Mackenzie Hawkins

@mackhawk

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

bloomberg.com/authors/AVRj4-…

2015年8月からXを利用しています

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Mackenzie Hawkins
@mackhawk
2025年12月23日
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/
Nvidia’s Biggest Southeast Asian Partner Dogged by China Chip Smuggling Questions
bloomberg.comから
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Mackenzie Hawkins
@mackhawk
1時間
Jensen arrived to Taipei a few days after authorities seized a batch of Nvidia chips allegedly bound for China via Japan. He was asked whether *Nvidia* could’ve prevented such a scheme, and he pointed his finger at Super Micro An Nvidia manager was arrested a few months later
Mackenzie Hawkins
@mackhawk
10月2日
返信先: @mackhawkさん
There are now multiple allegations of bad actors getting past Nvidia's screening system, securing many more chips than they have the space (outside of China) to install — despite Jensen Huang saying that Nvidia prioritizes customers that are ready to put its products to use 5/
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Mackenzie Hawkins
@mackhawk
3時間
Speaking of Thailand… One of the country’s most important AI companies was the unnamed intermediary in the big Super Micro smuggling case from March Its name is One Belt One Network (as in Belt and Road), and it helped create Thailand’s first official Nvidia Cloud Partner
Josh Rogin
@joshrogin
7時間
Megaspeed is just the tip of the iceberg. There are several more companies smuggling chips to China. How did Singapore, Malaysia and Thailand all become the world’s biggest chip importers overnight? It’s a massive smuggling operation that is now finally getting unraveled.
引用
Mackenzie Hawkins
@mackhawk
11時間
We don't know exactly how the servers got to China. Smuggled hardware usually passes through many hands. But we gave the Dell serial numbers to someone who confirmed those products were first sold to Aperia, which was — like Megaspeed — an official Nvidia partner in Singapore
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Mackenzie Hawkins
@mackhawk
11時間
A year ago, we asked Nvidia about a Shanghai data center with links to Alice Huang. They declined to answer our questions and insisted that when it came to Megaspeed, there was nothing to see We now have filings showing there are indeed banned Nvidia chips at that site Thread:
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Mackenzie Hawkins
@mackhawk
11月9日
Before Nvidia's lawyer started emailing BIS staff about their Megaspeed investigation, he called Jeffrey Kessler, who runs BIS. He wanted to know whether BIS was involved in Singapore's recent detention of Alice Huang Nvidia says Teter didn't know of the affair at the time
Ana Swanson
@AnaSwanson
11月9日
New: The Commerce Dept investigation into Megaspeed, the firm led by the Chinese spy who had a relationship with Jensen Huang, was suddenly suspended last year after an interaction between Nvidia and a top Commerce Department official. nytimes.com/2026/11/09/bus…
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Mackenzie Hawkins

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