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Red Flags Rising · Aug 25, 2025 · 17 min

Open One Eye, Close One Eye

Mike & Brent break down the investigative report by the Editor-in-Chief of Gamers Nexus, Steve Burke, and his colleagues into GPU smuggling into China, which was recently featured on the ChinaTalk podcast with Jordan Schneider. Mike & Brent discuss the context for the report (00:51), its key takeaways (03:14), what it means and what it doesn’t mean for U.S. design companies and anyone subject to U.S. export laws (05:47), and why the “high probability” standard provides a path forward for companies facing reports such as this (12:30). They conclude with another installment of Brent Carlson’s ever-popular “Managing Up” (16:03). Steve Burke & Gamers Nexus’ report can currently be found here: https://rumble.com/v6xro9o--the-nvidia-ai-gpu-black-market-smuggling-corruption-and-global-scandal-.html?utm_source=substack&utm_medium=email More about Gamers Nexus: https://gamersnexus.net/ Check out Jordan Schneider’s ChinaTalk episode on the report here: https://podcasts.apple.com/us/podcast/nvidia-gpu-black-market-smuggling/id1289062927?i=1000723081399 More about Brent: https://www.linkedin.com/in/brent-carlson-41ba692/ More about Mike: https://www.linkedin.com/in/mhuneke/ Everything you ever wanted to know about the “high probability” standard: https://www.hugheshubbard.com/fresh-looks

0:00-17:28

transcript

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show notes

Mike & Brent break down the investigative report by the Editor-in-Chief of Gamers Nexus, Steve Burke, and his colleagues into GPU smuggling into China, which was recently featured on the ChinaTalk podcast with Jordan Schneider.

Mike & Brent discuss the context for the report (00:51), its key takeaways (03:14), what it means and what it doesn’t mean for U.S. design companies and anyone subject to U.S. export laws (05:47), and why the “high probability” standard provides a path forward for companies facing reports such as this (12:30).

They conclude with another installment of Brent Carlson’s ever-popular “Managing Up” (16:03).

Steve Burke & Gamers Nexus’ report can currently be found here: https://rumble.com/v6xro9o--the-nvidia-ai-gpu-black-market-smuggling-corruption-and-global-scandal-.html?utm_source=substack&utm_medium=email

More about Gamers Nexus: https://gamersnexus.net/

Check out Jordan Schneider’s ChinaTalk episode on the report here: https://podcasts.apple.com/us/podcast/nvidia-gpu-black-market-smuggling/id1289062927?i=1000723081399

More about Brent: https://www.linkedin.com/in/brent-carlson-41ba692/

More about Mike: https://www.linkedin.com/in/mhuneke/

Everything you ever wanted to know about the “high probability” standard: https://www.hugheshubbard.com/fresh-looks

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