Tim Culpan

Culpium || Award winning journalist. Ironman. Pilot. Chipwatcher. 中文, Java, , Python, C. Masters in CS. #NoMeatAthlete

[Tim Culpan @tculpan]

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@culpium
Independent. Unbiased. No fluff.

https://t.co/xbc1IIAfNP

[Tim Culpan @tculpan]

maybe there’ll be face-saving for Huang & Nvidia
Eg:
*Huang Agrees to Step Aside While the Board Investigates*

“It’s clear this investigation is distracting from Nvidia’s good work, so for the sake of the company ..”

[Tim Culpan @tculpan]

👀
Nvidia is Preparing to Oust CEO Jensen Huang

I didn’t see this coming.
I thought he at least had a few weeks.

[Rolfe Winkler @RolfeWinkler]

Scoopage from @RWhelanWSJ

[Aaron Back @AaronBack]

He was Taiwan's hero. Their modern identity, always hard to pin down, finally had a poster child. "But then. He slept with the enemy."

Nice piece Tim.

[Sophia Cai @SophiaCai99]

Last year, the Commerce Department halted its investigation into Megaspeed, and senior Commerce officials, including Jeffrey Kessler and Howard Lutnick, have rebuffed requests from junior staff to pursue the issue and to take on Nvidia.
https://t.co/1e0UNGesGr

[Tim Culpan @tculpan]

Just in:
Chip production is out of sync with the rest of the AI supply chain.

The October Culpium AI Supply Chain Index(CASCI) posted a significant slowdown in capacity expansion even as Upstream growth continues at a record pace

Exclusive to @Culpium

https://t.co/eI2Fr8qm79

[Sam Lyman @SamLyman33]

Fun fact: The woman pictured here credited the viral success of her campaign to the Party for Socialism and Liberation, a China proxy organization operating here in the United States.

PSL is the political arm of the Shanghai-based Neville Roy Singham, an avowed Marxist multimillionaire who has bankrolled anti-American, pro-CCP nonprofits to the tune of $278 million.

Singham’s political foot soldiers have been boots on the ground in dozens of anti-data center fights across the country. But striking down the $5 billion data center campus in Landover, MD, was by far their biggest scalp.

In the ongoing campaign against American AI, cui bono?

More than anyone, it’s our chief political adversary.

[Tim Culpan @tculpan]

@ryanwang No longer Terry.
It's Liu Young-wei

[Tim Culpan @tculpan]

Foxconn is holding its investor conference tomorrow.
Today it provided ground rules for the event.
Wonder whom they’re thinking of when they write this
🤣🤣

[Tim Culpan @tculpan]

3/
The tier-by-tier breakdown (the granular view) is for Culpium Premium members only. Culpium Executive members received the full report last night.

The best alpha-per-dollar in the market.

https://t.co/vIR00A0QoG

[Tim Culpan @tculpan]

With all the drama over Jensengate and chip exports, it’s easy to forget that the AI compute rollout continues. Companies are still developing and shipping massive AI servers.

To that end, the October CASCI report is set for released at 2000 tonight (Taipei).
1/

[Tim Culpan @tculpan]

2/ The Culpium AI Supply Chain Index (CASCI) is the first and only primary-data index tracking the AI compute build.

The tier-by-tier breakdown shows divergence among parts of the supply chain.

The Composite index (broad view) is free to all Culpium members.
cont..

[Peter Mattis @PLMattis]

It's pretty clear that there have been and will continue to be vicious fights within the administration over export controls.

As @tculpan is hinting at, the story here almost certainly involves (1) what was Jensen Huang's influence on export control policy (among other issues), and (2) to what extent did he and Commerce Department officials know that Nvidia chips were being purchased or otherwise diverted for PRC use.

The Huang-Huang story is just an underlying factor that tweaks the motivation element from selfish and commercial to adversary motivated.

The stakes are bigger than the salaciousness.

[Wen-Yee Lee @Wenyee_Lee]

This is a great piece by @tculpan. His deep understanding of Taiwan really gets to the heart of what Jensen means to the Taiwanese people. I haven’t seen any other foreign journalist capture this connection with such depth and nuance. Well worth a read!

[Tim Culpan @tculpan]

Many thanks @Gregory_C_Allen
I hope I can keep delivering news & insights that bring value to this story

[Gregory C. Allen @Gregory_C_Allen]

FYI - Tim Culpan is doing great journalism on this story for anyone not yet following him

[Javier Agüera @javimaker]

Read this one. Having been to Taiwan a gazillion times, I feel this one hits it on the nail.

[Tim Culpan @tculpan]

@BBCMarikoOi @billbirtles Thanks for the chat. An interesting conversation with @BBCMarikoOi & @billbirtles

[Tim Culpan @tculpan]

@content_grinder Who are you?

[Tim Culpan @tculpan]

@sav_britt 100% BS
Many reporters don’t lean on PR pitches or “strategically placed tips.” They get out into the world, talk to people, learn & write. And they can do all that without PR.
Good PR know this and are happy to be adjunct to the process.

[Tim Culpan @tculpan]

A heartfelt piece explaining what Jensen means to the people of his homeland.

I hope by reading this you’ll understand Jensengate from a very different perspective.

-paywall unlocked 🔓

https://t.co/Wb5nt6CKNW

[Tim Culpan @tculpan]

Here’s where I hope you’ll pay attention

https://t.co/uBaLvK4EBH