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🇺🇸🇨🇳 Rubio reportedly set Jensen Huang's downfall in motion... with a memo that hit harder than the CIA report it was based on The Washington Post reports the Secretary of State took a CIA report on Jensen's relationship with a suspected Chinese spy and rewrote it in his own, more forceful terms, according to one person familiar with it. When that memo's findings leaked, the scandal began. A former official who worked on chip policy described what Trump's national security team was after: "They wanted to destroy the influence Jensen had over the president." Trump still calls him a "legend." The agencies still can't prove she was a spy. But three bills restricting chip sales to China are now headed for the defense bill, and the one executive who used to talk Congress out of them is gone. So ask yourself who came out ahead this week, and you have a good idea why that memo found its way to reporters. Source: Washington Post / Writer: Daniel

Be Jensen: > Asian American Dishwasher at Dennys > Founded $NVDA and pioneered GPU computing > Took an extraordinary gamble in CUDA, despite the company close to bankruptcy risk. > Bet paid off heavily, and Nvidia was there as the infrastructure for deep learning and generative AI. > Spent last 33 years of his life growing $NVDA, and finally saw it become a $5T+ company > Devoted his life to establishing American AI leadership > Started having more influence on policies that Washington conflicted with > Leaks and hit pieces happen all at once around midterms > Washington tries to push out others like Lutnick that shared similar China stances to Jensen. > Forced to resign by Taco Bell and NFL experience board members over unconfirmed Spy accusations + personal relationships. > Huang's leadership then questioned by politicians that ask how $META makes money or how Wifi works. > Slandered by US media that think because Mcdonalds did well under a CEO change, so can American semiconductors like $NVDA. This feels like a horrible joke. Jensen Huang was the pinnacle of visionary tech CEOs and living the American dream. Ousting Jensen Huang will go down as one of most consequential and darkest decisions in recent US history.

Some GOP pointed to Times... I doubt Times would release a good investigative journal as they have not for the last decade as they focused on cheap, easy albeit wellwrutten EDITORIALs. FT and Economics is definitely a drainage for the target release of filth. The US leaks thru UK is definitely for legal reason as the UK media sits on the Defence and Security Media Advisory (DSMA) Committee to use sovereign immunity on their hit list. I doubt this is the case, they might have fucked up in this op: Georgetown, Columbia is the Goldmine. They first did it thru the US media: if it is false accusation, they are going to be fucking sued but the richest man.

🚨 NOW: Treasury Sec. Scott Bessent just made it clear that Nvidia Board forcing out Jensen Huang does NOT let the rest of the company off the hook ‼️ "We don't know for a fact Jensen Huang knew this." "The story was on Jensen Huang's personal foibles. The REAL story should be, did Nvidia know their client? Was there a robust effort to make sure there was no leakage? That they were selling to what were obvious pass-through shell companies!" "It's important ANYONE at the company THERE be held accountable for THAT." Megaspeed became one of Nvidia's BIGGEST AI chip customers, reportedly spending more than $4 BILLION There were already questions as to whether they were being routed to China. We can't hand China an inch! The Board cannot just push out Huang and think it all goes away.

Bombshell story. The spy narrative is collapsing already. Is there clear & convincing evidence that Alice Huang was a Chinese spy? - AG says no. (“no conclusions reached”). - CIA says no. (“not yet convinced”). - DNI says no (“not entirely accurate and over-torqued”). - Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed. Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.” This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”? At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why? An investigation should be opened.

I have a major result to share. I’ve found conclusive forensic evidence that the top 4 Chinese AI labs—DeepSeek, Moonshot, MiniMax and Ant Group—have built their newest models on NVIDIA’s most advanced Blackwell chips, which are barred from export to China. This sounds insane, but I discovered that almost every AI model carries a hidden signature of the GPU that trained it. When a model is first set up, the starting values of its weights are laid out in a pattern that depends on the exact GPU. Each combination of GPU and seed number produces a unique pattern—a sort of fingerprint of the hardware used to create the model. Traces of that pattern survive training into the published model. Again, this evidence isn’t based on any insider information or leaking. It’s based on a forensic analysis of the model weights released by the companies themselves. I searched more than six trillion combinations of chip layout and seed number and matched them to open-weights models. In doing so, I found conclusive evidence that six Chinese AI models—including DeepSeek-V4-Pro, Kimi K3, and MiniMax-M3—were initialized on NVIDIA Blackwell systems. Four of the models match Grace Blackwell, the GB200 and GB300 parts in NVIDIA’s flagship liquid-cooled rack-scale systems. I then verified these results on real hardware. Running unmodified PyTorch with the seeds I’d recovered, a Blackwell B300 reproduced DeepSeek-V4-Flash’s untouched starting weights bit for bit, and a rented GB200 reproduced Kimi K3’s to a correlation of 0.999995. A Hopper H100 reproduced none of DeepSeek-V4-Flash’s, and changing the seed by one broke the match. (DeepSeek’s seed is 953049583 by the way.) The method also was verified to match 24 known open-weights models to the hardware that developers said they used. It is exceedingly unlikely that these results are a coincidence. Across six trillion combinations, the best accidental match should reach only about 8 sigma (i.e., eight standard deviations above what random chance would produce). The real matches range from 49 to 1,385 sigma, and even the weakest single test hits 20. These were data-center-scale training runs. With some analysis of release schedules and model details, I estimate that the largest, Kimi K3 and DeepSeek-V4-Pro, used 2,000 to 3,000 Blackwell GPUs each. Clusters of this size cost on the order of $150 to $200 million each to buy, and across these labs alone would add up to more than half a billion dollars of export-controlled GPUs, not counting experimental compute or otherwise. It’s quite likely that we see multi-billion dollar expenditure on export-controlled GPUs. I am highly confident in this result, and it has been independently verified by senior researchers at OpenAI and Anthropic. You can read the full report at There is much more I’ve identified about these models through other forms of checkpoint forensics like this, and will have more to share soon.

A big Chinese lab reached out to me asking for help distilling Fable into their model. I said no. I told them to use the millions of books that have no copyright instead. Offered to help pick them and to help train the model a different way. They only wanted distillation, which tells you a lot about the mindset there. I've worked deep in this field and distillation is real. I wasn't convinced at one point. What I saw changed my mind completely. I'm the biggest supporter of open source. I'm for releasing weights and for the freedom to research and build, because humanity only grows when knowledge gets shared. But let's be logical. Nobody will convince me that labs shipping a model every month or less, each one a big leap, now can't ship a better one after three months. Kimi K3.1 Pro isn't a big leap over Kimi K3 and it's been about 100 days. DeepSeek still can't put out a respectable Pro model. Zai used to release their strongest model in under two months. It's been three with nothing. All I hear about Qwen 4 Max is that it's a letdown. Kimi K3.1 Pro and DeepSeek Flash both show traces of Astra distillation. The leak showed Moonshot used it, and so did DeepSeek. If this isn't the effect of Anthropic blocking distillation then what is it? Chinese labs need to get serious about using the talented researchers they have and give their models an identity. Right now their models at their best are a cheaper alternative. I want them out of that box. I want to see what makes them different. Anthropic has crossed lines too, no argument there. They destroyed millions of books, human knowledge that was in people's hands, and kept it for themselves. I'll never forgive them for that. But Chinese labs rely on distillation more than they rely on better data. I didn't work with them. Transparency and honesty matter to me, like you've known since I started here.