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this post was submitted on 09 Nov 2026
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I think it would involve quite a few people to backdoor silicon and I suspect not something Jensen could do on his own. However there are plenty of other reasons to avoid nVidia if you run FLOSS software anyway so I'm not loosing any sleep over it.
I'm curious did he go public because the media was on to him or was it preemption as someone was trying to squeeze him with compromat.
If she is a spy, she has access to the supply chain information. She isn’t going to work through him. China can now start working on NVIDIA’s supply chain.
I'm curious what a supply chain looks like for a silicon IP company like nVidia. I guess there are the EDA tool suppliers and maybe some 3rd party IP for non-core parts of the chip. But you probably don't need to sleep with Jensen too figure that out.
Everyone knows TSMC is their downstream.
She would know financials now too. Being able to be more competitive in the bidding and changing the supply chain. China plays the long game. She isn’t there for no reason.