GPUs flowing to China 'under the radar' is an open secret, says Naveen Rao
NaveenGRao · x · 2026-11-11
Naveen Rao argues GPUs going to China "under the radar" is the illegal immigration issue of the AI world — nominally bad, but everyone has reasons to look the other way.
- American companies say they don't want to help China in the AI race, yet many now depend on the open-model Chinese ecosystem
- His own sleuthing suggests Southeast Asian neoclouds likely had Chinese customers
- He hopes Jensen Huang isn't scapegoated, as no single person enabled this
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