Ana Swanson (@AnaSwanson) header
Ana Swanson (@AnaSwanson) profile picture

I write about trade and international economics for the New York Times, formerly WaPo. 'A special kind of nerd'

Washington, D.C.
Joined November 2008
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Ana Swanson retweeted
This is true. Here is the @nytimes story from Oct. 2025: nytimes.com/2025/10/09/techn…
The strangest thing about the whole Jensen Huang story is that it first appeared in virtually every detail over a year ago (in the NYT). In all the time since no-one seems to have cared. Did no-one... notice?
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Bloomberg confirms our reporting today and adds an interesting detail - Nvidia was asking Commerce about Alice Huang’s detention in Singapore
Before Nvidia's lawyer started emailing BIS staff about their Megaspeed investigation, he called Jeffrey Kessler, who runs BIS. He wanted to know whether BIS was involved in Singapore's recent detention of Alice Huang Nvidia says Teter didn't know of the affair at the time
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Ana Swanson retweeted
Yet another wild turn in the Jensen spy saga:
New: The Commerce Dept investigation into Megaspeed, the firm led by the Chinese spy who had a relationship with Jensen Huang, was suddenly suspended last year after an interaction between Nvidia and a top Commerce Department official. nytimes.com/2026/11/09/busin…
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New: The Commerce Dept investigation into Megaspeed, the firm led by the Chinese spy who had a relationship with Jensen Huang, was suddenly suspended last year after an interaction between Nvidia and a top Commerce Department official. nytimes.com/2026/11/09/busin…
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The incident raised questions about what Kessler and Nvidia discussed, and the possibility that those discussions could become their own focus of inquiry. To avoid any compromise, the investigation was transferred to the Justice Dept, which is now conducting a criminal inquiry.
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Nvidia opens investigation into Jensen Huang's relationship with Chinese spy. Remarkable turn in the story overnight in Asia. Wild to think it all started with our reporting a year ago on a suspicious chip importer called Megaspeed: nytimes.com/2025/10/09/techn… nytimes.com/2026/11/08/techn…
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Commerce approved a company called New Matrix this year to assemble Nvidia's H200 chips into AI servers. But when the Times visited the site of its listed office, it was mysteriously vacant. People there had no records of this company.
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Commerce has approved roughly two dozen firms to buy or handle the H200s, including Baidu, BYD and Tesla Shanghai to buy H200s, though actual sales have been quite limited.
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Commerce says it carefully reviews all licenses for national security risks. Nvidia said that China had strictly limited sales of the H200s but that the sales support American jobs and manufacturing.
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Ana Swanson retweeted
U.S. Cleared Nvidia Chips to Chinese Firms With Empty Offices and Troubling Ties nytimes.com/2026/11/07/busin… via @NYTimes The Commerce Department has approved dozens of Chinese companies to handle Nvidia’s H200 chips, some of which have ties to firms under sanctions over national security.
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New big turn in our Singapore chip-smuggling investigations: U.S. officials believe the mysterious business woman seen with Jensen Huang in Taiwan in recent years is a Chinese intelligence asset. Pres. Trump was briefed but took no action. nytimes.com/2026/10/29/us/po…
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