> We believe the US intelligence community is a large part of the push to get Jensen out of Nvidia.> This sort of legisl...

> We believe the US intelligence community is a large part of the push to get Jensen out of Nvidia.> This sort of legislation will have consequences, and we don’t think politicians are thinking them through.> Maybe biggest of all: open source is under attack. It’s an open secret that Nvidia works directly with the Chinese labs on open source and helping them optimize GPUs and models. These labs utilize Blackwell GPUs, which Nvidia knows. The US open source ecosystem and many startups rely on Chinese AI models. This is significantly impaired with Jensen gone and the China hawks winning.https://newsletter.semianalysis.com/p/nvidia-and-the-world-without-jensen#AI #Nvidia #JensenHuang