Bloomberg: Banned Nvidia Chips in Super Micro Units Reached a Shanghai Data Center Tied to Alice Huang
BREAKING: Banned Nvidia chips ended up in a Shanghai AI data center linked to Alice Huang, per Bloomberg A company Huang founded, now majority-owned by her sister, listed 52 Super Micro units with Nvidia H100 or H200 chips, which can’t be sold to China without US approval. Separately, a Singapore Nvidia cloud partner bought 22 Dell servers with Nvidia H800 chips. The chips went to a Shanghai facility run by Huang’s husband, Kang Wei. US officials suspect Alice Huang was recruited by Chinese intelligence to target Jensen Huang, who resigned as Nvidia CEO this week.
Context
The report, if accurate, shows restricted Nvidia chips still reached a Shanghai AI facility tied to people around Jensen Huang, one day after he resigned.
Unusual Whales, citing Bloomberg, reported on November 13 that banned Nvidia chips ended up in a Shanghai AI data center linked to Alice Huang. The post says a company she founded, now majority owned by her sister, listed 52 Super Micro units with H100 or H200 chips, and that a Singapore Nvidia cloud partner bought 22 Dell servers with H800 chips that went to a Shanghai facility run by her husband, Kang Wei. This is a separate report from the Reuters review of more than $3B in Chinese projects built around restricted Nvidia chips, which is also in this deck.
Deep dive
Unusual Whales posted on November 13, citing Bloomberg, that banned Nvidia chips ended up in a Shanghai AI data center linked to Alice Huang. According to that post, a company Huang founded, now majority owned by her sister, listed 52 Super Micro units with Nvidia H100 or H200 chips, which cannot be sold to China without US approval. The post also says a Singapore Nvidia cloud partner bought 22 Dell servers with Nvidia H800 chips, and that the chips went to a Shanghai facility run by Huang's husband, Kang Wei.
Those details are secondhand: they come from Unusual Whales' summary of Bloomberg, not from a post by Bloomberg itself or from a document published in the scanned posts. The post does not name the Singapore partner or the Chinese company, and it does not say whether Alice Huang personally arranged the purchases.
Unusual Whales also wrote that US officials suspect Alice Huang was recruited by Chinese intelligence to target Jensen Huang, who resigned as Nvidia CEO this week. That allegation is unconfirmed in the posts scanned and should be treated as a claim reported by Unusual Whales, citing Bloomberg, not as a proven fact. This report is a separate event from the Reuters review, also in this deck, of more than $3 billion in Chinese computing projects built around restricted Nvidia processors.
What to expect next
Watch for Bloomberg's full article, for named responses from Super Micro, Dell, Nvidia and the Singapore partner, and for any US or Chinese official comment. Documents that identify the companies, the facility and how the servers moved would make the account easier to check. Congressional testimony by Jensen Huang, already expected in other coverage this week, may also take up the export control questions raised here.