Commentator questions why Jensen Huang resists Taiwan contingency planning

JacquesThibs · x · 2026-11-11

Citing a new book, a commentator says Jensen Huang refused to consider the impact on Nvidia's global business if China were to blockade or invade Taiwan, despite repeated threats from Beijing; the book reportedly notes Nvidia had done no contingency planning for that scenario.

The poster says this fits his model of Huang as someone who loves Nvidia and wants to keep scaling training as big as possible, since losing China while enabling a future competitor is bad business — but he can't square that with opposing a Taiwan contingency plan.

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