Investor pushes back on WSJ: Southeast Asia GPU clouds are America's legal AI backdoor
GavinSBaker · x · 2026-11-15
Investor Gavin Baker disputes a WSJ investigation into how NVIDIA's Jensen Huang built massive Southeast Asian data centers that exploit a gap in U.S. sanctions to supply Chinese companies with compute and allegedly cover chip smuggling.
Baker argues a more accurate headline would be: "The completely legal backdoor that guarantees America will stay ahead of China in the AI race while giving America immense leverage in any future conflict" — noting the route was legal under both the Biden and Trump administrations.
He also flags a blind spot: the article never mentions the American hyperscalers that operate GPU clouds in Southeast Asia.
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