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Taiwanese semiconductor analyst Andrew Lu’s take on the recent scandal involving Jensen Huang: Why the US Seized on the Scandal to Draw Its Sword: Three Strategic Objectives The purpose of this scandal is by no means to expose an affair. It is to force through three critical objectives that had made no headway in the tech war between the US and China because Jensen Huang opposed them. The first cut: Completely destroy the legitimacy of Jensen Huang's lobbying against sanctions in Washington Over the past two years, the loudest and most influential business leader in Silicon Valley opposing a total ban on chip exports to China has been Jensen Huang. He has told the White House the same thing all along: "Cede the Chinese market to Huawei, and the only one that ends up dead is the American tech industry." But the moment US intelligence labels the woman named as Huang's affair partner "a spy working for China's Ministry of State Security who sought to steer the US toward easing its chip controls," every bit of lobbying he has done for looser controls takes on an entirely different political meaning. It becomes a national security matter, raising the possibility that a foreign spy used a secret relationship to exert influence. Huang can no longer say a single word in defense of the Chinese market before Congress or the White House. If he does, he will be branded as someone who "fell for an intelligence operation and still hasn't come to his senses." The second cut: Reverse the H200 export approvals for China and sever the link between Chinese shell companies and Southeast Asian smuggling networks Look at the timing of the two reports. On November 8, the very day the Jensen Huang scandal broke, The New York Times published an investigation for which its reporters went in person to dozens of Chinese companies that the US Commerce Department had approved to handle Nvidia's H200 chips. New Matrix in Beijing was one of them. According to the report, the registered addresses of companies approved to buy the chips turned out to be empty "ghost offices," and some of the companies had close ties to entities on US sanctions lists and to firms under contract with the Chinese military. One exposé says Nvidia's CEO was having an affair with a female spy from Megaspeed, the Singapore company that handled the chip smuggling. The other says the Chinese companies Commerce approved to buy H200s are nothing but shell companies trading on behalf of the Chinese military. The aim of these two reports is clear. They are meant to pressure the Trump administration and the Commerce Department into fully revoking or freezing H200 export approvals for China and, going further, to force a sweeping overhaul of the loophole that let chips be diverted through data centers run by third parties in Singapore and elsewhere in Southeast Asia. The third cut: Put Nvidia on a national security leash through congressional oversight and an independent investigation As the world's largest company by market cap and the dominant force in AI, Nvidia has until now enjoyed broad autonomy in how it runs its business. But in the wake of this incident, the three congressional committees responsible for China, foreign affairs, and intelligence have begun examining Nvidia's internal security measures directly. They have even pressured Nvidia's board into forming an independent investigation committee to look into the company's own founder and CEO. In effect, Washington's national security establishment has planted a watchdog right inside Nvidia's board. From now on, the goal is to make sure that everything, down to where each and every one of Nvidia's high performance chips ends up, conforms strictly to US national security strategy. It also means there is no more room for skirting the edge of the rules or releasing chips with specs specially tailored to regulatory thresholds. Conclusion "The scandal was a detonator set off right on cue. The real goal was to plug the holes chips were leaking through." Jensen Huang made the fatal mistake of letting his guard down in his private life and personal relationships. In the end, he fell into a honey trap, the textbook tactic of intelligence warfare, and was compromised. America's national security and intelligence agencies ruthlessly exploited the weakness his private life had exposed. As a result, they solved three thorny problems in a single stroke: Nvidia's lobbying at the White House to ease restrictions on China, the flow of H200 chips into Chinese shell companies, and smuggling routed through Singapore. The closed congressional hearing set for November 18 will be the decisive turning point at which the US moves in earnest to tighten its sanctions on China's AI compute even further.

【現代の"草摺（くさずり）"】戦場の進化がたどり着いた答えは、まさかの「戦国甲冑」だった！？ 見た目はまるでスカートや古代ローマの防具、あるいは日本の鎧の「草摺（くさずり）」。 実はこれ、ウクライナのアーマーメーカー（Balistyka社など）が最前線のリアルな戦訓から開発した「バリスティック・キルト（腰回り用防弾アーマー）」です。 ■ なぜ今、スカート型アーマーなのか？ これまでの対テロ戦争（非対称戦）では、機動力重視の「軽量なプレートキャリア」が主流でした。 しかし、現在のウクライナ戦線のような大規模な砲撃戦・ドローン戦では状況が一変。最大の脅威は小銃弾よりも「砲弾やFPVドローンの破片（フラグメンテーション）」になりました。 ■ 守るべきは「大腿動脈」と「骨盤」 破片が下半身、特に太ももの付け根（大腿動脈）や骨盤・鼠径部に直撃すると、止血帯（ターニケット）すら巻けず数分で致命傷になります。 かといってガチガチの重装甲にすると歩兵が動けない……。 「機動力（歩幅・しゃがみ動作）を殺さず、腰回りと大腿動脈を360度破片から守る」 この矛盾を解決するために導き出されたのが、パネルを分割して重ねる「スカート構造」でした。 人間の急所（動脈や関節）は数千年前から変わらないため、防御と機動性を突き詰めた結果、最先端の超高分子量ポリエチレン（UHMWPE）装甲が「日本の大鎧」や「ローマ軍団のプテリゲス」と同じ形に先祖返りしたのです。 最先端テクノロジーが導き出した"機能美の極致"。ロマンが詰まりすぎていませんか……？ #ミリタリー #タクティカルギア #ボディーアーマー #ウクライナ #現代戦 #サバゲー #軍事

蠢人多作怪的實例。 人需藏拙，不擅長的部份要藏好，不被發現，不是一直急著跳出來展示最糟的部份。 ○萬安最糟的部份: 低能智商 蔣萬安2場專訪談輝達「近100%同步」 周軒酸：見證奇蹟－ youtu.be/k21ROeSdgiU?si=Xqh5…

China’s CSI 300 vs the US S&P 500 If you invested $1000 every month since 2005 It’s crazy how massively the S&P 500 underperformed till 2012

突发！习近平直播连线户晨风！ 刚开口说话，直播间突然被封，连线被迫中断！