Photon Capital(@PhotonCap):- US government approves $NVDA H200 chip sales to Chinese firms with connections to blacklisted entities. - New Matrix, an approved buyer, operates from an empty office with no verifiable business operations. - Pattern suggests inadequate vetting by Commerce Department and $NVDA despite national security concerns. > The oversight gaps in export control enforcement suggest that $NVDA's China market access under Trump administration relaxation may enable circumvention despite formal vetting processes, raising questions about the effectiveness of the 15-percent sales revenue arrangement as a compliance mechanism.

2026.11.07 19:09

- US government approves $NVDA H200 chip sales to Chinese firms with connections to blacklisted entities. - New Matrix, an approved buyer, operates from an empty office with no verifiable business operations. - Pattern suggests inadequate vetting by Commerce Department and $NVDA despite national security concerns. > The oversight gaps in export control enforcement suggest that $NVDA's China market access under Trump administration relaxation may enable circumvention despite formal vetting processes, raising questions about the effectiveness of the 15-percent sales revenue arrangement as a compliance mechanism.