Hadi Farnoud – هادی فرنود

Here's my conspiracy theory on the whole Nvidia-Jensen scandal. US intel knows everything since long ago. They are not naive. They played China using Jensen. They allowed a certain category of chip smuggling. They allowed American AI companies to let go of their LLMs. They allowed distillation of top US models. They let China develop all the opensource models and release them thinking it will dilute US AI monopoly and hit US AI companies revenue. They kept Chinese companies busy in useless pursuits with weaker chips. But beyond Jensen talking in support of chip sales to China, and Nvidia exporting certain chips (fully monitored by the US), nothing much came out good for China in this operation. They realized this months ago. Their western short-selling hit-job firms (that they use to attack companies in other countries as part of unrestricted war) were talking about such scandals already. What's happening now is a frustrated power and its agents in the US leaking half baked intel via GLISCO media to attack Jensen, Nvidia, and broader US-AI market. They want to hit Nvidia, trouble Jensen, and cause a wider US market crash affecting US-AI companies. So as to curtail their investments and their progress with AI. Just look at who leaked this report, and the media who are all creating stories on Jensen alleging something like he gave away state secrets. They all seem the usual GLISCO infiltrated. They regularly attack Trump, US-AI, and do hit jobs against US interests. They also regularly hit Modi, Adani, Ambani, Tata etc, that's a different story. So what's gonna happen? Some of their agents in the US are having good leverage now politically to investigate AI companies in the pretext of "aiding a foreign power." They timed this hit job perfectly and in earnest. From now, we will see Jensen troubled legally and more issues come out for AI companies in the US. There will be more hit jobs too on American entrepreneurs just like they try to hit Adani, Ambani, TATA in India as they work in strategic sectors for India. The aim is to affect the market cap of these US AI companies, their spending capacity, and bring more regulations to control what these US AI companies do. To prevent the US from getting ahead in AI. But in my view, these issues will be temporary. Nvidia and Jensen will come out of this fine. They have great backing from the Trump admin and the other DS that runs it. Whatever show may be put up in the US regarding Jensen and Nvidia will be just that - another show to mislead China thinking their assets are working for it. Nvidia may be hit temporarily, and pull all its AI customers and tech peers down, but it will rise up again. I can sense a failed hit job done in desperation very early. And this is one.