Soon We’ll Need an Advanced AI Chip … Just to Understand the Nvidia Drama
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As the story of Megaspeed grows more complicated and new affair accusations surface, what will happen to this longtime tech star? Also, inflation report lands today.
As the story of Megaspeed grows more complicated and new affair accusations surface, what will happen to this longtime tech star? Also, inflation report lands today.
Bloomberg News reported overnight that a company founded by Alice Huang, yes that Alice Huang (also known as Huang Le), had obtained smuggled AI-capable chips. These chips were then installed at the Yangtze River Delta Project, which is a data center in Shanghai, China, with links to Megaspeed. Alice Huang has been described as an executive or former executive at Megaspeed. She was actually the founder of that firm too, in 2023.
Some of these servers were originally sold to Aperia Cloud Services. That firm is, or was, an official Nvidia (NVDA) Cloud Partner headquartered in Singapore, according to the story that tapped into a person that requested anonymity. Hmmm. This gets confusing, gang and I simplified the story as much as I could. Instead of remaining in Singapore, documents reviewed by Bloomberg staff show that the material in question wound up in the hands of a Chinese company Alice founded, at the data center in Shanghai. That project has several ties to Alice Huang and Megaspeed.
These documents, if I understand the story correctly, appear to potentially reflect a breach of U.S. trade restrictions. According to the story at Bloomberg, Aperia Cloud Services purchased 22 servers from Dell Technologies (DELL) that contained Nvidia’s H800 chips. The Biden administration restricted the sale of these chips to customers in China back in 2023. Dell has released a statement claiming that it “stopped all sales and support to Aperia International in February 2025 due to unauthorized diversion concerns.”
The hardware that Aperia purchased from Dell was detailed in filings by a unit of Shanghai Longteng Intelligent Computing. That operation was set up by Alice Huang roughly 10 years ago.
Those filings don’t specify how the Nvidia chips in question were obtained, or whether Alice Huang was even personally…
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