Can u imagine how barbaric have we become to shoot people point blank #techmahindra executive #pradeepsinghdhankar – at Noida, India
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#Geopotics – at Noida, India
THINK ABOUT IT.
- Bill Gates had lots of illicit girlfriends—no problem.
- Elon Musk has multiple children with multiple women—no problem.
- Dario Amodei dated a Chinese woman, Jade Wang, before marrying Cami Clark, who pitched a pornography business to none other than Jeffrey Epstein—no problem.
- But Jensen Huang commits old-fashioned infidelity—and this is such a big problem that he has to resign?
Doesn’t make sense.
Here’s the real story.
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CHAPTER ONE: BIDEN’S CHIP WAR
Jensen Huang of Nvidia was puzzled. It was 2022, and his video-graphics processors had become globally popular as the heart of high-end computing across the planet.
But that autumn, Biden violated the World Trade Organization’s most fundamental principles. He ordered the world’s makers of advanced semiconductor chips and chipmaking equipment (in the Netherlands, Taiwan and Japan) to stop sales to China.
Biden’s administration implied that the chips were for China’s military gear, but this was a lie. The US’s own security establishment admitted that 99.9 per cent were used for civilian purposes, like medical technology and AI computing.
Huang was dismayed. He could no longer sell Nvidia’s A100 and H100 to China.
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CHAPTER TWO: SOLVING A PROBLEM
Jensen Huang was a problem-solver. In February of 2024, Nvidia launched the H20, a made-for-China AI chip less powerful than its US-only top model.
That way he could keep the US government happy but also have something to sell to the Chinese.
Not everyone in the US was happy about this, and export rules fluctuated.
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CHAPTER THREE: THE DEEPSEEK MOMENT
In January 2025, a nerdy young man from the Chinese finance industry announced that his firm Deepseek had quickly and cheaply created a high-efficiency open-weight AI.
The implication was huge: the Chinese were finding ways to develop top level AI functionality without massive clusters of top-tier Nvidia GPUs.
Jensen Huang knew he had to respond urgently to keep his place in the China market. He flew to meet trade officials in Beijing in the middle of April and vowed to make "every effort" to serve the Chinese.
The US anti-China hawks had been quietly mobilizing—and made an announcement. In April of 2025, the US banned all export of Jensen Huang’s H20s to China.
Unbelievable! The Nvidia CEO was furious. "Anybody who thought that one chess move to ban China from H20s would cut off their AI ability is deeply uninformed," Huang told an interviewer at a trade meeting in Taipei.
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CHAPTER FOUR: HUANG’S SPECIAL SKILL
Then came some rare good news. The Nvidia CEO started lobbying Trump behind the scenes. Huang was a master negotiator – and his efforts proved successful.
In the middle of July, 2025, Huang was back in China—his third trip in 12 months.
Huang appeared without his signature black leather jacket. Instead, he wore a traditional Chinese tang suit, and made some of his speech in Mandarin.
Washington had cleared the way for Nvidia to export the H20 to China, he said. We’re back!
Trump had demanded a cash cut of H20 sales in return for approving the exports—US government policy appeared to be literally for sale.
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CHAPTER FIVE: SPOOKS WERE NOT HAPPY
Huang was moving chips to China again, and the anti-China hawks in the US government were unhappy—and so were the spooks.
There’s a widespread tendency to visualize the US intelligence community as right-leaning hard men, Trumpites in black suits.
This was the opposite of the truth. The CIA leadership greatly preferred the simple, blanket negativity towards “the enemy” characteristic of the Democratic Party. With Russians, Chinese, and North Koreans portrayed as cartoon villains, black ops were justifiable.
But for all his bluster, Trump had a propensity towards treating the leaders of Russia, China and even North Korea, as actual humans who could be negotiated with.
This transactional approach was enormously problematic for the CIA, which needed cartoon villains to justify their annual budget of more than US$15 billion.
And Trump’s habit of parachuting unsuitable new leaders in to command the intelligence community—such as the widely disliked Mike Pompeo—crystalized the negativity, as CIA chroniclers have written.
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CHAPTER SIX: A TWIST IN THE TALE
Jensen Huang’s celebrations were short-lived. In an unexpected twist, China in September 2025 said it did not want Nvidia chips and would no longer buy them.
- US$15 billion in sales projections vanished.
- Nvidia had to write off a reported $5.5 billion in inventory losses.
- The company had now completely lost access to China's AI market, estimated at US$50 billion.
- And hard evidence was emerging that Chinese companies were building alternatives even for CUDA (a unique element in Nvidia chips).
Huang wanted more positivity from the US. Nvidia was a US firm, and it went from having a 95% market share in China to 0%. “I can’t imagine any policymaker thinking that that’s a good idea,” he told reporters.
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CHAPTER SEVEN: AGAIN, HE SOLVES THE PROBLEM
But Huang’s extraordinary skill in dealing with Trump paid off again, and by mid-2026, the Nvidia business found a complex equilibrium had emerged in its China business.
Huang had (in December 2025) persuaded the US President to allow Nvidia to sell even the high-powered H200 chip to China, as long as the US government got 25% of the take. So a range of Nvidia chips could again be sold in China.
- Other Nvidia chips were arriving in China via the black market.
- There were suspicions that companies in Singapore and Malaysia, such as Megaspeed, were flouting export restrictions, also delivering chips.
- Some Nvidia chips were stuck in Hong Kong, trapped by the confusing, ever-changing rules, but were expected to be released eventually.
- On the downside (from Huang’s point of view), new China-origin chips, notably Huawei’s Ascend 950, were catching up with advanced capabilities that mimicked those of Nvidia.
In short, China was back in the game.
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CHAPTER EIGHT: TAKING HIM DOWN
Something had to be done. China had to be dealt with. But first, Huang had to be taken down.
The US anti-China hawks saw Huang’s success in making deals with Trump as a key part of the problem. It was an element which had to be surgically removed.
The CIA and their partners in the western mainstream media sprang into action.
In October 2026, the US intelligence community told New York Times reporters that there were suspicions that Huang’s mistress, Alice Huang Le, was a Chinese spy.
It provided no evidence.
The allegation was plainly ridiculous—the flow of legitimate and illegitimate chips across the border was no secret, and the idea that discussions about the detailed minutiae of nano-level semiconductor engineering could be exchanged during pillow talk was ridiculous, even comedic.
But when the US intelligence community and the mainstream media join forces, they’re virtually invincible.
At this moment in the process, the complicit media are playing its role. A typical headline was that in the Economist yesterday:
“Jensen Huang must resign.”
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EPILOGUE
Jensen Huang resigned.
Trump has been weakened.
The world’s public has been fooled with the “honeypot” story.
China’s Huawei is pressing ahead—with new, powerful versions of its Ascend chips slated to come out in 2027 and 2028.
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Harish Sachdeva retweeted
Replying to @ANI
In last 20 years the product development standards have gone up tremendously accross the board and ,to my understanding quality control systems in manufacturing sector have raised the bar and thus difference in quality between brands and non brands has dimished to justify the selling price differential of 20X of brands compared to non brands 2.6 to 3 on cost of goods . I do not see brands being able to justify such differential s in selling prices as cost of goods differentials become minimised .This actually means that mid price brands may have a justification to raise prices a bit but that depends on many factors since new ways of marketing techniques are adding to costs of non brands and they struggle to maintain their quality and profitability accross the board .
#SIR is going to cause many problems for the govt in days to come since it is ill executed excercise and while govt makes amends it will have to act fast to do damage control . Rhetoric won't work here . – at New Delhi, India
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Here is the truth . – at New Delhi, India
Replying to @JensenHuang
@JensenHuang
"A man rises to conquer the world ,and then, he falls between the thighs of a woman "Bible stories
@nvidia
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Harish Sachdeva retweeted
Replying to @JensenHuang
@JensenHuang
"A man rises to conquer the world ,and then, he falls between the thighs of a woman "Bible stories
@nvidia
Harish Sachdeva retweeted
全网都在关心老黄到底睡了几个,但真正让华尔街后背发凉的,根本不是裤裆里那点事,而是这起黑天鹅撕开的三个残酷真相:$NVDA
第一个真相:为什么董事会敢在96小时内,把硅谷唯一的“造物主”扫地出门?
很多人想不通:老黄一手创办英伟达33年,把一家做显卡的小作坊干成万亿帝国,怎么说踢就踢? 去翻一下英伟达的公司章程就懂了——老黄死在了自己的“现代企业美德”上。
英伟达没有AB股(双重股权结构),黄仁勋手里只有个位数百分比的股份和投票权。按章程,董事会11名董事,只要6个人举手,就能直接罢免CEO,甚至不需要任何理由。
对比一下隔壁Meta:扎克伯格死死攥着超级投票权,同样的丑闻如果发生在小扎身上,董事会连他的皮毛都动不了。
创始人不设AB股,顺风顺水时叫“治理透明的美德”,一旦出事,就是被人一剑封喉的“命门”。 11月8日董事会还在喊“完全信任”,4天后直接6票过半斩草除根,连董事席位都没给他留。
第二个真相:老黄出局,最先断粮的可能是国内的AI算力。
很多人还在猜谁接班(顺便辟个谣:昨天疯传的Jay Puri今年6月就退休了,连8-K文件都没有的假消息别再传了),但对中文圈来说,真正致命的暗雷在华盛顿。
过去几年,顶着巨大的政治压力在华盛顿来回游说、替对华芯片销售撕开裂缝的,主要就是黄仁勋本人。
现在他倒了,国会正在借题发挥,推动在今年的《国防授权法案》(NDAA)里塞进一批极其严苛的先进AI芯片出口限制条款。
老黄留下的这个游说真空,临时顶上的CFO克雷斯补不上,未来的新CEO更不敢碰。我的个人判断:在国安调查的阴影下,英伟达对华特供芯片的窗口,大概率要彻底焊死了。
第三个真相:英伟达正在滑向“2018年的英特尔时刻”。
过去十年,美股有两家巨头因为CEO职场私生活换帅,结局天差地别:
▪️ 2019年麦当劳赶走Easterbrook,股价照样涨——因为卖汉堡不需要技术信仰,谁当CEO都能转;
▪️ 2018年英特尔赶走Krzanich,让CFO临时接盘,结果技术路线一路崩盘,直接错失整个移动与AI时代。
不幸的是,英伟达是比英特尔更极端的“技术独裁”公司。
5天后(11月17日)就是Q3财报夜,这是没有黄仁勋的第一个夜晚。纯财务出身的克雷斯要独自面对华尔街的拷问:
董事会什么时候能选出懂技术的掌舵人?
失去灵魂人物后,下季度指引会不会下调?
微软、Meta这些超级大客户有没有动摇?
有人问老黄会不会像1997年的乔布斯、或者去年的奥特曼一样杀回来?
别做梦了。
哪怕路透社说绝大多数员工盼他留任,哪怕他还是第四大股东,但这次背着国家安全相关的调查,性质已经彻底变了。
皮衣封存,那个一人决定全球算力走向的时代,真的结束了。 11月17日的财报夜,大家系好安全带。
Billions of Euros goods,monuments and properties are vandalised and burnt and stolen . I am aghast at the damage done in #FranceRiots .
Can't imagine something so bad happening in our own country .How is it even possible for radicalised people with ultra leftist agenda .
Govt must take charge and not accept such ridiculous behaviour and get properties damaged or looted god forbid . We can't let our country take examples of such anarchist movements define our democractic rights and privileges . – at Noida, India
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Indias ambitions of being an industrial economy is a plan which is work in progress .
it's aspirations not withstanding go through a long stable border with its neighbours and internal balance of powers in centre and in states .
Indian vision is somewhat similar however to my mind excessive control of govt machinary and polarisation of communities act against a unified country dream of being a democracy for all .
It's important that govt must speak to it's diaspora and make amends where ever necessary .
It's vital that 140 crore Indians feel comfortable to accept govts vision through proper communication and action .
My personal opinion is that domestic entrepreneurs must be encouraged to invest more in our country and women must be more empowered in management of country and their work sphere including managing households efficiently .
Logistics need improvement ,transportation of last mile connectivity is a big challenge and overall industrial atmosphere has to be without fear and favour .
World has many geopolitical challenges and that will not become absolutely correct but India must work silently and without too much ado .
Electrol engineering must be fair and transparent to take everyone along without prejudice .
@Ignis_Rex – at Noida, India
While #sensex is taking cues from the #bondmarket and also #dowjonesindex it's wild gyrations is causing indian investors to be sitting ducks not able to move much and keep their portfolios deeper into red while FIIa make merry on taking the money out due to their muscle and data management and acting just in time .
To my understanding indian equities must be judged on their own merits and not just following blindly the trends causing such troughs in the market . – at New Delhi, India
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Harish Sachdeva retweeted
While @elonmusk is a phenomenal innovator and entrepreneur this tweet is in extremely poor taste. To suggest that India is controlled by one industrialist is both absurd and deeply disrespectful. India is a lively, vibrant democracy with a transparent economy and strong institutions.
The United States has consistently protected its own economic and national security interests. Electric vehicles face 100% tariffs, effectively keeping companies like BYD out of the US passenger car market. There are stringent restrictions on telecom equipments on national security grounds. The FCC is now proposing to bar testing laboratories in several countries from certifying electronic devices for the US market.
If the United States can legitimately protect its national security, why should India be denied the same sovereign right?
India welcomes innovation, investment and fair competition. But no global corporation, however influential, can expect India to compromise its national interests or dictate its policies.
What is considered national security in America cannot suddenly become protectionism in India. @PMOIndia @narendramodi @JM_Scindia
Dear Prime Minister Ambani,
Please accept my humble apologies for not realizing that you are the real boss of India.
Naturally, you would prefer to maintain your monopolistic exploitation of the great people of India, but would you nonetheless consider allowing Starlink to compete?
There are many areas of India, as there are in all countries, with no Internet access, which denies children the opportunity for education and for small businesses the opportunity to sell their goods to a global market. Starlink would change their lives for the better.
Thank you 🙏
I am pained at @elonmusk calling Ambani as the prime minister of India .I think this is is mischievous and irresponsible statement @narendramodi – at New Delhi, India
Any country will envy the intellectual and demographic ability of India and its futuristic abitions ( rightfully so ) which are second to none .
Yet india must be on guard to secure it's ambition and work harder to achieve its economic ambitions since it has huge population to feed and also must involve all diaspora of its different caste creed and religions .
Many countries outside India are involved in continuous conspiracies against India but indian govt must also ensure to treat its own people without fear and favour since we are a democracy and therefore it's not an easy work to do esp as india is a democracy and not a autocratic communist regime.
India must find its own path but that must go with and through it's diaspora and this is challenging but not impossible since we are a 5000 year old civilisation and surely good sense prevails amongst most Indians to steer their destiny .
@PTI_News @timesofindia @IndiaToday @IndianExpress
@ndtv – at Noida, India
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#DonaldTrump is not India's friend . He is jealous of Indian intellect and this could be a very valid reason for trumps policies regarding the HI B visas for tech professionals .
Trump is bullying the Indian mind set and I urge govt to give special homecoming tax rebates to indian tech entrepreneurs who would want to come back and set up shops in india . I think the reverse brain drain is a very much possible to call a spade a spade – at Noida, India
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