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I am not sure I buy this argument that Nvidia management was complicit, but it does need investigation.


As the article states, Singapore accounted for 20% (!) of Nvidias total revenue. You think management wasn't aware that something was going on? A country with about 2% of the GDP of the US and non of the large AI companies? Management either was involved or willfully looked the other way the alternative is that they are so grossly incompetent and non-involved in the company that it's hard to believe.


Singapore is a normal billing location for semiconductor products. It's roughly 20% for Intel as well https://www.intc.com/filings-reports/all-sec-filings/xbrl_do...


It's also roughly 20% for another company selling sanctioned products? Hmmmmmmm. Yes. Very normal, nothing to see here.


That’s like getting surprised that Delaware accounts for 60% of Fortune 500 companies. Singapore nowadays is the main financial hub that connects the East and the West.


Willful ignorance, at best.


Yeah…why would they need to bother with secretly arranging for their gpus to go to China given that there is excess demand in the free world.


This will continue until you put management people in prison. "Sales gonna sales" can't be the excuse forever.


Yep. They'll just fine the company.


Are the laws written such that companies as large as Nvidia have zero accountability over the destination of their products that may violate laws?

They don't need to track down every unit, but 20% of revenue ending up at a Singapore address might warrant some understanding of the end destination?




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