"Steve Ballmer once told me that in China, 90% of Microsoft Windows licenses were stolen by local tech companies. He said Microsoft could do little about the loss of billions of dollars."
"Bain Capital's Bridge Data Centres removed a Southeast Asian company from its Malaysian computing hub that the US suspects of smuggling Nvidia Corp. chips."
"Late last year, Wire China reported that another pirate ring had emerged. 'Many people have suspected that chip smuggling is going on through Malaysia or Singapore, but here it's going directly through the U.S., where law enforcement is much more active,' Lennart Heim stated."
"In December, the Trump Administration approved the sale of Nvidia's H200 chips to Chinese companies. Trump said the US government would get 25% of each sale."
Nvidia is experiencing substantial losses due to chip smuggling, particularly to Chinese firms. Bain Capital's Bridge Data Centres removed a suspected smuggling company, Megaspeed International Pte, from its Malaysian hub. The new supplier is Zenlayer Inc. Reports indicate that Nvidia chips are being stolen to enhance computing power for Chinese companies. The Trump Administration approved sales of Nvidia's H200 chips to China, but restricted the sale of the Blackwell chip due to national security concerns. China claims its tech firms are developing competitive chips, though evidence for this is lacking.
Read at 24/7 Wall St.
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