CHINA CHIP SMUGGLING
Who is Alice Huang, Chinese exec accused of spying on Nvidia CEO?
Alice Huang, a citizen of China, stands accused of espionage for Beijing through her romantic connection with Nvidia's Jensen Huang. Reports suggest she played a pivotal role at Megaspeed International, a data center firm, allegedly gathering intelligence on Jensen following the disclosure of their relationship. US authorities are scrutinizing Megaspeed for possibly violating chip export regulations. Both Alice and Megaspeed firmly reject these allegations as investigations continue.
US Secretary of State Rubio warned Trump of Jensen Huang's ties to alleged Chinese spy: Report
Amid rising concerns, Nvidia's board is scrutinizing CEO Jensen Huang due to alleged espionage tied to his connection with Alice Huang, a businesswoman from China. US Secretary of State Marco Rubio previously cautioned about the implications of their association. It has come to light that Alice Huang's firm could be involved in unlawful smuggling of Nvidia products. However, Nvidia reassured that its operations will remain unaffected during this inquiry.
Nvidia CEO Jensen Huang seen as target of China spy plot; Trump briefed but took no action: Report
A Chinese businesswoman suspected of passing intelligence to Beijing developed a close relationship with Nvidia CEO Jensen Huang, according to a New York Times exclusive report. US President Donald Trump was briefed on the intelligence findings roughly a year ago but took no action, reportedly wary of disrupting Nvidia's chip sales and US-China trade relations.
AI chips worth $12.1 million seized at Malaysia airport, customs authority says
Malaysian customs said on Wednesday that it had seized about 49.5 million ringgit ($12.11 million) worth of advanced artificial intelligence chips this month, as
Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground
Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like Huawei increased their market presence significantly during this period. The total AI accelerator shipments in China reached over 2 million units, with non-GPU shipments surpassing GPU sales for the first time.
Nvidia's China AI-chip share falls as Huawei closes gap, report finds
Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of its products and domestic rivals led by Huawei gained ground, according to an IDC report seen by Reuters.
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What we know about Greg Lui? California tech owner accused of routing $300 million in high-end servers with US-made AI chips to China
Greg Lui, the head of Earthmade Computer Inc., has been arrested on serious federal charges related to technology smuggling. Authorities claim that he exported computer servers worth over $300 million to China. He faces charges of conspiracy to breach export regulations and money laundering. FBI agents detained him while he was driving to work. If found guilty, he could face up to 50 years behind bars.
Anthropic CEO Dario Amodei calls for slower AI progress, warns of 'catastrophic' risks
Anthropic CEO Dario Amodei advocates for a more measured pace in AI development. He warns that rapid progress could outpace our understanding and control of advanced systems. Amodei proposes a three-step framework to manage frontier AI development responsibly. This includes embedded safety evaluators and international coordination on standards.
DeepSeek plans big Huawei AI chip order to power new data centre
The startup doesn’t currently plan to use the 950DT chips for training, one of the people said, even though Huawei designed and marketed these processors to serve that more demanding function. While DeepSeek tried to train its previous models on Huawei chips, it has so far relied on Nvidia accelerators for this crucial step.
US official says Nvidia has begun shipping powerful H200 AI chips to China
In May, Reuters reported the Commerce Department had cleared around 10 Chinese firms to buy the H200, but no deliveries had been made at the time. Sources said at the time that Alibaba, Tencent and ByteDance were among those approved.
China's Meituan says new AI model trained on domestic chips
Chinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achievement as it's reportedly the first trillion-parameter model trained entirely on domestically developed computer chips. This development is a crucial step for China in its pursuit of AI dominance amidst US chip export restrictions, showcasing their growing self-reliance in advanced hardware for AI development.
US investigates alleged diversion of Nvidia AI chips through Thailand
OBON Corp, a prominent player in Thailand's tech landscape, is embroiled in controversy over accusations of smuggling Super Micro servers packed with advanced Nvidia technology to China, with Alibaba Group rumored to be a interested buyer. U.S. prosecutors are diving deep into the matter, which has sent shockwaves across the tech industry, directly impacting Super Micro's stock performance.
US suspects Nvidia chips smuggled to Alibaba via Thailand: Bloomberg News
A Thai company, OBON Corp, is under suspicion for allegedly smuggling billions of dollars worth of Super Micro Computer servers. These servers contain advanced Nvidia chips. China is reportedly the destination for these shipments. Alibaba Group Holding is named as one of the end customers. US prosecutors have indicated a Southeast Asian firm bought $2.
Waiting for DeepSeek: new model to test China's AI ambitions
Despite reports and rumours about its imminent release, DeepSeek's next-generation "V4" model is nowhere in sight. Speculation is also swirling over the geopolitical implications of which computer chips were chosen to train and power the new system: world-leading US designs or made-in-China alternatives that the country is racing to develop.
US panel advances chip security act to curb smuggling of AI semiconductors to China
A US House committee has advanced a bipartisan bill to stop advanced American chips from reaching foreign adversaries. This move follows concerns about China using restricted technology for AI development. The proposed Chip Security Act aims to strengthen US industry and limit rivals' access to critical computing power.
US stocks: Super Micro shares plunge 27% as co-founder, 2 others charged with smuggling AI chips to China
Super Micro shares sank 27% on Friday after U.S. prosecutors charged three people linked with the company, including its co-founder, with helping smuggle billions of dollars worth of AI technology to China.
US charges three tied to Super Micro Computer with helping smuggle billions of dollars of AI chips to China
Super Micro shares sank 24% on Friday after US prosecutors charged three people linked with the company, including its cofounder, with helping smuggle billions of dollars worth of AI technology to China.
China has not yet received any Nvidia H200 chips, US official says
None of Nvidia's second-most advanced AI chips, known as the H200, have been sold yet to Chinese customers, a U.S. Commerce Department official said on Tuesday.
Nvidia builds location verification tech that could help fight chip smuggling
Nvidia has devised optional software to help data centre owners confirm where their AI chips are operating, using secure GPU features and network-delay checks. The tool, first for Blackwell chips, aims to curb illicit exports while avoiding security backdoors. Its development comes amid US pressure and Chinese scrutiny.
US senators unveil bill to prevent easing of curbs on Nvidia chip sales to China
A group of American senators has introduced a bill to prevent the Trump administration from easing rules on exporting advanced AI chips to China. The proposed legislation, called the SAFE CHIPS Act, aims to block sales of high-end chips from companies like Nvidia and AMD to China, Russia, Iran, and North Korea for 30 months.
Trump praises Nvidia CEO Jensen Huang after discussion about export controls
President Trump met with Nvidia CEO Jensen Huang, stating Huang understands the administration's stance on export controls to China. Huang also met with lawmakers, arguing that state-by-state AI regulations would hinder development. He later downplayed concerns about Nvidia chips being smuggled, highlighting their size and cost.
Alleged AI chip smuggling to China leads to US calls for chip tracking
The indictment, which the US Department of Justice announced on Thursday, charges two US citizens and two Chinese nationals with conspiring to export Nvidia GPUs to China without required licenses.
Spy twist? US allegedly bugged AI chips of Nvidia and AMD bound for China with hidden trackers
US government AI chip tracking to China: The United States government is trying to stop advanced Artificial Intelligence chips from reaching China. Federal authorities are secretly placing trackers in shipments suspected of illegal diversion. These trackers are hidden in containers and server packaging. Smugglers are aware of the tracking efforts. Nvidia's CEO denies advanced chips are reaching China.
Nvidia AI chips smuggling: Two Chinese nationals arrested in California
Nvidia manufactures H100s chips. Over 20 shipments from ALX solutions went to shipping and freight forwarding companies in Singapore and Malaysia, which are often used as transshipment points for illegal goods to China.
Nvidia AI chips worth $1 billion entered China despite US curbs: FT
These Nvidia AI chips were reportedly smuggled to China in the three months following tighter US export controls, including high-end B200 processors banned in China, Financial Times reported. Nvidia stated that using smuggled products available on the Chinese black market for data centres is technically and financially inefficient.
US plans AI chip curbs on Malaysia, Thailand over China concerns
The Trump administration is planning to restrict AI chip shipments from Nvidia to Malaysia and Thailand, aiming to prevent China from acquiring these components through intermediaries. This move accompanies a rescission of the Biden-era AI diffusion rule, addressing concerns about semiconductor smuggling. While maintaining restrictions on China, the new regulation marks the initial step in overhauling the previous administration's approach.
Trump's AI czar downplays risk AI chip exports could be smuggled
Trump rescinded Biden's executive order aimed at promoting competition, protecting consumers and ensuring AI was not used for misinformation. He also rescinded Biden's so-called AI diffusion rule, which capped the amount of American AI computing capacity that some countries were allowed to obtain via US AI chip imports.
US senator introduces bill calling for location-tracking on AI chips to limit China access
The proposed "Chip Security Act" would require AI chips under US export controls to include location-tracking to prevent unauthorised use, particularly by China. Introduced by Senator Tom Cotton, the bill aims to enhance national security and detect smuggling. It follows ongoing efforts to limit China's access to advanced semiconductor technology amid rising concerns over diversion and misuse.
US lawmaker targets Nvidia chip smuggling to China with new bill
A US lawmaker plans to propose legislation requiring location tracking of AI chips like Nvidia’s to curb smuggling into China, violating export controls. The bill seeks to mandate chip verification and restrict unauthorised use, with bipartisan backing. Experts say the technology exists but is not yet widely implemented.
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