gonemaroon said:

---

This really feels like NVDA's running in to a wall of not having enough customers to support it's stock price and everyone's code red to prop that thing up.

That's all I have on why we talk so much about NVDA.

---

That's very likely. Still, we don't need to be helping China too help them out, no matter what level of tech it is.

All you doom scrolling now gonna get US GPU ai fueled dank ticktoc feed and your buffering problem solved. Still can't be happy cause waaaah TRUMP.

No Spin Ag said:

---

gonemaroon said:

---

This really feels like NVDA's running in to a wall of not having enough customers to support it's stock price and everyone's code red to prop that thing up.

That's all I have on why we talk so much about NVDA.

---

That's very likely. Still, we don't need to be helping China too help them out, no matter what level of tech it is.

---

US National Security > NASDAQ.

Lenin once said: "We'll hang all the capitalists with the rope they sell us."

We just sold the ChiComs the rope.

K2-HMFIC said:

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No Spin Ag said:

---

gonemaroon said:

---

This really feels like NVDA's running in to a wall of not having enough customers to support it's stock price and everyone's code red to prop that thing up.

That's all I have on why we talk so much about NVDA.

---

That's very likely. Still, we don't need to be helping China too help them out, no matter what level of tech it is.

---

US National Security > NASDAQ.

Lenin once said: "We'll hang all the capitalists with the rope they sell us."

We just sold the ChiComs the rope.

---

It was an old, frayed rope that will. Real under the weight of just 50 lbs. more like twine instead of rope.

gonemaroon said:

---

This really feels like NVDA's running in to a wall of not having enough customers to support it's stock price and everyone's code red to prop that thing up.

That's all I have on why we talk so much about NVDA.

---

Also a good point. The AI companies were just begging Trump in the last few weeks to invest in them under the guise of combating China. Well, this is one way to do it.

I could actually get on board with the US government backing certain critically strategic sectors and have in the past including this one, but then turning around and selling China chips (even if they are 1 gen behind) just seems unbelievably stupid. But Trump's only mission right now is to raise revenue in any way he can since we have decided not to ever cut spending.

And we aren't smart enough or coordinated enough to pull off something like the Mossad Pager event. Laughable to think we can. We have too many people in the mix and too many traitors within to be able to pull that off.

BigRobSA said:

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LOL at thinking that Chi-Nuh doesn't already have the designs for the Blackwell, and any/all other chips for now, and in the future.

This is dumb.

On one hand "China is ass-ho" and the other "Here, China, we're still buds, right?".

---

Could be, but I thought part of China's problem was manufacturing 4 Nanometer chips?
I am not an expert so correct me if I am wong wrong.
damn spell check

This isn't going to go anywhere, after "responding positively!" Xi turned around and said they would restrict the sales.

And these chips, along with the Blackwells, are already getting to China through Saudi Arabia and Singapore, why would Nvidia now want to pay a 25% kickback to the WH under this deal?

Interestingly, someone in Sugar Land just plead guilty to selling AI chips to China. He ran a dummy corporation for 10+years that did nothing but then suddenly bought $160MM worth of chips to send to China.

https://www.click2houston.com/news/local/2025/12/08/sugar-land-man-pleads-guilty-to-smuggling-ai-computer-chips-to-china-first-case-of-its-kind/

RebelE91 said:

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Interestingly, someone in Sugar Land just plead guilty to selling AI chips to China. He ran a dummy corporation for 10+years that did nothing but then suddenly bought $160MM worth of chips to send to China.

https://www.click2houston.com/news/local/2025/12/08/sugar-land-man-pleads-guilty-to-smuggling-ai-computer-chips-to-china-first-case-of-its-kind/

---

Here's what DOJ has to say about those chips.

Quote:

---

"Operation Gatekeeper has exposed a sophisticated smuggling network that threatens our Nation's security by funneling cutting-edge AI technology to those who would use it against American interests," said U.S. Attorney Nicholas J. Ganjei for the Southern District of Texas. "These chips are the building blocks of AI superiority and are integral to modern military applications. The country that controls these chips will control AI technology; the country that controls AI technology will control the future. The Southern District of Texas will aggressively prosecute anyone who attempts to compromise America's technological edge.

---

https://www.justice.gov/opa/pr/us-authorities-shut-down-major-china-linked-ai-tech-smuggling-network

And now, we're going to sell these chips to them. Great work guys.

From your post, what is being smuggled is

Quote:

---

cutting-edge AI technology

---

We are not selling that. We are selling what was cutting-edge technology about a billion years ago (in tech years).

US News

Quote:

---

U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes, and its defence-industrial complex.

---

So, Trump will let NVIDA (an American company) dump it's old tech on China, profit billions, and fun the next generation.

And folks here think this is somehow bad. They would probably ***** about him selling bows and arrows to them also.

I don't know dick about tech, but this seems like a big win. Wait til China says, no thanks.

Science Denier said:

---

From your post, what is being smuggled is

Quote:

---

cutting-edge AI technology

---

We are not selling that. We are selling what was cutting-edge technology about a billion years ago (in tech years).

US News

Quote:

---

U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes, and its defence-industrial complex.

---

So, Trump will let NVIDA (an American company) dump it's old tech on China, profit billions, and fun the next generation.

And folks here think this is somehow bad. They would probably ***** about him selling bows and arrows to them also.

I don't know dick about tech, but this seems like a big win. Wait til China says, no thanks.

---

If it's an advancement for China, how is that a good thing?

Yes, they're not the latest gen chips, but why help China advance in any way?

No Spin Ag said:

---

Science Denier said:

---

From your post, what is being smuggled is

Quote:

---

cutting-edge AI technology

---

We are not selling that. We are selling what was cutting-edge technology about a billion years ago (in tech years).

US News

Quote:

---

U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes, and its defence-industrial complex.

---

So, Trump will let NVIDA (an American company) dump it's old tech on China, profit billions, and fun the next generation.

And folks here think this is somehow bad. They would probably ***** about him selling bows and arrows to them also.

I don't know dick about tech, but this seems like a big win. Wait til China says, no thanks.

---

If it's an advancement for China, how is that a good thing?

Yes, they're not the latest gen chips, but why help China advance in any way?

---

Why?

TO
MAKE
MONEY

We will see if China buys them.

Am I the only one whose scrolling gets jacked up by the barrage of Twitter screenshots and links?

Science Denier said:

---

No Spin Ag said:

---

Science Denier said:

---

From your post, what is being smuggled is

Quote:

---

cutting-edge AI technology

---

We are not selling that. We are selling what was cutting-edge technology about a billion years ago (in tech years).

US News

Quote:

---

U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes, and its defence-industrial complex.

---

So, Trump will let NVIDA (an American company) dump it's old tech on China, profit billions, and fun the next generation.

And folks here think this is somehow bad. They would probably ***** about him selling bows and arrows to them also.

I don't know dick about tech, but this seems like a big win. Wait til China says, no thanks.

---

If it's an advancement for China, how is that a good thing?

Yes, they're not the latest gen chips, but why help China advance in any way?

---

Why?

TO
MAKE
MONEY

We will see if China buys them.

---

Helping our enemy to make money.

Well, this is America, so I guess it wouldn't be the first time we do something out of greed that can bite us in the future.

Science Denier said:

---

From your post, what is being smuggled is

Quote:

---

cutting-edge AI technology

---

We are not selling that. We are selling what was cutting-edge technology about a billion years ago (in tech years).

US News

Quote:

---

U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes, and its defence-industrial complex.

---

So, Trump will let NVIDA (an American company) dump it's old tech on China, profit billions, and fun the next generation.

And folks here think this is somehow bad. They would probably ***** about him selling bows and arrows to them also.

I don't know dick about tech, but this seems like a big win. Wait til China says, no thanks.

---

You should have kept reading the entire DOJ press release to see what they pleaded guilty to smuggling.

Quote:

---

According to court documents, Alan Hao Hsu, also known as Haochun Hsu, 43, of Missouri City, Texas, and his company, Hao Global LLC, both pleaded guilty to smuggling and unlawful export activities on Oct. 10, 2025. According to now unsealed court documents, between October 2024 and May 2025, Hsu and others knowingly exported and attempted to export at least $160 million worth of export-controlled Nvidia H100 and H200 Tensor Core graphic processing units (GPUs).

The H100 and H200 are high-speed GPUs used for AI applications and high-performance computing. They are designed to process massive amounts of data, advancing generative AI and large language models and accelerating scientific computing. These GPUs are used for both civilian and military applications.

---

Science Denier said:

---

From your post, what is being smuggled is

Quote:

---

cutting-edge AI technology

---

We are not selling that. We are selling what was cutting-edge technology about a billion years ago (in tech years).

US News

Quote:

---

U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes, and its defence-industrial complex.

---

So, Trump will let NVIDA (an American company) dump it's old tech on China, profit billions, and fun the next generation.

And folks here think this is somehow bad. They would probably ***** about him selling bows and arrows to them also.

I don't know dick about tech, but this seems like a big win. Wait til China says, no thanks.

---

H200s aren't cutting edge but they definitely aren't "old tech". Each one is still being sold for over $30k new and they're being used in current AI datacenter builds like xAI's Colossus 2.

There is absolutely no reason for us to be selling these to China from a national defense perspective.

HTownAg98 said:

---

Science Denier said:

---

From your post, what is being smuggled is

Quote:

---

cutting-edge AI technology

---

We are not selling that. We are selling what was cutting-edge technology about a billion years ago (in tech years).

US News

Quote:

---

U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes, and its defence-industrial complex.

---

So, Trump will let NVIDA (an American company) dump it's old tech on China, profit billions, and fun the next generation.

And folks here think this is somehow bad. They would probably ***** about him selling bows and arrows to them also.

I don't know dick about tech, but this seems like a big win. Wait til China says, no thanks.

---

You should have kept reading the entire DOJ press release to see what they pleaded guilty to smuggling.

Quote:

---

According to court documents, Alan Hao Hsu, also known as Haochun Hsu, 43, of Missouri City, Texas, and his company, Hao Global LLC, both pleaded guilty to smuggling and unlawful export activities on Oct. 10, 2025. According to now unsealed court documents, between October 2024 and May 2025, Hsu and others knowingly exported and attempted to export at least $160 million worth of export-controlled Nvidia H100 and H200 Tensor Core graphic processing units (GPUs).

The H100 and H200 are high-speed GPUs used for AI applications and high-performance computing. They are designed to process massive amounts of data, advancing generative AI and large language models and accelerating scientific computing. These GPUs are used for both civilian and military applications.

---

---

Why would I care what they are smuggling? What we are SELLING is older tech. Tech nobody wants any more.

I haven't gone back to reread this, so if this was already mentioned, I apologize.

From what I read this morning, the US government will take a 25% cut on all sales of those chips to China.

What's that? A 25% sales tax? Is he now effectively charging tariffs each way?

Day one Trump hater here. I'm not sure what the fuss is about. Selling our stuff to other countries is good. As others have pointed out, these chips have been on the open market for years now. Anyone in China who wants to reverse engineer them has likely already done so.

From https://www.nytimes.com/2025/12/09/us/politics/trump-nvidia-ai-chips-china.html

Quote:

---

But he did say that in return, 25 percent of all the revenues from the sales would go to the United States.

With that announcement, Mr. Trump made clear that decisions once made purely on the basis of national security were now up for sale a move of dubious legality, since export licenses cannot be sold under existing federal law.

---

Also, I have to say, it's good to see Trump supporters opposing this openly. Even though I support what Trump is doing here, I recognize that it's a total 180 and a betrayal of his voters. I love people who care more about the issues than being loyal to a politician, regardless of party. We all need to be more ruthless with the people we vote for.

So we're selling them old tech nobody wants anymore, in order to make money (your words). Yeah, that makes perfect sense.

HTownAg98 said:

---

So we're selling them old tech nobody wants anymore, in order to make money (your words). Yeah, that makes perfect sense.

---

Makes perfect sense for us. And, you forgot to add that not only does NVIDA make money, the US makes money.

Of course, I also said China may not actually buy them. So, this genius move may not end up taking place.

Science Denier said:

---

HTownAg98 said:

---

So we're selling them old tech nobody wants anymore, in order to make money (your words). Yeah, that makes perfect sense.

---

Makes perfect sense for us. And, you forgot to add that not only does NVIDA make money, the US makes money.

Of course, I also said China may not actually buy them. So, this genius move may not end up taking place.

---

They already get enough of the profits by taxes. Now you want companies to pay 25% of the gross out of country sales for the right to sell them to other countries?

Don't let anyone ever say you are not in favor of higher and higher taxes.

eric76 said:

---

Science Denier said:

---

HTownAg98 said:

---

So we're selling them old tech nobody wants anymore, in order to make money (your words). Yeah, that makes perfect sense.

---

Makes perfect sense for us. And, you forgot to add that not only does NVIDA make money, the US makes money.

Of course, I also said China may not actually buy them. So, this genius move may not end up taking place.

---

They already get enough of the profits by taxes. Now you want companies to pay 25% of the gross out of country sales for the right to sell them to other countries?

Don't let anyone ever say you are not in favor of higher and higher taxes.

---

You see, when you negotiate, you should get something. I get that with Obama and when Biden came along, folks are not used to actually getting something out of a negotiation. So I understand where this confusion comes from.

But, getting 25% on the sale of junk to China is pretty good. Especially when a US company can also make profit selling it's junk.

It's a win-win.

But, I also get the massive TDS around here, so it's not that shocking most don't get it.

Agree. Also pretty typical that anytime you seek permission from the government to do something, they like you to pay a fee. Not my favorite thing but it's pretty flippin typical.

For the TDSers, jumping to the not so bright conclusion that Trump is sacrificing national security to make a buck or to save face on a trade deal… what is the saying now "outside and touch grass". Obviously not the MSC grass, but damn what it takes to arrive at such poor conclusions is baffling, even though expected by now.

flown-the-coop said:

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Agree. Also pretty typical that anytime you seek permission from the government to do something, they like you to pay a fee. Not my favorite thing but it's pretty flippin typical.

For the TDSers, jumping to the not so bright conclusion that Trump is sacrificing national security to make a buck or to save face on a trade deal… what is the saying now "outside and touch grass". Obviously not the MSC grass, but damn what it takes to arrive at such poor conclusions is baffling, even though expected by now.

---

I would think the bigger risk is that NVIDIA's market cap will be larger than the national debt soon (I jest, I mean, sort of), and politicians will be held hostage to do anything to prop up the share price.

94chem said:

---

flown-the-coop said:

---

Agree. Also pretty typical that anytime you seek permission from the government to do something, they like you to pay a fee. Not my favorite thing but it's pretty flippin typical.

For the TDSers, jumping to the not so bright conclusion that Trump is sacrificing national security to make a buck or to save face on a trade deal… what is the saying now "outside and touch grass". Obviously not the MSC grass, but damn what it takes to arrive at such poor conclusions is baffling, even though expected by now.

---

I would think the bigger risk is that NVIDIA's market cap will be larger than the national debt soon (I jest, I mean, sort of), and politicians will be held hostage to do anything to prop up the share price.

---

You think politicians would act in the interest of the US treasury? Only to the extent it lines their own pockets in the process.

Plus the 25% is a fee, not an equity stake.

flown-the-coop said:

---

94chem said:

---

flown-the-coop said:

---

Agree. Also pretty typical that anytime you seek permission from the government to do something, they like you to pay a fee. Not my favorite thing but it's pretty flippin typical.

For the TDSers, jumping to the not so bright conclusion that Trump is sacrificing national security to make a buck or to save face on a trade deal… what is the saying now "outside and touch grass". Obviously not the MSC grass, but damn what it takes to arrive at such poor conclusions is baffling, even though expected by now.

---

I would think the bigger risk is that NVIDIA's market cap will be larger than the national debt soon (I jest, I mean, sort of), and politicians will be held hostage to do anything to prop up the share price.

---

You think politicians would act in the interest of the US treasury? Only to the extent it lines their own pockets in the process.

Plus the 25% is a fee, not an equity stake.

---

No, I mean than Nvidia will become such a huge portion of the S&P 500 that a collapse in share price would make Enron look like closing a lemonade stand. No politician can afford that.

So government limit on market cap so people do not overinvest in a successful business enterprise?

Seems a bit unamerican to me.

flown-the-coop said:

---

So government limit on market cap so people do not overinvest in a successful business enterprise?

Seems a bit unamerican to me.

---

I'm talking about government propping up the market cap, not limiting it. They have every incentive to do so.

94chem said:

---

flown-the-coop said:

---

So government limit on market cap so people do not overinvest in a successful business enterprise?

Seems a bit unamerican to me.

---

I'm talking about government propping up the market cap, not limiting it. They have every incentive to do so.

---

?

How does a government prop up market cap? How specifically are they doing so with NVIDIA?

And what is there every incentive to do so?

Nvidia has around $10B in physical assets. Yes, they have a ton of IP, maybe $100B-plus. But patents aren't worth crap unless you license them, use them yourself, and fight like heck anytime there is potential infringement.

Meanwhile, you've got private citizens sitting on $5T in paper gains.

94chem said:

---

Nvidia has around $10B in physical assets. Yes, they have a ton of IP, maybe $100B-plus. But patents aren't worth crap unless you license them, use them yourself, and fight like heck anytime there is potential infringement.

Meanwhile, you've got private citizens sitting on $5T in paper gains.

---

They have over $40b in cash and equivalents, $23b in receivables and $10b in inventory.

Their net income was $100b.

They may be overvalued, but to act as though they are Enronish simply ignores reality.

Physical assets are shown net of depreciation so that has to be factored in.

Science Denier said:

---

HTownAg98 said:

---

Science Denier said:

---

From your post, what is being smuggled is

Quote:

---

cutting-edge AI technology

---

We are not selling that. We are selling what was cutting-edge technology about a billion years ago (in tech years).

US News

Quote:

---

U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes, and its defence-industrial complex.

---

So, Trump will let NVIDA (an American company) dump it's old tech on China, profit billions, and fun the next generation.

And folks here think this is somehow bad. They would probably ***** about him selling bows and arrows to them also.

I don't know dick about tech, but this seems like a big win. Wait til China says, no thanks.

---

You should have kept reading the entire DOJ press release to see what they pleaded guilty to smuggling.

Quote:

---

According to court documents, Alan Hao Hsu, also known as Haochun Hsu, 43, of Missouri City, Texas, and his company, Hao Global LLC, both pleaded guilty to smuggling and unlawful export activities on Oct. 10, 2025. According to now unsealed court documents, between October 2024 and May 2025, Hsu and others knowingly exported and attempted to export at least $160 million worth of export-controlled Nvidia H100 and H200 Tensor Core graphic processing units (GPUs).

The H100 and H200 are high-speed GPUs used for AI applications and high-performance computing. They are designed to process massive amounts of data, advancing generative AI and large language models and accelerating scientific computing. These GPUs are used for both civilian and military applications.

---

---

Why would I care what they are smuggling? What we are SELLING is older tech. Tech nobody wants any more.

---

Again - you're wrong.

I work in this space for a major AI manufacturer. I assure you enough customers want new H200 cards that they have months long lead times in some configurations.

That tells me plenty of organizations not on the ITAR export list still want this tech. There's absolutely zero need to sell these to China.