A little teaser from GN for a story on the Chinese black market for GPUs
PSST, come closer. I'll let you in on this big secret: the video is TIMESTAMPED. You can jump to any section and see the interview or part in question. He documented his entire visit there, multiple interviews and days of inquiring around to see how easy it is to get supposedly banned hardware at the street level.No way I'm going to watch this. There's no excuse for being this long and I doubt that he really went that deep as he claims.
Nvidia’s revenue from Singapore reached a record high of $9 billion this quarter — accounting for 20% of total revenue.
This doesn't include an additional $5.5 billion in sales to China and Hong Kong. Combined, nearly $15 billion, or about one-third of all revenue this quarter, is tied to China, chip smuggling, and Chinese customers. Nvidia’s latest 10-Q includes the longest disclaimer they’ve ever written regarding Singapore revenue — seemingly an attempt to calm down those watch them.
PSST, come closer. I'll let you in on this big secret: the video is TIMESTAMPED. You can jump to any section and see the interview or part in question. He documented his entire visit there, multiple interviews and days of inquiring around to see how easy it is to get supposedly banned hardware at the street level.
But let me help you more, don't even click on the GN video again. Read this tweet below:
View attachment 128896
You may never finish itThis would be much better as a multi part series. I'm 2hrs in. 3 days later.
I watched the whole thing and found it pretty fascinating. (Glad I did before Bloomberg went after them)This would be much better as a multi part series. I'm 2hrs in. 3 days later.
Sounds like how Nvidia said there was "no way" for them to track GPU sales that went to mining. Knowing Nvidia, they consciously and willingly turn a blind eye to some of this stuff all in the name of making profit.I watched the whole thing and found it pretty fascinating. (Glad I did before Bloomberg went after them)
The ease at which they can remove a 4090 24GB and turn it into a 4090 48GB on a custom PCB was eye opening.
So was how NV is playing all sides which ends up with them increasing “sales” to China without actually selling to China.