Jensen Huang's China Diplomacy Pitch Lands in a Forum That Already Did the Math

Jensen Huang did not invent the case he made on Dwarkesh — he arrived at it late. The communities that track NVIDIA's product decisions alongside US export policy had spent months mapping the gap between what restrictions are designed to do and what they actually accomplished. The restricted-config H800 and A800 releases, calibrated to stay below the performance thresholds that would trigger controls, were read in those communities not as compliance but as evidence that the policy's teeth were structural theater. Huang's diplomatic pitch this week is the executive-suite version…