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There are plenty of other comments citing Nvidia statements, so I don't think I need to address this. Certainly the tendency for people here to reach for the m

• reissbaker 2y ago
  "Bill to" vs "ship to," as Nvidia claims, doesn't explain why Singapore's share of revenue increased from 9% to 22% in two years, unless you think that American multinational companies didn't bill to Singapore until two years ago, and suddenly all switched — which there is no evidence for. Coincidentally, "two years ago" lines up with when the Hopper chip ban went into effect. That's obviously sketchy, which is why people are suspicious.