Something else no one seems to be talking about. Nvidia's chips are made in Taiwan by TSMC. What happens if China invades in the next year or two? Which is probably very high on the minds of Chinese leadership because they'll never have another opportunity, hopefully, where our military has been degraded by the incompetence of Pete Hegseth and a president who can be talked into anything by saying "Sir, you're a great and strong leader chosen by God. And here's some really delicious chocolate cake".
this post was submitted on 09 Nov 2026
754 points (98.2% liked)
Technology
89619 readers
2963 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 3 years ago
MODERATORS
This is why I own some Intel shares despite not having any faith they will catch up to any of its competitors. China might make it so that it doesn't need to catch up.
stealing a joke I read somewhere:
-Nvidia shared plummeted, first because midterm elections, and then because CEOs erections.
It is going to be funny if the AI bubble ends up popping due to the CEO of Nvidia wanting some strange.
Best possible scenario, imo, for the memes.
I grew up on tech and I'll be the first one to say it's all bogus today. Efficiency is dead.
Proving once again you can still pick a man's lock using his own dick or the tip of his ego.
That is a fantastic way to phrase social engineering, it gave me a good chuckle
Maybe I'm old, maybe I'm out of touch, but it seems to me that this entire discussion is wrapped up in a metric f*** ton of misogyny.
This woman spent decades in industry, first commanding in finance management for a gaming company partner, and then production and distribution for that very gaming company, which grew into one of Alibaba's largest cloud compute subsidiaries.
It's someone who acted with agency and with acumen across time, and leveraged talents and a working relationship with one of the most pivotal executives in human history.
Today half of my Facebook feed is basically people calling her a two-bit whore and calling Jensen dumb, as if they both don't deserve to be exactly where they are, didn't make every decision that brought billions to their fiefdoms.
In less than a week I've seen $100,000 wiped off my balance sheet, and I fully anticipate seeing another $100k drop off before Nvidia even gets to their quarterly earnings call to discuss what the business is actually f****** doing.
It's possible that this is the end of the road for my Nvidia Investments and that's fine.
But te people are reaching for the most simplistic narrative and meanwhile all of the industry players are doing exactly what they've always done. Espionage, trade and arbitrage occurring in delicate dances between bedsheets and balance sheets.
While everyone's meemaw and peepaw imagine some 25-year-old bar girl wandered into Jensen Huang's pocket after the Chinese government bought her a plane ticket.
https://www.axios.com/2026/11/09/alice-huang-nvidia-jensen-megaspeed
Those people aren't as great as you make them out to be. They aren't some kind of super human geniuses who know how to make the best decisions. The whole article is about them making bad decisions.
They got lucky that ai happens to run best on graphics cards that they were already making. The people at the top didn't design the chips or do any of the really hard work. They just slap their name on it. These people are as human as you and I and they are capable of making the same awful mistakes.
Why do they care if China gets their IP? Isnt Nvidia done making consumer grade electronics?
There is more money to be made in commercial hardware than in consumer.
If all those datacenters get access to a lower cost equivalent that'll poke a hole in Nvidia's profits (and therefore shareholder value).
And will bring more hardware to the market and bring down prices. Let's go Chinaaaa
I think the whole honeypot thing is bullshit. Nvidia was selling GPUs to China via intermediaries. They all knew and now this is the story that's an attempt to cover up the fact they did it on purpose for extra profit.
yup seems like a distraciton from all the AI stuff too.
Word is they were funneling data center equipment through Singapore to China.
Yeah that's what I heard that she wasn't a spy per se just a business partner that let them sell chips to China that were banned from getting to China.
Wow. Plunge 4 whole percent.
On other days this would be considered a "modest market correction", but today it is "plunge".
Relative to their peers is somewhat more telling. But generally agree.
And today, another 4% down, in a market that is not terribly down otherwise. And this is after a decline, currently at a 24% decline for the month.
So this scandal caused them to go down a pretty beefy amount while others made something of a recovery, and it has continued for two days, and exacerbates the stocks broader struggles.
load more comments
(9 replies)
Man i have to commend how china operate to peg down allies that too cocky and high on tail, just send vixen to deal with it once and all.
They dropped a few percent.
Wall Street has no morals, it only dropped on the fear that this MIGHT affect them making money. It will recover shortly and people will move on.
load more comments
(6 replies)
Trump called him an honorable man, after this was disclosed.
Crazy times we live in.
Trump endorsing you has to be one of the worst insults you can receive.
At least he fucked adults
Standards are low.
Conservatives don't judge people by their actions, they judge actions by their people.
Because they're conservative in brain capacity
load more comments
(1 replies)
load more comments
(1 replies)
Well, on the positive side - at least it appears there is someone in Trump's orbit who isn't a pedophile.
talk about looking on the bright side, holy fuck
load more comments
(13 replies)
view more: next ›