

I would expect that the bigger problem is going to be the actual movement of chips. They’ll probably to keep the focus on the affair rather than actually interrogating the degree to which sanctions were violated. “Tech CEO is a dick to his family” hasn’t exactly ended the career of anyone else so long as the money keeps moving. But given how much the domestic AI push has used hawkishness about China to justify itself there could be real problems keeping congress at bay if it turns into both an anti-AI CEO issue and an anti-China issue.

This is true, but given how so many other AI boosters have committed hard to being hawkish towards China to justify throwing more money into the AI money hole I think it’s worth using the “treason” angle as a wedge issue. I don’t personally think it’s that big a deal apart from the rank hypocrisy of it, but it feels like a far stronger push against Nvidia and the bubble as a whole than focusing on Jensen’s personal relationships.