While humorous, I have not seen any evidence that Ms. Huong was a spy for the CCP.
From Grok:
- 2025 (Trump administration): Licensing requirements hit the H20 (and equivalents), causing Nvidia write-downs (initially flagged at up to $5.5B, later ~$4.5B). Licenses were later issued for some H20 sales. By late 2025, the US approved H200 shipments to approved Chinese customers with a 25% fee to the US government (chips typically routed Taiwan → US security review → China). Blackwell-class and newer chips (e.g., Rubin) have remained restricted or not approved for China.
- China-side limits: Beijing has restricted or delayed large-scale imports of even allowed chips (including H200s) to favor domestic alternatives like Huawei. As of early November 2026, roughly 600,000 H200s were reported stranded in Hong Kong awaiting Chinese import approvals, with only limited smaller shipments (e.g., ~10,000 each to some major internet firms) getting through. Gray markets and intermediaries continue for restricted chips.
Nvidia’s loss may become Musk’s honor.

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