Jensen Huang

NVIDIA CEO. Controls the absolute silicon chokepoint of frontier AI compute — H100 and Blackwell architectures, ~90% of global AI training compute. Glasswing member.

SMCI smuggling axis: The $2.5 billion NVIDIA A100/H100 diversion to China via Liaw (SMCI co-founder indicted March 2026) occurred under NVIDIA's supply chain. Engine read: the sanctions staged conflict operates under Jensen's monopoly — the public story is export controls, the substrate reality is cross-adversary silicon flow.

As A Glasswing member, NVIDIA ensures hardware optimizations for gated models remain within the cartel's visibility. The DeepSeek V4 withholding (granting Huawei / Cambricon early access over NVIDIA / AMD) is the adversary mirror — Jensen is gated from the Chinese side just as the public is gated from the US side. Bifurcation confirmed on both axes.