Vald

i am

[Vald @valdegold]

@simonbetrader @KobeissiLetter A number of specialized resources (including Emergent) claim that Moonshot AI has already signed long‑term contracts with providers in Germany and the Netherlands for several thousand GPUs GB200/300.

How will China’s hawks comment on this? Is it also “Jensen’s hand”?

[Vald @valdegold]

@simonbetrader @KobeissiLetter Ahhaha, bruh

[Vald @valdegold]

@Kalshi A number of specialized resources (including Emergent) claim that Moonshot AI has already signed long‑term contracts with providers in Germany and the Netherlands for several thousand GPUs GB200/300.

How will China’s hawks comment on this? Is it also “Jensen’s hand”?

[Vald @valdegold]

@stocktalkweekly A number of specialized resources (including Emergent) claim that Moonshot AI has already signed long‑term contracts with providers in Germany and the Netherlands for several thousand GPUs GB200/300.

How will China’s hawks comment on this? Is it also “Jensen’s hand”??????

[Vald @valdegold]

@KobeissiLetter A number of specialized resources (including Emergent) claim that Moonshot AI has already signed long‑term contracts with providers in Germany and the Netherlands for several thousand GPUs GB200/300.

How will China’s hawks comment on this? Is it also “Jensen’s hand”?

[Vald @valdegold]

@wallstengine A number of specialized resources (including Emergent) claim that Moonshot AI has already signed long‑term contracts with providers in Germany and the Netherlands for several thousand GPUs GB200/300.

How will China’s hawks comment on this? Is it also “Jensen’s hand”?

[Vald @valdegold]

According to CNBC, as of November 5, 2026, after closing loopholes and strengthening control in East Asia, Moonshot AI began seeking access to NVIDIA Blackwell clusters via data centers in Europe.

[Vald @valdegold]

A number of specialized resources (including Emergent) claim that Moonshot AI has already signed long‑term contracts with providers in Germany and the Netherlands for several thousand GPUs GB200/300.

How will China’s hawks comment on this? Is it also “Jensen’s hand”?
#Nvidia

[Vald @valdegold]

@Pirat_Nation According to CNBC, as of November 5, 2026, after closing loopholes and strengthening control in East Asia, Moonshot AI began seeking access to NVIDIA Blackwell clusters via data centers in Europe.
Are you suggesting that European countries should be blamed too?

[Vald @valdegold]

@Pirat_Nation They were rented in Asian countries. This is legal.

The findings also echo earlier statements by U.S. officials. White House technology adviser Michael Kratsios has said Moonshot AI may have obtained GB300 computing power in Thailand for use in Kimi K3.

[Vald @valdegold]

@songpinganq @BullTheoryio I’ve been writing about this for a few days. But it seems that someone really doesn’t want this to be known.

[Vald @valdegold]

@KimChiSpicey Brother, if this is true, it will be against him!

[Vald @valdegold]

@KimChiSpicey Source pls!!!!

[Vald @valdegold]

@kimmonismus Don’t disseminate this stupid rumor with purpose of deterring Bring Jensen Back.

[Vald @valdegold]

@YLatynina Журналист, что первым написал статью о "шампиньонах", заявил, что он вообще получил эту информацию от лица из техн��логического сектора. Самый ярый антикитайский интересант в этом вопросе - Anthropic. Ген.дир которого за пару месяцев плакался о запрете продажи h200.

[Vald @valdegold]

@YLatynina Так она не шпи��нка, генеральный прокурор заявил, что он ничего не знает ни о каких шпионах, а другие источники заявили, что Рубио перписал меморандум под свою более жесткую формулировку.

[Vald @valdegold]

@YLatynina Разумеется то, что они не сообщили хуангу о подозрениях - это преступление.

[Kevin Bass @kevinnbass]

I've been combing forensically through the media reporting on the Jensen Huang debacle, and I'm shocked.

- New York Times directly claimed at least 11 times that Alice Huang was a Chinese spy.
- The Times is walking this claim back after U.S. intelligence would not corroborate it.
- If real, whoever handed over the alleged intelligence to the Times potentially violated the Espionage Act, unless authorized to do so.
- If Trump authorized it, why did he?
- If Trump did not authorize it, why did the official violate the Espionage Act -- potentially prosecutable as a felony?
- Who was the official who leaked the classified intelligence?
- Was it Rubio, who authored the memo on the original CIA brief, or was it someone else?
- Jensen Huang's apology for being unfaithful does not name Alice Huang, or anyone else.
- The media's characterization of Jensen Huang's relationship with Alice Huang as being romantic is also based on anonymous intelligence, but is not established as fact.
- Wall Street Journal fabricated a claim that Singapore investigated Alice Huang for espionage, when Singapore actually investigated her for false claims; WSJ still has not retracted its false reporting.

Thus:

- Jensen Huang may have had an extramarital affair with Alice Huang, or he may not have.
- Alice Huang may be a Chinese intelligence asset, or she may not have been.
- According to third-hand accounts of the intelligence briefs, the U.S. government suspected that Alice Huang may be a Chinese asset for well more than a year.
- Yet, according to Trump's account, Jensen Huang had never been informed.
- Jensen Huang, therefore, is apparently being held accountable for an extramarital affair that he may not have had, with a woman who may not have been an intelligence asset, who he had never been told was or was not such an asset.
- This is nonsensical. How, after all, can he be held accountable for an affair with a Chinese intelligence asset (who might not actually be a Chinese intelligence asset) that the U.S. government knew about -- but did not warn him about?
- Is not the accountable party the U.S. government official who failed to warn him?

Or is he being held accountable for that affair?

- Remember, Jensen Huang acknowledged that he had been unfaithful, but not with whom.
- Is he being held accountable for another affair?
- Unnamed sources also mention an affair with a direct subordinate Kimberly Powell.
- This affair is again unconfirmed.
- A romantic relationship with a subordinate violates company policy.
- But the board actually has discretion about how to handle this. They could slap him on the wrist, impose some disciplinary regime, therapy, etc.
- But they didn't. So to say that they were obligated to remove him is not correct.
- We know that some members of the board were helicoptered in from Wall Street just 6 months before the ouster.
- What role did they play?
- Was the takeover by the board being planned far in advance of the reporting?

So they chose to remove him. Or did they?

- Jensen Huang resigned.
- This is not the same as the resignation being voluntary.
- What are the circumstances of his resignation?
- Was he forced to resign, or did he do so from exhaustion, or to protect his company?
- Furthermore, what was the flash point? Was it for the extramarital affair that may not have been one, with the Chinese intelligence asset, who may have not been an asset, that U.S. intelligence knew about but did not warn him about? Or was it about the affair with the subordinate that the board had discretion over?
- We do not know the answers to any of these questions.

- Unnamed sources, reported by Reuters, implicated a second Nvidia employee extramarital, also unconfirmed.
- Which affairs are real? Which are mere hearsay?
- How did this play into deliberations?

- The media continues unabated character attacks on Jensen Huang.
- Yet we also know that, for all the dirt that they try to dig up, most of it has remarkably little substance.
- Alice Huang may have smuggled some state-of-the-art (banned) chips into China.
- What did Jensen Huang know about this? We don't know that yet.
- If these chips were smuggled, objectively, these chips are still a drop in the bucket compared to the overwhelming compute advantage that the United States has over China.

Overall, the story is actually extremely thin, and we know remarkably less than the media implies.

And, in my opinion, that is the story itself: a full-on media assault on Jensen Huang in the court of public opinion, on the basis of remarkably little substance.

This reveals more about the media than it does about Jensen Huang. They want him gone.

But why? And how does this relate to the motives of the U.S. government official who leaked the Rubio memo about Alice Huang?

We also know:

One of the first reporters involved at the FT says that she was tipped off to this story by someone in the tech industry.

We have many more questions than answers.

Personally, and my opinion at this point is clearly partisan, but I smell a room full of rats.

[Vald @valdegold]

Another brainwashed propagandist who uses the term “spy.” The Attorney General stated that he knows nothing about any spies. How they ignore official statements and believe the nonsense from the WSJ. Phenomenal.

#Nvidia

[BrooklynDad_Defiant!��️ @mmpadellan]

I don't feel like we talk enough about the fact that trump was briefed that the NVIDIA CEO was banging a Chinese spy, and he decided it wasn't worth acting on.

The guy. With. The. Biggest. AI. Company. Had. A. Chinese. Spy. Mistress.

That's a dereliction of duty.

[Vald @valdegold]

Wow!

[Kim Chi @KimChiSpicey]

Jack Clark, Anthropic Cofounder and Head of Policy, went to Congress multiple times in the past year begging for tighter chip export controls with China… the opposite of what Jensen was advocating for.

“We strongly recommend that Congress take steps to strengthen export controls on computational resources and implement appropriate export restrictions on certain model weights.”

Jack also pushes for the government to integrate Claude Gov into EVERY federal agency: “the Executive Branch and Congress should systematically identify every instance where federal employees process text, images, audio, or video data, and augment these workflows with appropriate AI systems.”

What’s ironic is that the safest approach would actually be the government self-hosting their own open source models without ceding critical federal data and controls to a single external private company.

https://t.co/KGxNBzvcl6