Not that mysterious, I'm sure Chinese IP thieves have plenty of physical samples and have stolen quite a bit of assorted IP from GPU factories located in China, and are getting ready to just go out on their own. Didn't we just have a story about this happening, a few months ago, with another chip maker? ARM or somebody? Chinese executives and workers 'went rogue' from the global company and just stole the IP and factories and are running a new company now?