this post was submitted on 11 Nov 2026
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Could somebody shed some light on who might stand to gain (financially) from this all coming out about Huang right now? Is it AMD? Is this helpful/hurtful for Anthropic/OpenAI or other public tech companies?
I read that all the candidates for replacement come from a specific white and blue country so theres that.
Nobody publicly known other than some insider traders. It seems like an excuse to explain/cause the stock value drop that started well before this came to light. Pretty standard practice to rekt over-leveraged longs and then slurp up the dip. Fundamentally nothing changed, the world still needs GPUs.
My read: many American AI companies don't want China to succeed.
JH was an advocate for selling to China (affairs aside, he wants to sell as much to as many people as possible).
With a new legislation coming in, it is quite possible they'll try to get the Biden ban on selling to China back in some place. And now, JH can't advocate selling to China without being seen as a Chinese stooge who got played by a spy (whether that's true or not is irrelevant, perception here is what is important)
Basically anyone and everyone involved in Nvidia's circular financing scheme
It's a national security risk for starters.
What isn't a national security risk?
I 100% get that, I’m just curious if there’s an angle where this materially affects the AI bubble’s main players
Not if he used protection