The fact that it came out at the “right” time, doesn’t mean it’s false. Previous propaganda ops (uranium from Niger, 45 minutes etc) were much flakier while the stakes were much higher.
I think it’s just a case of national-security actors sending out a message while leaving FAANG with enough plausible deniability to avoid tanking the whole market. As long as it’s semi-official, the only victim will be Supermicro, and everyone else will have received a message that they should pay more attention to their supply chain.
I think it’s just a case of national-security actors sending out a message while leaving FAANG with enough plausible deniability to avoid tanking the whole market. As long as it’s semi-official, the only victim will be Supermicro, and everyone else will have received a message that they should pay more attention to their supply chain.