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US Reportedly Suspects NVIDIA's Advanced Chips Flowed to BABA-W via Thailand
A key company behind Thailand's national AI program is suspected of facilitating shipping of Super Micro Computer, Inc. (SMCI.US) servers worth several billion USD to China, Bl...
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US Reportedly Suspects NVIDIA's Advanced Chips Flowed to BABA-W via Thailand
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A key company behind Thailand's national AI program is suspected of facilitating shipping of Super Micro Computer, Inc. (SMCI.US)      servers worth several billion USD to China, Bloomberg reported, citing people with the knowledge of the matter. These servers were equipped with advanced chips from NVIDIA Corporation (NVDA.US)      , with BABA-W (09988.HK)  +1.000 (+0.794%)    Short selling $961.22M; Ratio 11.256%   identified as one of the end customers.

A co-founder of Super Micro Computer, Inc. was alleged to have cooperated with an unnamed Southeast Asian company and multiple third-party brokers to transfer AI chips in violation of US trade regulations, according to disclosures by US prosecutors.

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The Southeast Asian company is Bangkok-headquartered OBON Corp, report said. Of the USD2.5 billion worth of servers sold to OBON, some were ultimately delivered to BABA-W.

A spokesperson for NVIDIA responded that its ecosystem partners must strictly comply with relevant regulations at all levels. The company stated that its due diligence efforts have successfully brought some individuals attempting to smuggle chips to justice, and it will continue to cooperate with the government to rigorously enforce applicable laws and regulations.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-22 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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