Eric Farnsworth

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Eric Farnsworth

Eric Farnsworth

@ericfarns

Global strategist with a Western Hemisphere vibe

Washington DC Katılım Haziran 2013
897 Takip Edilen18.6K Takipçiler
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Erin Burnett OutFront
Erin Burnett OutFront@OutFrontCNN·
Venezuelan Opposition Leader Maria Corina Machado joins Erin Burnett OutFront, tonight at 7pm ET.
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Tim Fist
Tim Fist@fiiiiiist·
If true, the facts alleged here are pretty damning for NVIDIA. Claims from the report: - While NVIDIA claims that its compute revenues from China have dropped to zero, over 20% of its FY2026 AI compute revenue was driven by China, both through illegal chip smuggling and the use of intermediaries in SE Asia. - This revenue seems to have come from an overlapping network of SE Asian companies and shell intermediaries who use a common playbook: install dummy servers in their data centers to fool inspections, then smuggle the actual servers into China. - At the center of this is the Singaporean company Megaspeed, which seems to be implicated in a bunch of different smuggling cases. The report also alleges that they maintain very close ties with NVIDIA, including Jensen personally. About Megaspeed: - Allegedly, Megaspeed was secretly financed by the Chinese company Alibaba via a series of shell companies. - They received $4B worth of AI servers from Aivres Systems. Aivres was formerly known as Inspur Systems but was rebranded after its parent company was added to the US Entity List (a blacklist used to restrict exports of controlled items, such as AI chips, to particular entities). Aivres is one-third owned by the Chinese state. - Bridge Data Centers (BDC), a Singaporean hyperscaler backed by Bain Capital, dropped Megaspeed as a client. A source cited by the report claims that BDC had found that Megaspeed was installing dummy servers in their Malaysian data centers and smuggling the actual AI servers into China. - Megaspeed also appears to be linked to a shell entity called OBON - they have overlapping websites and shared officers/shareholders. OBON was reportedly an intermediary used by Supermicro (a server manufacturer) in smuggling at least $2.5B worth of NVIDIA servers to China. The DOJ indicted three Supermicro individuals for this case, including one of the co-founders. The pattern here was the same – dummy servers placed in inspection locations while the real AI servers are shipped to China. - According to a Megaspeed employee, Jensen visits their data centers every few months, almost always at the same time as Alibaba representatives. He has also been spotted on several occasions meeting with one of Megaspeed’s execs, Alice Huang (a Chinese national). - NVIDIA reportedly has several partners that work with Megaspeed, including Giga Computing and YTL, which recently opened a $4.3B Blackwell-based data center in Malaysia. Also of note: - Many of these sales involved indicators that should have flagged NVIDIA’s KYC protocols to prevent smuggling, such as recently incorporated customers suddenly placing large orders. Multiple former NVIDIA employees agreed with this. - As of October 2025, NVIDIA changed the way it reports geographic revenue, eliminating Singapore as a reported geography. This was at the same time that Singapore went from ~9% to 20% of revenue, and was facing heavy scrutiny as a smuggling hub.
Culper@CulperResearch

NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.

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Wesley Yang
Wesley Yang@wesyang·
It will take a while to prove that the equity agenda is the culprit here, but I will boldly predict here that any reality-based accounting of why this happened will find that it wasn't merely a coincidence that we turned our schools into neo-Maoist indoctrination factories at the same moment that basic skills fell off a cliff but in fact directly causal
Jean Twenge (author of 10 RULES, GENERATIONS)@jean_twenge

Reading scores, 3rd graders to 8th graders, 2015 to 2025. This is a national tragedy.

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🇵🇪 Alejandro Cavero
🇵🇪 Alejandro Cavero@AlejandroCavero·
Roberto Sánchez es el mayor ejemplo del oportunismo político. En el golpe de Castillo quiso sacar cuerpo, hoy se vende como defensor del castillismo. Es una de las construcciones más hipócritas de la izquierda.
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Nora Gámez Torres
Nora Gámez Torres@ngameztorres·
#Cuba’s leader, Miguel Díaz-Canel, said his government will accept a U.S. offer to provide $100 million in humanitarian aid, as the country runs out of fuel and Washington signals its impatience with stalled diplomatic talks between the two countries. #storylink=cpy" target="_blank" rel="nofollow noopener">miamiherald.com/news/nation-wo…
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Kevin Rutois
Kevin Rutois@Kevin_Rutois·
Where Miami's foreign buyers came from in Q1 2026: 1. Colombia 15% 2. Argentina 11% 3. Mexico 7% 4. Brazil 7% 5. Venezuela 5% Colombian buyers spent $925M in dollar volume, up from $307M in 2024. Years ago, it was Argentina & Brazil at the top of the list. Interesting to see how economic changes in certain countries brings an inflow of capital to Miami.
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Colin Grabow
Colin Grabow@cpgrabow·
New Jones Act waiver data just dropped. Now up to 45 voyages — still no Chinese ships.
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Jaime Aparicio Otero
Jaime Aparicio Otero@JaimeAparicioOt·
Contribución financiera de EEUU a OEA en peligro.Gobierno no incluyó en presupuesto 2027 a OEA. Aunque es posible revertir esa decisión, es un mensaje sobre su inacción; ideologización de la CIDH y excesiva influencia de México y Brasil sobre la Secretaria legis1.com/news/us-oas-fu…
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HungThrottle Podcast
HungThrottle Podcast@HungThrottle·
@ericfarns Best way I heard it explained is a candidate cannot win by taking Lima only, they must also get rural support.
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Journal of Democracy
Journal of Democracy@JoDemocracy·
Generative AI can flood the media, internet, and even personal correspondence, sowing confusion for voters and government officials alike. If we fail to act, mounting mistrust will polarize our societies and tear at our institutions. journalofdemocracy.org/articles/how-a…
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Agustín Antonetti
Agustín Antonetti@agusantonetti·
🇧🇴‼️ BOLIVIA EMITE ORDEN DE CAPTURA CONTRA EVO MORALES. La justicia de Bolivia acaba de emitir orden de captura contra Evo Morales tras su juicio por trata de menores. Ni Evo, ni sus abogados, se presentaron al juicio en el que se le acusa de abusar a una niña de 15 años cuando era el hombre más poderoso del país, con la que incluso tuvo una hija en 2016. La justicia presentó MÁS DE 170 PRUEBAS contra Evo, lo cual hizo que cancelará su presencia y darse en paradero desconocido.
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