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Susan Li: Analyst Andrew Lu questions proof of espionage in Nvidia scandal

Susan Li: Analyst Andrew Lu questions proof of espionage in Nvidia scandal
Nvidia scandal draws espionage questions

Semiconductor analyst Andrew Lu has questioned whether there is definitive proof that a Chinese executive involved in the Nvidia scandal was a spy, or if the situation centers on using details of a private affair to suppress any lobbying related to AI chip exports to China.

Susan Li highlighted Lu's questions as the current best assessment of the ongoing Nvidia controversy, without offering a personal judgment on the issue.

Susan Li previously reported that Anthropic's top five customers accounted for about 25% of revenue in the nine months ended September 30, with no single customer contributing over 10% during that period. She also noted that Apple fans lined up in New York for the debut of the foldable iPhone duo, though crowds were smaller than for earlier iPhone launches on 5th Avenue. Li's recent coverage continues to focus on key developments in both the technology and consumer electronics sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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