joshua rosner

The story keeps getting crazier. To recap everything that has been reported so far: - The US intelligence community discovered that Jensen Huang, the CEO of the largest company in the world, was sleeping with Alice Huang, a Chinese spy and an executive at Megaspeed. (FT) - Multiple independent investigations have concluded that Megaspeed is likely a Chinese cutout, which helps Chinese companies access AI chips or circumvent export controls. (NYT and Bloomberg) - The US intelligence community also concluded that Alice Huang’s goal was to convince Jensen to lobby the U.S. government to loosen export controls on advanced AI chips. (NYT) - The intelligence community relayed this information to “a small group of top US government officials” earlier this year. (FT) - Over the last year, Jensen Huang has repeatedly lobbied the U.S. government to loosen export controls on advanced chips. @BISgov has done so, not only by permitting the export of H200 chips to China, but also not enforcing export controls that would have required a license for exports of the most advanced Blackwell chips to Megaspeed and Southeast Asia. - Although @CommerceGov leadership was presumably briefed on this information by the U.S. intelligence community, @BISgov has taken no actions to tighten controls on Megaspeed or Southeast Asia. - Megaspeed remains a preferred cloud partner of Nvidia, and continues to receive Nvidia Blackwell chips despite employing a Chinese spy who reportedly is romantically engaged with the CEO of Nvidia. - Tens of billions of dollars worth of AI chips have been exported to Southeast Asia this year alone, and Malaysia and Singapore are now two of the four largest importers of AI chips in the world. What is going on here??? We need answers. The question of who gets the most advanced AI chips in the world is literally the defining strategic question of our time. And not only does it seem like the MSS may be directly influencing the debate on export controls in the United States, but also @CommerceGov is refusing to listen to the warnings of the IC on this issue. What is a POSSIBLE good explanation for why Megaspeed is still receiving chips? Why is there not a license requirement for AI chip shipments to all of Southeast Asia? This is beyond strange at this point. The fallout from this story will be massive. Obviously, the motivations underpinning Nvidia’s policy views opposing export controls must now all be questioned. But also, how did @BISgov sit on this information and has still taken no actions? We need answers.

BREAKING: This may be the worst 48 hours in cybersecurity history. Some are calling it “Black October.” Almost every hour brings a new incident that, in a normal year, would rank among the year’s biggest. THE LAST 48 HOURS: Year-defining incidents: PHP2Shell: A flaw in the software behind ~70% of websites. Governments took sites offline. eMudhra: Master keys that verify websites are real were cracked. One was reportedly the number 4. California: Data on every public school student since 2023 stolen, including disability status. Railway: Hackers stole customers’ secret keys from a hosting platform used by millions of developers. Zeabur: 321,810 accounts breached. The company is shutting down. LiteLLM: An AI tool downloaded 3.4 million times a day was laced with a password stealer. GitLab: A maximum-severity flaw in every version since 2014. Cairn: Criminals used an AI hacking tool to break into 100+ companies. Ahold Delhaize: Hackers knocked the owner of Food Lion and Stop & Shop offline. Onamae: Malware planted on up to 26,739 customer servers in Japan.