김오지

[김오지 @gimozi1122]

@oldstocky we definitely need deepfake version

[总有呆毛想害朕 @mt5all]

很奇怪的一件事

Anthropic 封死了蒸馏大门以后

中国的所有大模型直接举步维艰

Kimi k3.1 pro发版100天毫无技术飞跃

Deepseek 到现在也交不出合格的pro 版

GLM 5.3惊艳以后3个月都还是白卷

而通义千问Qwen 4 Max表现也远低预期

国内大厂最近的动作肉眼可见的变慢了

国产大模型究竟是遇到了瓶颈

还是因为别人卡脖子了

[CNBC @CNBC]

Cantor Fitzgerald’s reported Nvidia share count fell by nearly half between September 2025 and March 2026, a CNBC analysis found.

That was the period when Axios reported Commerce Secretary Howard Lutnick faced pressure from administration officials to address suspected smuggling of Nvidia’s advanced AI chips to China.

The Wall Street firm, which Lutnick formerly chaired and is now run by his sons, maintained extensive commercial ties to Nvidia, helping arrange billions of dollars in financing for companies in its AI business universe and repeatedly hosting its top executives.

Read the full story: https://t.co/orMstEJJVH

[charles Xiong @charles12388]

輝達董事會以為把老黃祭天就能結案？美國財政部長 Scott Bessent 剛直接掀桌：想得美。

​Bessent 把話挑明了。外面還在吃老黃私生活八卦的瓜，但他點出真正的深水區：輝達到底有沒有查核過自己的大客戶？

​Megaspeed 直接砸了超過 40 億美元狂掃 AI 晶片，躍升成輝達最大客戶之一。這種明眼人一看就知道是過水的空殼公司，輝達難道連最基本的防漏機制都沒做？外界早就懷疑這批貨全被運進了中國。

​華盛頓現在的態度鐵了心：「一寸都不能讓給中國！」Bessent 踩死底線，這把火必須燒向整個輝達內部，任何經手這筆大單、閉眼放行的人，全都要被追究責任。

​拿創始人當替死鬼就想斷尾求生，董事會這算盤徹底打錯了。

[김오지 @gimozi1122]

@KeyTryer I wonder how did Mike Judge's portfolio perform. Every sector that they dealt with blow up.

[Will Ripley @willripleyCNN]

I spoke w/ fmr CIA analyst & Taiwan Intel dir. Their main theory: Alice Huang may not have been a trained spy but could have been recruited by China’s Ministry of State Security to exploit her access to Jensen/NVIDIA. Refusal may have been nearly impossible under Ch nat sec laws.

[Milk Road AI @MilkRoadAI]

The NVIDIA scandal just took another massive turn, and now DeepSeek is getting dragged into the whole mess.

According to The Information, companies linked to Alice Huang, the former Megaspeed executive suspected by U.S. intelligence of having ties to China, reportedly participated in DeepSeek’s nearly $16 billion funding round, with Nvidia GPUs reportedly part of the arrangement.

And this is where things get particularly interesting. Alice Huang was allegedly involved in a network of companies operating across China, Singapore, and Malaysia that helped Chinese firms gain access to Nvidia’s advanced AI chips despite U.S. export restrictions.

The Information previously reported that her connections helped facilitate more than $7.5 billion worth of Nvidia chip shipments to China, involving roughly 240,000 GPUs, including H100s and H200s.

Now we’re learning that companies connected to this same network may have also helped finance DeepSeek, one of the biggest Chinese competitors to American AI companies.

The bigger concern here is that U.S. technology restrictions may have been far less effective than Washington believed. While the U.S. was trying to limit China’s access to advanced computing power, Chinese companies were allegedly using overseas intermediaries to secure the very chips needed to compete with American AI labs.

And with Jensen Huang now out as NVIDIA’s CEO, this could bring even more scrutiny from Washington over how Nvidia’s chips were being distributed and who ultimately had access to them.

The allegations surrounding Alice Huang have not been proven, but I think we’re going to be hearing a lot more about this story over the coming days.

[Kashyap Sriram @kashyap286]

By orchestrating his exit a week before earnings, Jensen Huang has avoided lying on the SOX certification, which carries criminal penalties.

In 90 days, he can dump his entire $NVDA stake without filing Form 144 and retire a rich man. This is important because he gets to sell everything BEFORE the external auditor raises red flags in the 10-K.

Michael de Guzman had to throw himself out of a helicopter to escape the Bre-X scandal.

Jensen merely had to pretend to get caught in a sex scandal. Credit where it's due. This was brilliantly planned and executed.

[lidang 立党 （劝人卖房/学CS/买SP500/纳100/OpenAI/Anthrop第一人） @lidangzzz]

blackwell series总共卖了300万块，至少100万块在中国，或者通过新加坡、迪拜、马来西亚流向中国，或者在当地租给中国。

也就是说，nvidia大概blackwell这个档次的GPU的全部销量的1/3，是靠中国这六七家大模型厂商支撑的。

根本不是多赚几个钱的事儿，如果彻底禁售，nvidia销量就要掉一大截了。

任何人都知道，中国不是一家头部大模型厂商，阿里、deepseek、智谱、moonshot、minimax、stepfun、小米、快手、腾讯混元，每个人都完全依赖nvndia GPU做training和inference，而且个个都是几亿十几亿的LLM API营收。

这绝对不是一个小数字，只不过之前几乎压根没人知道他们是怎么搞到这些算力的。

[김오지 @gimozi1122]

@Alisvolatprop12 그리고 젠슨식으로 방탕하게 마구잡이로 ai인프라 회사들에 대출해주던 것도 줄 것이고요. 새로 취임한 cfo가 이 사안으로 젠슨과 척 진적이 많다고 합니다.

[김오지 @gimozi1122]

@Alisvolatprop12 프론티어 모델 개발 규제해야한다 앞장서던 아모데이랑 알트먼 뜻대로 오픈모델들 사다리 걷어차는 규제까지 들어갈 확률도 더 높아져서 전체토큰량 수요가 기존 전망치보다 줄어들겠죠. 이둘의 수익성이 좋아야하기 때문에 칩들도 commoditize 해서 비용도 낮추려고 할테고요

[김오지 @gimozi1122]

@Guikodesu 엔비디아는 의도적으로 밀수 채널들을 확보하며 화계 장부 조작까지 해서 수십억달러 어치 칩을 중국에 밀수하였고 트럼프 행정부도 그간 눈감아준게 원래라면 여러사람이 감옥에 가야 마땅하다. 더 이상 사태가 커지기 전에 엔비디아에서는 젠슨황 행정부에서는 상무부 장관인Lutnick을조용히사임할것

[김오지 @gimozi1122]

@Guikodesu 💯. 트럼프가 gpu 수출 물량을 조절하였고 중국은 희토류 수출을 조절하며 서로 무역 신경전을 겨뤘다.
여기에 추가로 엔트로픽과 오픈ai의 ipo를 앞두고 이들의 모델이 중국 오픈모델 상대로 별다른 해자가 없어 이둘의 성장이 둔화하지 않기 위해 엄격하게 칩수출을 통제하기로 기조를 바꾼 것.

[김오지 @gimozi1122]

@BBond70313 @ginamilan_ meetings together even after the export controls.

[김오지 @gimozi1122]

@BBond70313 @ginamilan_ This exactly backs up Jensen and nvidia deliberately ochestrated the smuggling and Alice Huang was just an individual pawn that was chosen by Jensen to make money working for them you dumbfuck. Do you know who introduced Jensen Megaspeed? It's alibaba and those three kept held

[김오지 @gimozi1122]

@BBond70313 @ginamilan_ https://t.co/DhbYxWh355

[Culper @CulperResearch]

11) In March 2026, the DoJ indicted three individuals tied to Supermicro (SMCI), including co-founder Wally Liaw, for allegedly smuggling $2.5B of $NVDA servers to China via "Company-1." Bloomberg has since reported "Company-1" is OBON Corp. We agree, but there's more...

[김오지 @gimozi1122]

@BBond70313 @ginamilan_ https://t.co/IPl7OGzage

[Global Markets Investor @GlobalMktObserv]

Nvidia's chip accounting is MISSING BILLIONS of US Dollars:

Nvidia's inventory tabulations provided to US authorities undercounted chip sales to Megaspeed through hardware partners by 50,000 units, worth billions of US Dollars, according to trade records analyzed by Bloomberg.

Nvidia had previously reported inspecting 12 facilities operated by 8 companies across three Southeast Asian countries and declared that all chips were accounted for.

After Bloomberg questioned the discrepancy, Nvidia said it had checked additional Megaspeed warehouses containing the missing hardware, but declined to disclose exactly how many chips it found.

Further discrepancies emerged when 2 of the 8 data-center operators Nvidia claimed to have inspected told Bloomberg they had never housed Megaspeed's hardware.

Meanwhile, Nvidia's general counsel contacted the Commerce Department about the investigation, after which BIS staff faced unusual restrictions on communications involving Megaspeed.

In late 2025, the Justice Department subsequently requested that BIS pause its investigation.

Despite the unresolved discrepancies, Megaspeed remains an official Nvidia Cloud Partner, a designation Nvidia generally withdraws when companies stop doing business with it.

Nvidia's inventory checks leave billions of dollars in questions unanswered.