I cover tech & geopolitics @business. Don't use this site much but you can find me on Signal @/mackhawk.71, off record unless agreed otherwise. DM for WeChat
Hong Kong via SF, NYC, DC
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New: Nvidia’s biggest Southeast Asian partner imported tens of thousands more AI chips than Nvidia saw in its data centers, told potential investors about a “specific area” facility in an unnamed country — & has something of a Chinese corporate twin
1/ bloomberg.com/news/features/…
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I wrote about the systemic failure by the world's most valuable company and powerful government to stop smuggling of AI chips to China
US officials say Nvidia is missing obvious signs. Nvidia says "companies honor US laws as they are, not as America’s critics wish they were"
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If your work touches chip smuggling — from doing it to stopping it — I want to talk to you. I'm on Signal @/mackhawk.71, or you can DM me for my WeChat. I treat both platforms as default off-record and am careful to protect my sources
Free story link:
7/ bloomberg.com/news/features/…
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You should also read the latest from my inimitable colleague @imandylin2, who is among the many journalists at Bloomberg digging into this important topic. I'm especially grateful to my editor Ritsuko Ando for her care with our latest reporting
8/8
bloomberg.com/news/articles/…
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A senior US official, three days ago: a "trivial" number of Nvidia H200 chips have been shipped to China
Jensen yesterday: "we haven't really started much shipment yet"
Jensen today, asked today by @leeminjeong83 whether Nvidia has shipped any H200s: "it doesn't even matter"
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Very touching description of silicon from the Yingge Ceramics Museum in New Taipei City, which traces Taiwanese industry from prehistoric pottery to modern-day semiconductors
“The achievement of this high-quality ceramic crystal gives humanity dreams and hopes”
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I’ve covered a lot of DC debates over what AI chip policy *should be*
But this week, the argument is over what the policy *has been*
Paywall-free explanation of the Nvidia China loophole drama: bloomberg.com/news/articles/…
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& free links to other China-getting-Nvidia-chips stuff:
The Thai AI firm allegedly involved in the Super Micro smuggling scandal: bloomberg.com/news/articles/…
Taiwan's first attempt to crack down on chip diversion, the (possibly first) case focused on Japan: bloomberg.com/news/articles/…
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& this one was with great colleagues in the Bloomberg newsroom
I'm gonna go back to being off this website now but if you have info on travel restrictions in China — or other tips, Qs, complaints (be nice) — I'm @/mackhawk.71 on Signal. DM for WeChat
bloomberg.com/news/articles/…
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New: Records filed with Chinese regulators suggest a little-known computing company procured hundreds of Super Micro servers with banned Nvidia H100/H200 chips
The firm is the parent of one of Nvidia’s few official cloud partners in China
Free to read: bloomberg.com/news/articles/…
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New: Nvidia’s biggest Southeast Asian partner imported tens of thousands more AI chips than Nvidia saw in its data centers, told potential investors about a “specific area” facility in an unnamed country — & has something of a Chinese corporate twin
1/ bloomberg.com/news/features/…
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There's a lot more in our piece, which is free to read for a week. It was a big team effort with @imandylin2, @KariSoo1, @villeheiskanen & many others
This story isn't just about export controls enforcement. It's also about underlying policy — for China & everywhere else
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I’m not on this site much these days, but I’m always happy to talk about chips on Signal @/mackhawk.71. I treat messages there as off record unless agreed otherwise & take source protection very seriously
Here's the free link to our Megaspeed story
12/12
bloomberg.com/news/features/…
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