Arnaud Bertrand (@arnaudbertrand)
On a Substack notes page, Arnaud Bertrand disputes the Alice Huang spy story, saying the Chinese government does not want Nvidia chips — citing Bloomberg and Reuters, he says it ordered Alibaba and ByteDance to cancel Nvidia orders in 2025 and that 600,000 H200 chips sit stuck in Hong Kong. He argues Megaspeed was a private-sector workaround renting Southeast Asian data centers to Alibaba, that no evidence Huang is a spy has been published, and that the MSS inquiry makes more sense as scrutiny of a policy workaround; commenters weigh in, and Susie Boniface writes on Russell Brand among other notes.
