Jensen instrumental in price extortion policy of industry, and fraud as to both promoting social overspending, and that the tech leads to broader shared prosperity. Since early 2025, every quarter, datacenter sales of Nvidia chips have been well over announced western client datacenter capacity (sovereign and replacement sales would explain part of this, as would hoarding), and flow to China was likely happening. Plenty of legal SEA datacenters with 90% of traffic routed to China too.
None of this was harm to Nvidia. It's harm to rest of us through extortionist pricing. Trump corruption is a factor here, but the war on Iran is too. War on Iran needs China's permission.