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Whether or not there's proprietary information espionage going on, there are no other explanations on the table for Megaspeed being able to buy billions of dollars of Nvidia chips other than that they are cut out and smuggling channel.
replyI'm not even that bothered about those chips going to China. But, like a lot of other aspects that leave us wondering how big and how fragile an AI bubble exists, the fact that billions of dollars of Nvidia revenue is from a reportedly priority customer that isn't actually using the chips is the problem.