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BREAKING: Alice Huang, who had affair with Jensen Huang, has now returned to China and is living in Beijing, according to Bloomberg.
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JUST IN: 🇨🇳🇹🇼 Chinese President Xi Jinping says Beijing is ready for talks with Taiwan on reunification.
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This is the biggest irony of the whole Alice Huang / Nvidia saga: the Chinese government actually doesn't want Nvidia chips and is actively keeping them out of the country. Last year it even ordered Alibaba and ByteDance to cancel their Nvidia orders ( and sent customs teams to the ports to check every advanced chip coming in ( And right now 600,000 Nvidia H200s are stuck in Hong Kong because Beijing won’t let them into the country ( Nvidia also explicitly frames this as a threat to its business in its latest annual report to the SEC: "The Chinese government has encouraged customers to purchase from our China-based competitors and discouraged customers from purchasing, importing, or using our data center products" ( Why does China do that? Because every Nvidia chip a Chinese company buys is one that Huawei or Cambricon doesn’t sell, and domestic chips can only catch up if people actually buy them (which means money for R&D, etc.). Which means that the notion that Chinese intelligence was running honeytraps to get more Nvidia chips into China gets the whole thing exactly backwards. In fact, it looks like Megaspeed - Alice Huang's company - was a counter-reaction to official Chinese policy: a private sector workaround to these efforts by the Chinese government to curtail Nvidia. As was widely reported - including by Western media - Megaspeed built data centers in Southeast Asia and rented their computing power to Alibaba, which the New York Times called "a backdoor way of getting access" to Nvidia chips ( That is a backdoor not only - allegedly - around Washington’s export controls, but also around China's own efforts to wean its companies off Nvidia. I can’t believe the Chinese government was too thrilled about it: it'd make just about zero sense for it to run countless domestic measures to prevent Alibaba from using Nvidia chips, yet at the same time have its top spy agency help the same Alibaba get Nvidia chips through the back door in Southeast Asia 🤷 At the end of the day, as with all such stories, you always need to look at "cui bono?": who benefits? Who benefitted is pretty clear: - Nvidia itself: it's in the business of selling chips so a customer willing to spend billions of dollars on chips in Southeast Asia is a godsend. Again, as they themselves state in their SEC filings, not being able to tap into Chinese demand would have "a material and adverse impact on our business" ( - Chinese companies like Alibaba: facts are, 1) Chinese chips haven't yet caught up, 2) Chinese chip companies' production capabilities are still limited and 3) Chinese tech firms' historical tech stack runs on Nvidia’s CUDA ecosystem, and rewriting years of code for Huawei chips is painful. Renting Nvidia chips in Southeast Asia is the easy way to stay competitive and serve customer demand in the meantime. - The US, according to core members of the Trump administration: back in July last year, US Commerce Secretary Howard Lutnick explained that the point of letting Nvidia sell more chips to China was to get Chinese developers "addicted to the American technology stack" ( Who does NOT benefit, according to official Chinese policy, is the Chinese state, which has made tech self-reliance one of its foremost priorities. Which means that, to believe the spy story, you have to believe that a person - Alice Huang - was effectively a spy paid by her own government while simultaneously sabotaging its tech self-reliance drive, which it has spent years and trillions of dollars on - pretty senseless. Stranger things have happened, I guess, but it doesn't pass the smell test. And there is another absolutely major contradiction in the media story. According to a Financial Times article published yesterday ( "a person who knows [Alice Huang] said they had been asked by MSS for information about her earlier this year after news emerged that Singapore was investigating the company in relation to chip-smuggling allegations. The agency wanted to find out more information about Huang, including the nature of her business and connections, the person said." Which raises a damn obvious question: if she were indeed an MSS asset, why on earth would the MSS need to ask the people around her who she was and the nature of her business? It's a complete contradiction with the spy story - but very much not a contradiction with what I described above: a private businesswoman running a workaround to Beijing’s own policy, which the Chinese security apparatus would naturally want to look into. Especially since, around about the same time, Shanghai police detained her business partner, reportedly her husband, in a stock manipulation case ( also coherent with Chinese authorities looking into her network, and much harder to square with her being a prized MSS asset. And, to top it all, there is - to this day - not a shred of evidence that's been published that she is, in fact, a Chinese spy: just anonymous intelligence officials, repeated by journalists who never verified it, as I detailed here ( and here ( with one of the key FT journalists on this story actually admitting that he has no idea what evidence US intelligence actually has. So the claim went to print without anyone seeing the evidence, without anyone being able to check it, and without anyone knowing whether it even exists. And given everything above, from Beijing blocking the very chips she was supposedly recruited to help get into China, to the MSS asking around about her, to her partner being detained in Shanghai, my bet is that the evidence doesn’t exist at all. If anything, everything we can check points the other way.
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✈️In Guangzhou for a layover, or the Canton Fair? Here's a secret: it's free to explore.🏙️ Transit passengers can join under the 240-hour visa-free policy — Canton Fair visitors just need their badge number to sign up. A guided bus tour runs each day, covering destinations like Huacheng Square, Chen Clan Academy, Ersha Island, and Beijing Road. Transit passengers can also opt for a self-guided day out with a 24-Hour metro pass and a attraction ticket voucher. Business trip, meet mini vacation ✨ #VisitGuangzhou# #CantonFair# #240HourTransit# #FreeCityTour# #ChinaTravel#
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DANIIL MEDVEDEV DISQUALIFIED FOR HITTING A SPECTATOR WITH A BALL 🚨 ​NOVAK DJOKOVIC INTO THE BEIJING FINAL.
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FounderCity side story is live: Elon on Line One. 2021: CZ suggests a name for Elon's coin, MarsCoin. Elon: "There will definitely be a MarsCoin!" So we flew a Doge rocket to the Moon, then on to Mars, to deliver it. It goes live in half an hour—that is, at 10:00 Beijing time. Play free: A fan-made parody.
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As dusk falls, Tiananmen Square lights up, turning Beijing’s evening into a scene of timeless grandeur.
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I have been saddened to hear of the passing of the great Liu Huan, who I had the pleasure of singing with at the 2008 Beijing Olympic Games, performing the opening theme song, ‘You and Me’. He was an amazing talent and a true gentleman. He will be greatly missed. R.I.P. Sarah
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Eight democracies. One message to Beijing. Australia, France, Germany, Japan, New Zealand, Poland, South Korea and the UK issued a joint statement on September 22 opposing any unilateral change to the Taiwan Strait status quo. It came out of a meeting on the sidelines of the UN General Assembly, where officials called today's security environment more volatile than a year ago. Their language was direct: "We encourage dialogue and oppose any unilateral attempts to change the status quo across the Taiwan Strait." The same day, the US, Japan and South Korea issued a separate statement making the same point, and also backing Taiwan's participation in international organizations. Taiwan's foreign ministry welcomed the statement and said it would keep building self-defense and deepen ties with democratic partners.
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BREAKING: Elon Musk’s new full interview with CMG. 0:15 On Xi Jinping 1:03 Tesla Shanghai factory 2:27 Cybercab rollout 3:55 Speed of AI breakthroughs 4:29 Grok 4.7 and Grokbot 5:48 SpaceX/Tesla data for real-world AI 6:48 Chinese AI models and the compute gap 8:16 China’s electricity output 9:01 US-China AI safety 9:27 Humanoid robots and Optimus 10:55 1 billion robots in 10 years 13:04 Money may not matter 16:27 10 billion to 100 billion robots 17:09 Space cooperation and Mars 21:07 Neuralink and human bandwidth 22:37 Education in the AI era 24:02 Visit Shanghai, and Beijing 24:38 Beijing high-speed rail 24:59 “Words do not do justice to China”
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