Jensen has a point. I believe these were trained and run on Huawei chips. The Nvidia embargo may backfire on American leadership as necessity gives way to invention.
Anthropic, for example, posted a 2026 disclosure (https://www.anthropic.com/news/detecting-and-preventing-dist...) which singles out DeepSeek's distillation activity. They detected over 16M actions over 24,000 fraudulent accounts. That's just what they detected.