Blue sky

[PixelAIGC @PixelAigc]

致敬黄仁勋
制作了《过来人》（黄仁勋版）
黄仁勋、乔布斯、贝多芬、马斯克、李白、杜甫、苏轼出演

过来人，过来人
谁没摔过几个跟头
门关上，别低头
换条路，我们继续走

过来人，过来人
输一回不等于认输
天再黑，路再堵
拍拍灰，重新上路

由《无借口的错》作者PixelAIGC出品

歌名：过来人（黄仁勋版）
作者：PixelAIGC
歌词：Codex
音乐：Suno 6.0
图片：Gpt-image-2.5
视频：MiniMax H3 Design
显卡：Nvidia 3060 12G
剪辑：剪映

[GeLun Ding @gelunding]

现在基本可以确定，Anthropic就是这次针对黄仁勋抹黑行动的幕后黑手。向纽约时报爆料老黄和Alice私事的，正是Anthropic联合创始人Jack Clark。而他手里持有的Anthropic股票比Dario还多200万股。除了我之前分析过的双方在对华芯片出口问题上的分歧之外，还有一个几乎没人讨论过的关键问题。

英伟达其实早就准备亲自下场，跟Anthropic和OpenAI抢饭碗了。今年6月，英伟达宣布了Nemotron 3 Ultra，一个拥有5500亿参数的开放权重模型。老黄在四个月前的这段采访里甚至亲口说，Nemotron已经可以跟Claude Opus相提并论，具备接近前沿大模型的能力，而且成本还便宜得多。

你站在Anthropic的角度想想，如果这时候还坐以待毙，那不就是等死吗？一方面，你整个公司的命脉都掌握在英伟达手里，因为训练和运行模型都离不开它的GPU。另一方面，既然英伟达自己掌握着AI模型最核心的瓶颈——算力，那它凭什么不自己训练大模型，直接跟你竞争？AI产业就像一个五层蛋糕，而英伟达完全有潜力把这五层全部吃下来。

[Blue sky @ChadZhang23940]

@Osint613 haha, that piece of shit, Moron Trump claims DC is the safest place in USA....

[Blue sky @ChadZhang23940]

@PeterSchiff you dont cry for your fcking gold? you such a piece of Jew shit..

[Blue sky @ChadZhang23940]

@Megatron_ron he should ask himself why Romans, Nazis and so many others want to erase Jew rats... Jew rats are the fcking cancer to human being society..

[Blue sky @ChadZhang23940]

@Amiri_Ahmed @Megatron_ron if those Jew rats were China, they would have been gone for long time..

[Blue sky @ChadZhang23940]

@SecScottBessent then you give each of them your best BJ to pay your respect..

[Blue sky @ChadZhang23940]

@zerohedge every fcking Jew rat is shameless and liar, in particular, those fcking rats are in financial market..

[Blue sky @ChadZhang23940]

@KobeissiLetter that is less than 20% of annual gold production, means nothing, gold jewlery is dead, the less from that part is far more than what Central bank could buy..

[Kun Chen @kunchenguid]

overheard from friends talking about AI in China, and it’s very alarming

- AI short films went massive in China market because of how good the video models are now

- the first wave of people who mastered using AI to generate short films and comics made quite some money because they could produce a lot more content than traditional workflows

- but within just a few months, everybody and their mom could make equally good short films because all the expertise could be written in a markdown file

- when everyone’s more productive, no one actually has an advantage and it’s a race to the bottom. very quickly it became impossible to make money, and everyone’s busier than they were without AI

- the only one making money now is companies like bytedance who owns user demand and distribution. they sell ads to creators who pay to get traffic, and eventually ad spend became 80% of those creators’ operating expense, while AI tokens is less than 5%

so what are the problems here?

1. there’s no moat if you are creating anything with AI

if a human is really good at something, and it’s hard to find more humans who can do the same, they can leverage the scarcity of their skill to get paid very well

but if AI is good at something, it will be infinitely replicated, so there’s no scarcity hence you can’t really expect a sustainable business by creating anything with AI

2. more creators created more content people actually liked. that’s a good thing

but the economical benefit of that all got absorbed by the distribution platforms

there’s a famous chinese poem 遍身罗绮者，不是养蚕人 - it basically says people who dress well aren’t the people making dresses. that’s exactly what’s happening here

if our society doesn’t figure out a better way to distribute wealth, AI will help billionaires become trillionaires while average people become more exhausted than ever

[Blue sky @ChadZhang23940]

@Osint613 Iran just needs to get a fcking gay man with big dick to seduce her..

[Blue sky @ChadZhang23940]

@MiguelO07644430 @Osint613 well, you motherfckers claim yourself that USA is the model of democracy, human rights, all kinds of bullshit, CCP is CCP, that is different story..

[Blue sky @ChadZhang23940]

@PeterSchiff you motherfcker said gold will not go back to 4000, this week, you will see new lows...

[Nick Essence @nick88886666]

젠슨 황 스캔들이 ‘하필 지금’ 터진 진짜 이유.

단순한 유명 CEO의 불륜 가십으로 보면 시장의 본질을 완전히 놓칩니다.
이 뉴스의 핵심은 사생활이 아니라 ‘미국 국가안보국(NSA)과 워싱턴 정가가 엔비디아의 목줄을 쥐기 위해 던진 체스 말’이라는 점입니다.

미 정보당국은 이미 1년 전부터 이 사안을 내사해 왔습니다. 그런데 왜 하필 지금 NYT와 FT 1면에 일제히 터뜨렸을까요?

1. 젠슨 황의 대관 로비력 무력화
그동안 젠슨 황은 “중국 시장을 막으면 미국 테크가 공멸한다”며 미국의 대중 반도체 수출 통제에 가장 거세게 반발해 온 인물입니다. 워싱턴 안보 라인 입장에선 젠슨 황의 막강한 입김을 단번에 침묵시키고 엔비디아를 정부 통제 하에 묶어둘 가장 확실한 명분이 필요했습니다.

2. 제3국 우회 밀수 루트 박살
스캔들 상대인 앨리스 황의 싱가포르 회사는 무려 20억 달러(약 2.7조 원)어치의 엔비디아 GPU를 중국으로 밀수출한 혐의를 받던 곳입니다. 미 정부는 이번 사건을 통해 전 세계 테크 공급망에 강력한 시그널을 보냈습니다. “우회 수출을 묵인하면 세계 1위 기업 CEO도 한순간에 날아간다.”

3. 의회의 빅테크 군기 잡기
미 하원은 즉각 젠슨 황을 비공개 합동 청문회에 소환했습니다. 한 국가보다 커진 빅테크의 헤게모니를 ‘국가 안보’라는 절대적 무기로 통제하겠다는 뜻입니다.

결론 :
AI 인프라 수요와 펀더멘털 자체가 훼손된 것은 아닙니다.
하지만 시장은 이제 ‘미국 정부가 대중 반도체 통제를 위해 엔비디아 CEO의 거버넌스 리스크까지 무기화하기 시작했다’는 거대한 변화를 가격에 반영해야 합니다.

오늘 장, 노이즈에 휘둘리기보다 ‘누가 판을 흔들고 있는지’를 봐야 할 때입니다.

#엔비디아 #젠슨황 #반도체 #미국주식 #주식투자 #AI

[Jukan @jukan05]

Taiwanese semiconductor analyst Andrew Lu’s take on the recent scandal involving Jensen Huang:

Why the US Seized on the Scandal to Draw Its Sword: Three Strategic Objectives

The purpose of this scandal is by no means to expose an affair. It is to force through three critical objectives that had made no headway in the tech war between the US and China because Jensen Huang opposed them.

The first cut: Completely destroy the legitimacy of Jensen Huang's lobbying against sanctions in Washington

Over the past two years, the loudest and most influential business leader in Silicon Valley opposing a total ban on chip exports to China has been Jensen Huang. He has told the White House the same thing all along: "Cede the Chinese market to Huawei, and the only one that ends up dead is the American tech industry."

But the moment US intelligence labels the woman named as Huang's affair partner "a spy working for China's Ministry of State Security who sought to steer the US toward easing its chip controls," every bit of lobbying he has done for looser controls takes on an entirely different political meaning. It becomes a national security matter, raising the possibility that a foreign spy used a secret relationship to exert influence.

Huang can no longer say a single word in defense of the Chinese market before Congress or the White House. If he does, he will be branded as someone who "fell for an intelligence operation and still hasn't come to his senses."

The second cut: Reverse the H200 export approvals for China and sever the link between Chinese shell companies and Southeast Asian smuggling networks

Look at the timing of the two reports.

On November 8, the very day the Jensen Huang scandal broke, The New York Times published an investigation for which its reporters went in person to dozens of Chinese companies that the US Commerce Department had approved to handle Nvidia's H200 chips. New Matrix in Beijing was one of them. According to the report, the registered addresses of companies approved to buy the chips turned out to be empty "ghost offices," and some of the companies had close ties to entities on US sanctions lists and to firms under contract with the Chinese military.

One exposé says Nvidia's CEO was having an affair with a female spy from Megaspeed, the Singapore company that handled the chip smuggling. The other says the Chinese companies Commerce approved to buy H200s are nothing but shell companies trading on behalf of the Chinese military. The aim of these two reports is clear. They are meant to pressure the Trump administration and the Commerce Department into fully revoking or freezing H200 export approvals for China and, going further, to force a sweeping overhaul of the loophole that let chips be diverted through data centers run by third parties in Singapore and elsewhere in Southeast Asia.

The third cut: Put Nvidia on a national security leash through congressional oversight and an independent investigation

As the world's largest company by market cap and the dominant force in AI, Nvidia has until now enjoyed broad autonomy in how it runs its business. But in the wake of this incident, the three congressional committees responsible for China, foreign affairs, and intelligence have begun examining Nvidia's internal security measures directly. They have even pressured Nvidia's board into forming an independent investigation committee to look into the company's own founder and CEO.

In effect, Washington's national security establishment has planted a watchdog right inside Nvidia's board. From now on, the goal is to make sure that everything, down to where each and every one of Nvidia's high performance chips ends up, conforms strictly to US national security strategy. It also means there is no more room for skirting the edge of the rules or releasing chips with specs specially tailored to regulatory thresholds.

Conclusion

"The scandal was a detonator set off right on cue. The real goal was to plug the holes chips were leaking through."

Jensen Huang made the fatal mistake of letting his guard down in his private life and personal relationships. In the end, he fell into a honey trap, the textbook tactic of intelligence warfare, and was compromised. America's national security and intelligence agencies ruthlessly exploited the weakness his private life had exposed. As a result, they solved three thorny problems in a single stroke: Nvidia's lobbying at the White House to ease restrictions on China, the flow of H200 chips into Chinese shell companies, and smuggling routed through Singapore.

The closed congressional hearing set for November 18 will be the decisive turning point at which the US moves in earnest to tighten its sanctions on China's AI compute even further.

[Blue sky @ChadZhang23940]

@StratiumX @WatcherGuru warrent buffet?

[Blue sky @ChadZhang23940]

@PeteHegseth @StephenM @DeptofWar @KatieMiller @JennyHegseth @DOWResponse fck ou, what a fcking coward. if ypu were in China, you would have been locked behind the bar for fcking corruption

[Blue sky @ChadZhang23940]

@JamieBonkiewicz not Nazi piece of shit, it us indded Jew rat piece of shit. Nazi did right thing to hve a precise surgery to take iut the tumor cancer from human body.

[Blue sky @ChadZhang23940]

@StephenM fck you Jew rat. he saved Jew's ass