Here's what smart people are saying about Nvidia's investigation of CEO Jensen Huang

Chris McGuire, a senior fellow at the Council on Foreign Relations, said the US Department of Commerce shared blame for the national security threat.

He said the department has enacted policies that make it easy for China to access Nvidia most advanced chips.

“@CommerceGov leadership knew that Jensen was sleeping with a Chinese spy and that Megaspeed was a Chinese cutout, but still actively opposed any policies to tighten export controls on Nvidia chips. Why?” he wrote in an X post on Sunday.

“Commerce could have blocked chip shipments to Megaspeed the moment it found out that it was run by a Chinese spy, but it did not. Commerce has also refused to enforce regulations—which ironically remain on the books—that would require exporters to apply for a license to ship large numbers of AI chips to untrusted entities in many countries, which would prevent China from using shell companies like Megaspeed to buy controlled chips,” he added.

McGuire said it’s important that Nvidia takes national security issues more seriously, but also called on the US Department of Commerce to “tighten up export controls.”