The whole Jensen thing feel too well coordinated and targeted. If I have to guess this is the most bipartisan agenda can be aligned by China hawks from both sides, and considering TSMC is a highly Huang aligned (Morris once invited Jensen to take over TSMC back in 2013 and the personal bonds are extraordinarily strong btwn the two) and most critical manufacturing chokepoint for semis. so Jensen is unusually embedded across both sides of the China-Taiwan-US AI stack.
the preferred endgame for Washington its a CEO with less personal exposure to China/TW, fewer cross-strait ties that can be politically weaponized, and more predictable alignment with US culture and deep state
not saying the underlying allegations were totally manufactured. the scandal can be real while the political uptake is still remarkably coordinated. America politician can call itself post racial, but power is never post tribal. Nothing can close the gaps across the American establishment faster than someone who can be framed as "not one of us"
显示更多