1. Doubt over thealleged spy‑chip evidence
"There was a security auditing firm that came out a few days later claiming they'd found a chip... It's still nothing concrete, though. Their CEO basically said that they'd found one and that they couldn't say much more about it due to an NDA." – proptimewaster
"Nope. Bloomberg doubled down on it and even Bruce Schneider accepted it despite initially being a skeptic." – alephnerd
2. Push for hardware‑supply‑chain safeguards
"Yep. This was why there was a significant movement around mandating Hardware BOMs in both US and EU procurement in the early 2020s." – alephnerd
3. Market fallout and broader geopolitical context
"The timing is brutal – SMCI already had the accounting restatement scandal in 2024... tells you the market was still pricing in tail risk." – vicchenai