Nvidia Neocloud services.
Jensen lied to hide a bigger secret. Madison Huang (Jensen's daughter) was as the dinner in Taipei when Jensen planted a kiss on the cheek of Alice! Alice is probably the top Nvidia Neocloud salesperson globally and is being rewarded.
Everything is kosher and legal!
https://t.co/VgvlbQE4P3
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
600,000 Nvidia H200 are piling up in HK. China doesn't need the Nvidia chips because they have access to Nvidia Neocloud services.
Jensen lied to hide a bigger secret. Madison Huang (Jensen's daughter) was as the dinner in Taipei when Jensen planted a kiss on the cheek of Alice! Alice is probably the top Nvidia Neocloud salesperson globally and is being rewarded.
Everything is kosher and legal!
https://t.co/VgvlbQE4P3
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
600,000 Nvidia H200 are piling up in HK. China doesn't need the Nvidia chips because they have access to Nvidia Neocloud services.
Jensen lied to hide a bigger secret. Madison Huang (Jensen's daughter) was as the dinner in Taipei when Jensen planted a kiss on the cheek of Alice! Alice is probably the top Nvidia Neocloud salesperson globally and is being rewarded.
Everything is kosher and legal!
@mangunonmarkets
https://t.co/VgvlbQE4P3
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
600,000 Nvidia H200 are piling up in HK. China doesn't need the Nvidia chips because they have access to Nvidia Neocloud services.
Jensen lied to hide a bigger secret. Madison Huang (Jensen's daughter) was as the dinner in Taipei when Jensen planted a kiss on the cheek of Alice! Alice is probably the top Nvidia Neocloud salesperson globally and is being rewarded.
Everything is kosher and legal!
https://t.co/VgvlbQE4P3
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
600,000 Nvidia H200 are piling up in HK. China doesn't need the Nvidia chips because they have access to Nvidia Neocloud services.
Jensen lied to hide a bigger secret. Madison Huang (Jensen's daughter) was as the dinner in Taipei when Jensen planted a kiss on the cheek of Alice! Alice is probably the top Nvidia Neocloud salesperson globally and is being rewarded.
Everything is kosher and legal!
https://t.co/VgvlbQE4P3
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
600,000 Nvidia H200 are piling up in HK. China doesn't need the Nvidia chips because they have access to Nvidia Neocloud services.
Jensen lied to hide a bigger secret. Madison Huang (Jensen's daughter) was as the dinner in Taipei when Jensen planted a kiss on the cheek of Alice! Alice is probably the top Nvidia Neocloud salesperson globally and is being rewarded.
Everything is kosher and legal!
https://t.co/VgvlbQE4P3
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
600,000 Nvidia H200 are piling up in HK. China doesn't need the Nvidia chips because they have access to Nvidia Neocloud services.
Jensen lied to hide a bigger secret. Madison Huang (Jensen's daughter) was as the dinner in Taipei when Jensen planted a kiss on the cheek of Alice! Alice is probably the top Nvidia Neocloud salesperson globally and is being rewarded.
Everything is kosher and legal!
@Av8r07 @karaswisher
https://t.co/VgvlbQE4P3
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
@KarenFactsLover @niubi @RnaudBertrand @AngelicaOung @kyleichan @MaxBlumenthal @baoshaoshan @thecyrusjansse @Jingjing_Li @Kathleen_Tyson_ @kyleichan @kenmoriyasu @LukeGromen @NuryVittachi @philippilk @jordanschneider @Glenn_Diesen @zhao_dashuai
@BodenViews @jingyanghk @annmarie @shanaka86
@willripleyCNN @CollinRugg @JChengWSJ
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