These guys have unlimited money, why are they still transporting with regular couriers? There are tons of end-to-end secure logistics companies out there that can do the job. I can't imagine their insurance is too happy about it either.
It's been an ongoing well-coordinated effort, with gear often ending up in China. Hello, where is the FBI?
> These guys have unlimited money, why are they still transporting with regular couriers?
Because decisions about how to handle individual units are made based on unit economics. And if you have unlimited money $10 million in lost goods is a rounding error that doesn't require any action.
Let's assume that Lutnick, Trump and even Jensen Huang were all making money on the side by using their combined involvement to bypass export controls. The $25 million ballroom donation, and likely other forms of quid pro quo to be discovered by a pending investigation. If Trump was informed twice that she was a "spy" over the course of a year, and did nothing, and Lutnick failed to add Megaspeed and others to the export control lists, and the ballroom donation was made... It seems clear to assume that this lost shipment was also being tracked by the Feds and even more likely, they know exactly where it is now. The timing of it all would be too coincidental to not be connected. And if this is the case, all of the above were just caught red handed in an elaborate form of public corruption and quid pro quo that goes from nVidia, through the Commerce Dept and directly to the President. I'm sure there is much more to come on this story...
The big conspiracy is not $11m of hardware going missing in domestic US, its everyone from Jensen Huang to Trump knowing Huang's girlfriend was a Chinese spy and several mysterious shell companies with a front office that she was connected to in Singapore buying billions of dollars of chips. At least based on reporting so far.
edit : oh and possibly Lutnick and Nvidia covering it up
So perhaps there's "another shoe to drop" in terms of Nvidia (like a DOJ case), and maybe Trump throws Lutnick under the bus when the heat piles on
It's been an ongoing well-coordinated effort, with gear often ending up in China. Hello, where is the FBI?
https://www.tomshardware.com/tech-industry/big-tech/data-cen...
It's going to make a hell of a good movie one day though.
Because decisions about how to handle individual units are made based on unit economics. And if you have unlimited money $10 million in lost goods is a rounding error that doesn't require any action.
2/ why would the FBI get involved in local police matters?
When the company doesn't care, the insurance still cares.
When the police don't care, the insurance still cares.
Insurance always cares.
Tech-Insider $11.4M of Nvidia Chips Vanished in Oakland (6 points, 1 week ago) https://news.ycombinator.com/item?id=50394165
TomsHardware Six pallets of Nvidia GPUs worth $11.4M stolen in California in Aug 2026 (7 points, 1 week ago) https://news.ycombinator.com/item?id=50394256
ArsTechnica Nvidia hardware worth $11.4M vanished between Oakland and Texas (9 points, 6 days ago) https://news.ycombinator.com/item?id=50405863
TechPowerup (10 points, 6 days ago) https://news.ycombinator.com/item?id=50407874
It doesn't take a genius to figure out what a shipment with an Nvidia label to a warehouse contains.
That's how they fool the public, and people almost always take the bait. The above "$11M" is just one of many; the rest have not been discovered yet.
edit : oh and possibly Lutnick and Nvidia covering it up
So perhaps there's "another shoe to drop" in terms of Nvidia (like a DOJ case), and maybe Trump throws Lutnick under the bus when the heat piles on
2 video cards ?
But anyhow, when it is a data-center GPU shipment then no need for trucks, a single van would do.