this post was submitted on 12 Nov 2026
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The Chinese honeypot and affair with the married VP is only the tip of the scandal.
He’s been tied to allegations of supplying chips to China in violation of export controls. Possibly 20% of NVIDIAs earnings in the last few years may be attributed to these sales. Without protection from Trump he could be looking at jail time.
This is bigger than people realize with out Jensen, the circular financing that has pumped the AI boom is going away. NVIDIA has underwritten a lot of deals and funding for Anthropic, Oracle, ChatGPT, etc. There may not be an appetite to support this kind of financing with the next exec.
This could be the first domino in a chain that could wipe out this AI bubble we are in.