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Ousting Jensen Huang over an unproven spy story is a self-inflicted wound on America, Apple firing Steve Jobs all over again but bigger. The attorney general reached no conclusions, the CIA isn't convinced and the DNI called the reporting "over-torqued." The one crime anybody can actually point to is the leak of a classified memo.
Nvidia takes a hit, sure, but American AI just got handed a gift. The loudest lobbyist for shipping cutting-edge chips to Beijing is out, and that matters when Chinese models ate more than 50% of activity on OpenRouter in a single September week. Closing the chip spigot gives OpenAI, Anthropic and Google room to stretch a lead that DeepSeek and Kimi narrowed to months.
Washington must stop turning Nvidia's internal turmoil and unsubstantiated spy allegations into excuses to contain China's technological rise. China's progress rests on independent innovation and open cooperation, not espionage. Further technology restrictions would undermine fair competition and risk U.S.-China stability. A constructive relationship requires respect, fairness and reciprocity.