7 posts on SDAD Writes.
Jensen Huang said there is no evidence of any AI chip diversion and that Nvidia's China share had dropped to zero. Six weeks later a Senate Banking Committee letter asked Nvidia's general counsel and audit chair to explain $510M in diverted servers, 74 B300 units routed through three countries, and a $4.5B write-off that Nvidia's own 10-K already disclosed. The documents are public. I read them.
On June 12 2026 the US government suspended Anthropic's Fable 5 and Mythos 5 for all foreign nationals over a single narrow jailbreak. Anthropic's own testing found eight other models, from Claude Haiku 4.5 up through GPT-5.5, could do the same thing. Three days after launch, a control aimed at the dangerous model denied the safe one to everyone, including US customers.
Part 5 closes the AI Pipeline deep dive: the full stack laid bare as a chain of seven monopolies, the evidence on whether AI is producing real value, what every layer's kill switch means, why nothing about the current arrangement is stable, and what a country that owns none of it can do.
Part 4 of the AI Pipeline deep dive: AI compute hubs exist in only about 30 countries, and India is the world's biggest consumer with almost no ownership. 20% of global data, 3% of data centers, the 1989 Mohali fire, a fab starting two decades behind, and the first credible counter-moves in decades.
Part 3 of the AI Pipeline deep dive: the three clouds and five labs that buy everything parts 1 and 2 make, NVIDIA's software moat, the custom-silicon rebellion, and the full four-year timeline of export controls, mineral curbs, and counter-moves between the US and China, with Russia as the cautionary tale.
Part 2 of the AI Pipeline deep dive: the ASML EUV machine that prints the world's chips, the Zeiss mirrors polished to below one atom of roughness, TSMC's 70% foundry grip, the HBM oligopoly, and the single suppliers (including an MSG company) hidden inside the machine.
Part 1 of the AI Pipeline deep dive: before AI is software, it is sand, quartz, rare earths and gallium from a handful of mines, drawn into chips by three American software companies on two proprietary architectures. The ground floor of the most concentrated supply chain humans have ever built.
