Really compelling investigation. One question I have is about Nvidia’s positioning: given the tightening U.S. export controls under Trump and beyond, how sustainable is it for the company to publicly downplay smuggling while continuing to depend so heavily on Chinese manufacturing? At what point might Washington force Nvidia to take a clearer stance?
I also cannot see any copyright violations and I hope this is not a routine practice for one major news outlet against another small self-media production. The most would be possibly the screen caption of some news headlines or photos used in the video — which appears to be fair use anyway.
I have some money I’m looking to invest, and it sounds like there are easy profits to make by buying cards and selling them to Chinese resellers.
Thanks for the tip!
Really compelling investigation. One question I have is about Nvidia’s positioning: given the tightening U.S. export controls under Trump and beyond, how sustainable is it for the company to publicly downplay smuggling while continuing to depend so heavily on Chinese manufacturing? At what point might Washington force Nvidia to take a clearer stance?
very good question we're about to find out!
Tnx for engaging I’ll be following closely.
Hilarious episode. Felt the most real compared to all the posturing on China wrt AI.
What happened to the video, the link no longer has it?
Bloomberg dmca’d but it’s back up now
Fun seeing Steve appear here—worlds colliding for me! Great interview and love you highlighting the DMCA strike.
Steve Burke is greatest American investigative journalist of the decade.
I also wrote about it, with some observations, takeaways and further questions. Well done Mr Burke.
https://charlesmok.substack.com/p/the-smugglers-pipeline-of-nvidia
I also cannot see any copyright violations and I hope this is not a routine practice for one major news outlet against another small self-media production. The most would be possibly the screen caption of some news headlines or photos used in the video — which appears to be fair use anyway.