In btwn lives|Blunt w/ thoughts|Sharp tongue|Love Adele,James Blunt & Norah Jones & Metallica|Apple Cult|Admire Paul Coelho|Don't start cursing me|Nice guy LOL
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Joined November 2008
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This is the biggest irony of the whole Alice Huang / Nvidia saga: the Chinese government actually doesn't want Nvidia chips and is actively keeping them out of the country.
Last year it even ordered Alibaba and ByteDance to cancel their Nvidia orders (bloomberg.com/news/articles/โฆ) and sent customs teams to the ports to check every advanced chip coming in (ng.investing.com/news/stock-โฆ).
And right now 600,000 Nvidia H200s are stuck in Hong Kong because Beijing wonโt let them into the country (reuters.com/world/china/nvidโฆ)๐
Nvidia also explicitly frames this as a threat to its business in its latest annual report to the SEC: "The Chinese government has encouraged customers to purchase from our China-based competitors and discouraged customers from purchasing, importing, or using our data center products" (sec.gov/Archives/edgar/data/โฆ).
Why does China do that? Because every Nvidia chip a Chinese company buys is one that Huawei or Cambricon doesnโt sell, and domestic chips can only catch up if people actually buy them (which means money for R&D, etc.).
Which means that the notion that Chinese intelligence was running honeytraps to get more Nvidia chips into China gets the whole thing exactly backwards.
In fact, it looks like Megaspeed - Alice Huang's company - was a counter-reaction to official Chinese policy: a private sector workaround to these efforts by the Chinese government to curtail Nvidia.
As was widely reported - including by Western media - Megaspeed built data centers in Southeast Asia and rented their computing power to Alibaba, which the New York Times called "a backdoor way of getting access" to Nvidia chips (nytimes.com/2026/11/06/us/poโฆ).
That is a backdoor not only - allegedly - around Washingtonโs export controls, but also around China's own efforts to wean its companies off Nvidia.
I canโt believe the Chinese government was too thrilled about it: it'd make just about zero sense for it to run countless domestic measures to prevent Alibaba from using Nvidia chips, yet at the same time have its top spy agency help the same Alibaba get Nvidia chips through the back door in Southeast Asia ๐คท
At the end of the day, as with all such stories, you always need to look at "cui bono?": who benefits? Who benefitted is pretty clear:
- Nvidia itself: it's in the business of selling chips so a customer willing to spend billions of dollars on chips in Southeast Asia is a godsend. Again, as they themselves state in their SEC filings, not being able to tap into Chinese demand would have "a material and adverse impact on our business" (sec.gov/Archives/edgar/data/โฆ).
- Chinese companies like Alibaba: facts are, 1) Chinese chips haven't yet caught up, 2) Chinese chip companies' production capabilities are still limited and 3) Chinese tech firms' historical tech stack runs on Nvidiaโs CUDA ecosystem, and rewriting years of code for Huawei chips is painful. Renting Nvidia chips in Southeast Asia is the easy way to stay competitive and serve customer demand in the meantime.
- The US, according to core members of the Trump administration: back in July last year, US Commerce Secretary Howard Lutnick explained that the point of letting Nvidia sell more chips to China was to get Chinese developers "addicted to the American technology stack" (techradar.com/pro/china-coulโฆ).
Who does NOT benefit, according to official Chinese policy, is the Chinese state, which has made tech self-reliance one of its foremost priorities.
Which means that, to believe the spy story, you have to believe that a person - Alice Huang - was effectively a spy paid by her own government while simultaneously sabotaging its tech self-reliance drive, which it has spent years and trillions of dollars on - pretty senseless.
Stranger things have happened, I guess, but it doesn't pass the smell test.
And there is another absolutely major contradiction in the media story. According to a Financial Times article published yesterday (ft.com/content/3238d92b-4074โฆ), "a person who knows [Alice Huang] said they had been asked by MSS for information about her earlier this year after news emerged that Singapore was investigating the company in relation to chip-smuggling allegations. The agency wanted to find out more information about Huang, including the nature of her business and connections, the person said."
Which raises a damn obvious question: if she were indeed an MSS asset, why on earth would the MSS need to ask the people around her who she was and the nature of her business?
It's a complete contradiction with the spy story - but very much not a contradiction with what I described above: a private businesswoman running a workaround to Beijingโs own policy, which the Chinese security apparatus would naturally want to look into.
Especially since, around about the same time, Shanghai police detained her business partner, reportedly her husband, in a stock manipulation case (caixinglobal.com/2026-11-10/โฆ): also coherent with Chinese authorities looking into her network, and much harder to square with her being a prized MSS asset.
And, to top it all, there is - to this day - not a shred of evidence that's been published that she is, in fact, a Chinese spy: just anonymous intelligence officials, repeated by journalists who never verified it, as I detailed here (xitter.cf/RnaudBertrand/status/2โฆ) and here (xitter.cf/RnaudBertrand/status/2โฆ) with one of the key FT journalists on this story actually admitting that he has no idea what evidence US intelligence actually has.
So the claim went to print without anyone seeing the evidence, without anyone being able to check it, and without anyone knowing whether it even exists.
And given everything above, from Beijing blocking the very chips she was supposedly recruited to help get into China, to the MSS asking around about her, to her partner being detained in Shanghai, my bet is that the evidence doesnโt exist at all. If anything, everything we can check points the other way.
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A guard at the Tomb of the Unknown Soldier at Arlington National Cemetery has loudly reprimanded a group of people that included Defence Secretary Pete Hegseth for making noise at the memorial following a Veterans Day ceremony.
Perkara paling lanciao terjadi di Malaysia semalamโฆ Penyakau TERBESAR di ๐ฒ๐พ jadi tahanan rumah. Igt rakyat marhaen, jgn โsakauโ barang kosmetik kat Guardiansโฆ x berbaloi kay.. jadilah mcm โฆ ?
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Taiwanese semiconductor analyst Andrew Luโs 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 exposรฉ 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.
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Back in 2019, Singapore told data center companies to stop building there, so they went across a one-kilometer causeway and built in Malaysia instead. That little corner of Malaysia now has about 50 times the data center capacity it had in 2021, and today Google dropped another $15 billion into the country.
America is running the exact same experiment right now, just way bigger.
The place across the causeway is called Johor. It had about 10 megawatts of data centers at the start of 2021. By 2025 it had close to 500 megawatts running and another 1.7 gigawatts either under construction or signed. One operator who'd bought land in both Johor and Batam, Indonesia during Singapore's freeze said they started building in Johor first because Malaysia's approvals came through faster.
Fast approvals kept pulling in more projects, and Malaysia ended up as the data center capital of Southeast Asia. It now has more than half of all the capacity under construction in the region, which is more than every other country there combined. Google's $15 billion lands in 2027 and 2028, on top of the $2 billion it committed back in 2024 for its very first data center in the country.
Now look at the numbers over here.
In the first three months of 2026, local opposition blocked or delayed 75 data center projects across the US, worth about $130 billion. That's roughly what got blocked in all of 2025, packed into one quarter. Between April and June another 45 projects worth $68 billion got stopped or stalled, which was more than half of all the big new builds being tracked. Superior, Wisconsin even passed a one-year moratorium after Google proposed a campus in the next town over, across the line in Minnesota.
There are 843 anti-data center groups in 49 states now, and Hawaii's the only state without one. About 70% of Americans told Gallup they don't want an AI data center in their area. Moratorium bills have been filed in 14 states, by Republicans and Democrats both.
So in six months, America blocked or delayed $198 billion worth of data centers. You could fund 13 of today's Google Malaysia deals with that.
To be fair, $15 billion is a small number for a company planning to spend over $300 billion on capex in 2027 alone. Singapore also held on to the data centers it already had, since almost all of its capacity was built before the freeze. The projects that showed up during the freeze went to Johor, and once Johor had the land and the power hookups lined up, the next customer had every reason to go there too.
Malaysia isn't giving this away, by the way. Its deputy prime minister told parliament that data centers could eat up a third of the country's electricity by 2035, and the government now only approves projects once it's confirmed there's enough power and water. So Google is paying its way in. This week it put $160 million into a shared water system in Negeri Sembilan that local communities get to use too, and it's promising more than a gigawatt of clean energy for the national grid.
Compare that with what's sinking projects over here. Researchers looked at 46 US data centers that got cancelled or delayed, and the number one reason was a lack of transparency. People in town felt like nobody was telling them what was going on.
Every time a town votes one of these down, that demand goes looking for the next closest place that'll say yes. For Singapore, that place was one kilometer away.
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GOOGLE ANNOUNCED A US$15 BILLION INVESTMENT IN MALAYSIA FOR 2027-2028 FOCUSING ON DATA CENTERS, CLEAN ENERGY, WATER SECURITY, AND WORKFORCE UPGRADING.
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๐บ๐ธ US House of Representatives, seats won so far.
Democrats: 76 seats
Republicans: 32 seats
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Malaysia has about half as much compute as the entire EU
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Masayoshi Son of SoftBank Group Corp. chose locations in Malaysia for $50 billion in technology investments, the countryโs prime minister said, an outlay that would accelerate the billionaireโs global bet on AI infrastructure. bloomberg.com/news/articles/โฆ
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Disappointing, honestly. I expected better from you, @iskandarfareez
You deliberately cut out a substantial part of my reel explaining how BERSAMAโs proposed fuel mechanism works, then inserted an RM4.32/L headline, a figure I never once mentioned, to grab attention and take my words out of context. Instead of engaging in a healthy, substantive policy debate, you chose to resort to populist rhetoric.
What has DAP become? Not worth engaging further.
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Depa bukan sorok semua laporan dan kerugian, depa juga sorok siapa penyangak-penyangak yang terlibat.
Sempoga Allah berikan ketabahan, kesabaran kepada keluarga @rafiziramli. Insya Allah, lambat laun akan terungkai juga.
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Pengharaman Perikatan Nasional ni sebab pergaduhan dalaman. Bersatu tak puas hati Pas nego seat dengan Umno, masuk PRN N9 guna logo sendiri. PAS balas dengan buat meeting PN tak ajak Bersatu, jadi Bersatu report kat RoS kata langgar perlembagaan parti.
Itu je.
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๐๐๐ก๐ฌ๐๐ง๐๐๐ก ๐ ๐๐๐๐
17 Oktober 2026
๐ก๐๐ ๐ก๐๐ญ๐ ๐ ๐ก๐๐ ๐๐๐ ๐๐ ๐๐๐ฅ๐๐๐๐ง๐๐๐ก ๐๐๐ฅ๐๐ฃ๐๐๐ ๐๐๐ง๐๐ฉ๐๐ง๐ ๐ฃ๐๐ฅ๐ง๐ ๐ฆ๐๐๐๐ ๐ ๐ง๐๐๐ ๐๐จ๐๐๐ก
Parti BERSAMA Malaysia mengambil maklum kenyataan pengakuan Saudara Nik Nazmi Nik Ahmad berhubung penglibatan beliau dalam satu kes yang tersebar baru-baru ini.
BERSAMA memandang serius perkembangan ini dan berpendirian bahawa setiap isu yang melibatkan kepimpinan serta anggota parti perlu ditangani dengan sewajarnya, demi memelihara integriti, kredibiliti dan keyakinan masyarakat terhadap parti.
Sehubungan itu, parti memutuskan untuk merehatkan Saudara Nik Nazmi Nik Ahmad daripada semua aktiviti rasmi parti selama tiga (3) bulan, berkuat kuasa mulai 20 Oktober 2026 hingga 19 Januari 2027.
BERSAMA berpendirian bahawa keputusan ini adalah perlu dan munasabah, tanpa menafikan segala sumbangan dan komitmen Saudara Nik Nazmi kepada perjuangan BERSAMA sejak parti ini dilancarkan semula pada Mei 2026.
17 Oktober 2026
๐ฆ๐๐๐ธ๐ฟ๐ถ ๐ฅ๐ฎ๐๐ฎ๐ฏ
๐๐๐ฅ๐ฆ๐๐ ๐
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Saya ingin merakamkan ucapan takziah kepada Sdr. Nik Nazmi dan seluruh keluarga beliau atas pemergian ayahanda yang telah kembali ke rahmatullah.
Semoga roh Allahyarham dicucuri rahmat dan ditempatkan dalam kalangan orang-orang yang beriman.
