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I think another thing to highlight here is a loss of trust in Jensen's judgement. Prior to this incident, it was plausible to think that Jensen's interest in promoting chip sales to China was based on either benefiting NVDA shareholders or because he truly believed it would prevent China from developing competing AI hardware.
Now, there's an additional layer where his motivations in chip sales to China could have been influenced by his relationship with Alice Huang rather than what's best for the US or NVDA shareholders.