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Policy Developing

Bloomberg Links Chinese AI Firms to Smuggled Nvidia Chips Through Singapore and Malaysia

The case centres on companies with Singapore and Malaysian links, and on whether US export limits on Nvidia hardware were circumvented.

Updated with 1 new report since it was first published · latest 14 November at 18:05

Bloomberg's reporting ties a web of companies to Alice Huang, who is listed as an executive of Singapore-based Megaspeed, and to Nvidia hardware that US rules bar from China. Dell servers holding H800 chips went to Aperia Cloud Services, a Singapore firm, and Dell reportedly ended its ties with Aperia in February 2025. Separately, filings from Shanghai Longteng Intelligent Computing, a company Huang founded a decade ago, list 52 Super Micro units with H100 or H200 chips, and those servers were used as collateral for financing. The Shanghai facility, the Yangtze River Delta Project, is reportedly tied to Huang and presided over by Kang Wei. Malaysia has opened an inquiry into whether Megaspeed's Malaysian unit Speedmatrix re-exported imported AI hardware, and Singapore has filed 41 criminal charges against Shi Bingzhe over 917 servers bought from Aperia International.

Why it matters

The reporting points to a supply route in which Nvidia servers reached Chinese AI operations through Southeast Asian intermediaries, which puts pressure on regulators in Singapore and Malaysia to examine re-exports and on companies that sell hardware into the region to check where it ends up. Separate researchers' findings that Chinese open-weight models show signs of training on Blackwell chips add to the question of how far the restricted hardware has spread, though they do not establish where the chips were or that export controls were broken. For now the picture is one of open inquiries and criminal charges rather than settled conclusions.

Sources · 4