00:00The Taiwan investigation, so prosecutors there are suspecting that at least one shipment of NVIDIA i-chips was smuggled to
00:07China.
00:08Could that blow back against NVIDIA? We've seen this before, haven't we?
00:13Yeah, we have. I mean, also there's been lots of scrutiny around the Singapore hub for NVIDIA
00:18and whether that's kind of been a platform for leakage of their technology into the China market.
00:24You know, I think obviously that there's Supermicro in the middle of this one.
00:28So I think it's clearly NVIDIA kind of pushing the responsibility on the supply chain leakage to Supermicro.
00:35But, yeah, I think it's inevitable that as China looks to kind of close the gap on U.S. technology,
00:42that some of their companies look at ways to kind of get access to NVIDIA's AI chips,
00:48you know, to kind of help them understand the technology and build their own large language models
00:53that kind of really kind of move the industry forward.
00:56Yeah, exactly. To be expected, as you say, this kind of potential criminality.
01:00Matt Bloxham, thank you so much. Matt Bloxham of Bloomberg Intelligence.
01:03Thank you so much.
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