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> These guys have unlimited money, why are they still transporting with regular couriers?

Commercial shipments don’t work like when you receive a package from Amazon. The terms of the freight, including the point at which ownership is handed off, are negotiated terms. An $11.4 million contract would have this negotiated and agreed upon. Depending on how it’s structured, the shipment may not have been the shipper’s responsibility at all after it left the warehouse.

> I can't imagine their insurance is too happy about it either.

Insurance would take the risk of the transport method into account. The policy would say what transport methods are covered and the allowed methods would be used to calculate the risk of loss.

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I usually have two options. FOB origin, where I assume ownership when the item leaves the seller’s dock. FOB destination is more expensive, but the seller maintains ownership until the item is delivered to my choice of destination.

https://en.wikipedia.org/wiki/FOB_(shipping)

I always pay for FOB destination when ordering high value items. I bought two 250kVA UPSes from Eaton and one of the pallets tipped over on the truck.

The 2% I paid for FOB destination meant Eaton delivered another 250kVA UPS at their cost. Unsure if Eaton was made whole by the shipper or not.

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This, exactly. There's a pretty good chance this is all on the buyer, by contract.
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> These guys have unlimited money, why are they still transporting with regular couriers?

Because decisions about how to handle individual units are made based on unit economics. And if you have unlimited money $10 million in lost goods is a rounding error that doesn't require any action.

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Brilliant. You're hired ;)
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11M worth of chips is very small stakes for all involved[1]. It is just about two NVL72 racks worth.

Every logistics operations expects a certain percentage of theft, they insure for it. The cost of securing has to be less than cost of loss. The logistics departments are doing 10's of billions of dollars every month to every hyperscaler and all the neoclouds all over the country (and internationally).

Even military logistics routinely losses high value items - from the recent f-35 part they tried to ship via HK(and lost to China) to even full nuclear bombs that are lost to this day from the cold war era.

If we cannot secure nuclear bombs 100% during transit, there isn't going to be 100% success for computer chips.

[1]Even for foreign adversaries, probably not worth the risk of the scandal just to get two racks. They need orders of magnitude more - the South East Asian route in the news this week seems to be $5-10B worth of chips for context.

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There's a lot more than just this incident, and not just GPUs.

https://www.tomshardware.com/tech-industry/big-tech/data-cen...

Maybe there's going to be a GTA 6 mission based on this eventually..

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I don't have an answer just anecdotally I know we'd use UPS (not even usps) to ship classified documents when I worked at the DOE
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USPS accidentally delivered a bunch of classified military documents to my parents house when I was a kid. Some government official came out to personally take them back and thanked my parents profusely for returning them.
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A classified F-35 component was shipped using UPS and it somehow ended up in China

https://www.cnbc.com/2026/09/24/chinaf-f35-components-hong-k...

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In the early 00s I worked in print production and we printed a ton of material for the DoE. Their own employees would give us classified documents to print into binders for presentations/meetings all the time. We were basically a Kinkos...
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UPS also somehow delivered stealth F35 Parts directly to China... no espionage required
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If you have unlimited money, it also means that $11.4M is nothing to you.
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1. This was 6 pallets, not really a large shipment.

2. Was it an issue with the courier? The article makes it sound like it was picked up by a truck that wasn't supposed to

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It's a question of how often it fails and how much it costs to fix it. If they can save $1 on average by doing it the dumb way, then that's what they'll do.
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1/ their insurance doesn't give a fuck

2/ why would the FBI get involved in local police matters?

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Well, it's an interstate commerce incident, which is squarely within the FBI's purview.
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Even as someone very skeptical of the application of the 'interstate commercial clause', I must say this is a crystal clear example of it.
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As we've heard repeatedly this week, for unrelated reasons, it's also national security issue. That's definitely FBI purview
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I’m not concerned at all about China, why are you? Have they threatened you in any way? How? Engage the question with intellectual honesty.

This is the point Jensen staked his legacy on, he will be proved right.

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Im not threaten by China at all, there should be no sale restrictions. However I also don't think CEOs should be able to sidestep government regulations that they operate under and I hope he gets nailed to the wall over this.

If I got caught selling even a handful of restricted GPUs to China, I would be in prison. If we want to even pretend we live under the Rule of Law, this guy should be too.

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> However I also don't think CEOs should be able to sidestep government regulations

Why not?

Is Nvidia an American company or a global company?

Jensen is right, logical and pragmatic

> I hope he gets nailed to the wall over this

Hope whatever you want to hope, go look at your local towns and cities and tell me how they’re doing. Go see what our retarded mindset of self-harm did to us.

>Rule of Law

What a nice pipedream. America can’t be a place of dreams and of wanting harm to others at the same time, you’ve gotta pick a lane buddy. The jingoism is coming from a tiny tiny handful of people, most Americans don’t give a fuuuuuck and just wanna have fun. There’s no reason for us to restrict or fight China it’s the dumbest shit, they’re so innovative

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Do you think I'm the FBI? Why are you asking me this like I'm the one making the claims? All I did was report what is being said about the situation. Also, nobody asked if you were concerned. Why is your opinion important or interesting in any way regarding this. Are you Jensen using an alias?
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Jensen is simply right and an actual legend in the valley
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> 2/ why would the FBI get involved in local police matters?

Because as far as the US government is concerned, GPU technology is an export-controlled, somewhat sensitive item. Like non-nuclear components for nuclear weapons, in a way.

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jensen is right, comparing GPUs and AI to nukes is lunacy holy fuck, which planet are you on?

Do you know what modern nukes do? They’re horrific. Token generators and JEPA are cute science experiments, barely useful at all. Prove me wrong.

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their insurance doesn't give a fuck

When the company doesn't care, the insurance still cares.

When the police don't care, the insurance still cares.

Insurance always cares.

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death, taxes and insurance caring about these things
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the insurance doesn’t care in the slightest and is happy with this particular trade, many shipments don’t get stolen

It’s baked into the cost

Insurance cares about losing hundreds more billions on hurricanes and floods, and even then they barely give a fuck. Nobody cares about some little shitty shipment

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slightest and is happy with this particular trade, many shipments don’t get stolen

Clearly you've never owned a business or dealt with commercial insurance. Perhaps stop replying since you don't know what you're talking about.

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Yeah, the FBI is busy felatios for Binance and their billion funny-dollar coins!
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