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cadamsdotcom 9 minutes ago [-]
What if the gov tolerated gpu exports on purpose?
Black & grey market devices marked up many times cost buyers heavily, while still suppressing motivation to develop sovereignty.
If nvidia selling to China tolerated for the realpolitik and gets undone by incoming powers to create an appearance of change, is it really the right thing to do? Is it the smart thing to do?
It's an interesting thought experiment, though, we will probably never know.
saidnooneever 31 minutes ago [-]
i dont know what is expected of export controls... they are never effective. they also find western chips in iranian drones etc. there is a huge gray area of resellers who resel to resellers etc. its pretty much uncontrollable....
krona 22 minutes ago [-]
> its pretty much uncontrollable
As Hezbollah discovered in 2024, covert supply-chain interdiction is very possible and I'd be surprised if the CIA didn't know what was going on, at least to some extent.
andy_ppp 19 minutes ago [-]
Yes or indeed supplying cards to the Chinese market with extras...
wmchen 27 minutes ago [-]
Export controls inherently raise the cost of doing business with parties you don't like, the other party has to either invest more resources acquiring them, or make the decision to forego acquiring them. The grey market exists precisely because there's an opportunity to exploit this for profit. At the end of the day, when these effects of these export controls are discussed, they usually seem to revolve around export controls setting a specific program or effort back by a span of months, not in stopping a specific commodity from accessing another market whatsoever (excepting some hyper-specific components).
exabrial 3 minutes ago [-]
I guarantee you this isn't an "accident". Whatever is being sent over there is loaded with its own special spyware lol
fibonacci112358 30 minutes ago [-]
[flagged]
chews 25 minutes ago [-]
We need deep investigations at the CFTC and SEC level on who took short positions and put options on NVDA. My bet is there are Singaporean propshops backed by the likes of Goldman and others who are rightsizing this market.
SpaceManNabs 22 minutes ago [-]
didn't the culper report come out in march or something like that?
Black & grey market devices marked up many times cost buyers heavily, while still suppressing motivation to develop sovereignty.
If nvidia selling to China tolerated for the realpolitik and gets undone by incoming powers to create an appearance of change, is it really the right thing to do? Is it the smart thing to do?
It's an interesting thought experiment, though, we will probably never know.
As Hezbollah discovered in 2024, covert supply-chain interdiction is very possible and I'd be surprised if the CIA didn't know what was going on, at least to some extent.