Hector Martin

Yes, but if that hadn't happened, and instead it was quietly discussed behind closed doors, would look exactly like what we have here, no? Qualified, intelligent well-connected people who work in threat intelligence could spin a plausible delusion, no?

Or it is a case of the journalists connecting their dots in the wrong way. E.g.: there were hardware backdoor(s) found on mainboards & discussed at that meeting, maybe technically different than described, and the timing of Apple and Amazon activities was a spurious correlation.

This isn’t some quick speculative Ars Technica piece. Getting this wrong after the denials potentially means Bloomberg’s ass on a platter. I think they asked their sources “are you sure about this”.

In what way exactly is Bloomberg’s ass on the platter? All their sources are anonymous… at worst they get sued by SuperMicro for making their stock tank, assuming they survive long enough to do so. They settle out of court and continue as always.

SuperMicro can claim hundreds of millions of dollars in damages. Lawyers don’t let you gamble with that.

And you are certain Bloomberg never ever wrote an article which turned out to be dramatically wrong in other fields and survived to tell the story?

This entire saga is dissonant. Bloomberg faking something this big doesn't add up, and all the companies vehemently denying it if true doesn't add up. It's a mess. I have a personal source pushing towards the "fake" side, but it's not definitive.