{"id":62770,"date":"2026-11-12T12:28:44","date_gmt":"2026-11-12T12:28:44","guid":{"rendered":"https:\/\/waqtdiawaz.com\/index.php\/2026\/11\/12\/chinese-ai-firms-rush-to-secure-nvidia-chip-capacity-as-spy-scandal-stirs-fear-of-u-s-curbs\/"},"modified":"2026-11-12T12:28:44","modified_gmt":"2026-11-12T12:28:44","slug":"chinese-ai-firms-rush-to-secure-nvidia-chip-capacity-as-spy-scandal-stirs-fear-of-u-s-curbs","status":"publish","type":"post","link":"https:\/\/waqtdiawaz.com\/index.php\/2026\/11\/12\/chinese-ai-firms-rush-to-secure-nvidia-chip-capacity-as-spy-scandal-stirs-fear-of-u-s-curbs\/","title":{"rendered":"Chinese AI firms rush to secure Nvidia chip capacity as spy scandal stirs fear of U.S. curbs"},"content":{"rendered":"


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Chinese \u200cartificial intelligence companies are trying to rent Nvidia-powered computing capacity at data centres outside China, \u200bconcerned that a scandal involving the U.S. chipmaker\u2019s chief executive Jensen Huang could spur Washington to \u2060tighten restrictions on their remote use of advanced processors, three people familiar with the matter said.<\/p>\n

The moves underline concern among Chinese technology companies over the potential closing of a gap in U.S. export controls.<\/a> Seeking to protect U.S. dominance of the \u200ccritical sector, Washington restricts exports to China of Nvidia\u2019s most advanced artificial intelligence chips, but Chinese companies can access such processors remotely by renting computing power at data centres overseas.<\/p>\n

A major Chinese \u200ccloud provider has discussed internally whether to lock in overseas Nvidia chip capacity, while some companies have \u200ccontacted \u2060data-centre operators about reserving it, the people said. The people declined to be identified, or \u2060to identify the cloud provider because of the sensitivity of the matter.<\/p>\n

Smaller AI labs are considering similar steps, including approaching major providers of rented computing power in Southeast Asia, two of the people said.<\/p>\n

The companies fear the controversy surrounding Huang could add political momentum to \u200bthe Remote Access Security Act, or RASA, a \u200cU.S. bill that would give the Commerce Department authority to regulate remote, cloud-based access to restricted technology, the people said. The House of Representatives passed the bill in January by a 369-22 vote, and it awaits Senate action.<\/p>\n

Advanced Nvidia processors are used to train and run the large AI models behind chatbots \u200cand other generative AI products. Restricting overseas cloud access would make it harder for Chinese developers to \u200bobtain high-end computing power without importing the chips directly.<\/p>\n

Huang said on Sunday that he had been unfaithful to his wife. The New York Times reported that the woman involved \u2060was Alice Huang, a former executive at Singapore-based cloud-computing company Megaspeed, and that U.S. authorities had concluded she was a Chinese intelligence asset.<\/p>\n

Reuters could not independently verify that allegation, which China has denied.<\/p>\n

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Alice Huang had business dealings and \u200cinvestment ties with several leading Chinese technology companies, including Tencent and Alibaba, according to two people familiar with the matter. Tencent and Alibaba did not immediately respond to requests for comment.<\/p>\n

Singapore business filings show that Alibaba subsidiary Apex Enterprise Solutions provided financing to Speedmatrix, a Malaysian company linked to Megaspeed, according to records reviewed by Reuters.<\/p>\n

Megaspeed has faced scrutiny over suspicions that it helped Chinese customers gain access to advanced Nvidia chips subject to U.S. export controls. The company has denied illegally diverting chips to China.<\/p>\n

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Nvidia, Megaspeed and the U.S. Commerce Department did \u200cnot immediately respond to requests for comment.<\/p>\n

The prospect of tougher enforcement has also fuelled demand for restricted Nvidia AI chips in \u200bChina\u2019s grey market, prompting traders and intermediaries to start stockpiling these processors, two of the people said.<\/p>\n

They said buyers fear the controversy could prompt a broader U.S. crackdown on smuggling \u2060of advanced chips and AI servers into China.<\/p>\n

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A Chinese university with deep ties to the People\u2019s Liberation Army bought Nvidia\u2019s \u2060powerful H200 AI chips last month despite being on a U.S. export blacklist, procurement records show, highlighting gaps in Washington\u2019s efforts to curb China\u2019s access to advanced technology.<\/p>\n

U.S. prosecutors in March charged \u200cSuper Micro Computer co-founder Yih-Shyan \u201cWally\u201d Liaw and two others with conspiring to divert servers containing Nvidia chips to China through a Southeast Asia-based company.<\/p>\n

Prosecutors said the company bought about $2.5 billion of servers from Super Micro \u200bbetween 2024 and 2025, and that a substantial portion was diverted to China. The defendants have not been convicted.<\/p>\n<\/div>\n

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Published – November 12, 2026 12:21 pm IST<\/span><\/p>\n<\/div>\n


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Chinese \u200cartificial intelligence companies are trying to rent Nvidia-powered computing capacity at data centres outside China, \u200bconcerned that a scandal involving the U.S. chipmaker\u2019s chief executive Jensen Huang could spur Washington to \u2060tighten restrictions on their remote use of advanced processors, three people familiar with the matter said. The moves underline concern among Chinese technology […]<\/p>\n","protected":false},"author":1,"featured_media":62771,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-62770","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-world"],"_links":{"self":[{"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/posts\/62770","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/comments?post=62770"}],"version-history":[{"count":0,"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/posts\/62770\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/media\/62771"}],"wp:attachment":[{"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/media?parent=62770"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/categories?post=62770"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/waqtdiawaz.com\/index.php\/wp-json\/wp\/v2\/tags?post=62770"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}