Super Micro, NVIDIA Chips And Alibaba: Inside The Explosive AI Smuggling Allegations

Benzinga18:08

People familiar with the matter identified the unnamed company in the indictment as OBON Corp., a Bangkok-based company. According to those people, some of the $2.5 billion worth of servers sold to ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2633432662?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/05/08/NVIDIA-Begins-Shipments.jpeg?optimize=medium&dpr=2&auto=webp&width=630","is_english":true,"pubTime":"2026-05-08 18:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2633432662","market":"sh","top_or_hot":-1,"title":"Super Micro, NVIDIA Chips And Alibaba: Inside The Explosive AI Smuggling Allegations","media":"Benzinga","content":"<div>\n<p>People familiar with the matter identified the unnamed company in the indictment as OBON Corp., a Bangkok-based company.\nAccording to those people, some of the $2.5 billion worth of servers sold to ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/05/52402122/super-micro-nvidia-chips-and-alibaba-inside-the-explosive-ai-smuggling-allegations\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro, NVIDIA Chips And Alibaba: Inside The Explosive AI Smuggling Allegations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro, NVIDIA Chips And Alibaba: Inside The Explosive AI Smuggling Allegations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-08 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/tech/26/05/52402122/super-micro-nvidia-chips-and-alibaba-inside-the-explosive-ai-smuggling-allegations><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>People familiar with the matter identified the unnamed company in the indictment as OBON Corp., a Bangkok-based company.\nAccording to those people, some of the $2.5 billion worth of servers sold to ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/05/52402122/super-micro-nvidia-chips-and-alibaba-inside-the-explosive-ai-smuggling-allegations\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://www.benzinga.com/markets/tech/26/05/52402122/super-micro-nvidia-chips-and-alibaba-inside-the-explosive-ai-smuggling-allegations","article_id":"2633432662","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/05/08/NVIDIA-Begins-Shipments.jpeg?optimize=medium&dpr=2&auto=webp&width=630"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/markets/tech/26/05/52402122/super-micro-nvidia-chips-and-alibaba-inside-the-explosive-ai-smuggling-allegations","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2633432662","pubTimestamp":1778234880,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"People familiar with the matter identified the unnamed company in the indictment as OBON Corp., a Bangkok-based company.According to those people, some of the $2.5 billion worth of servers sold to OBON ultimately reached Alibaba.The indictment itself does not name either OBON or Alibaba, and U.S. authorities have not publicly accused either company of wrongdoing.The March indictment triggered a sharp selloff in Super Micro shares and marked the largest crackdown tied to alleged AI chip smuggling since Washington imposed restrictions on NVIDIA chip exports to China in 2022.Alibaba denied any ties to Super Micro, OBON, or third-party brokers named in the indictment, saying it had no involvement in the alleged chip-smuggling scheme and has never used banned NVIDIA chips in its data centers.The allegations renewed concerns about oversight across NVIDIA's AI hardware ecosystem, especially in Southeast Asia.Super Micro launched an internal investigation, placed Liaw on administrative leave, ","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"超微、英伟达芯片和阿里巴巴-SW：爆炸性人工智能走私指控内幕","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3c3b1c53fc9027384f5e20010058b3eb","symbols_score_info":{"89988":0.6,"SMCZ":0.6,"NVDD":0.6,"ALBmain":0.6,"NVDQ":0.6,"SMYY":0.6,"SMCC":0.6,"SMCL":0.6,"NVDS.UK":0.6,"SMCY":0.6,"NVD":0.6,"SNVD.UK":0.6,"AI":0.68,"NVDB":0.6,"NVDW":0.6,"BABO":0.6,"NVDX":0.6,"NVIW.SI":0.6,"SMCX":0.6,"NVII":0.6,"09988":1.87,"NVDS":0.6,"NVDA":1.93,"2NVD.UK":0.6,"NVD3.UK":0.6,"HBBD.SI":0.6,"BBYY":0.6,"ANV":0.6,"SMCI":1.96,"BABW":0.6,"NVDU":0.6,"BABX":0.6,"NVD2.UK":0.6,"BABU":0.6,"DIPS":0.6,"NVDG":0.6,"AIYY":0.6,"BABA":1.87,"KBAB":0.6,"NVDY":0.6,"NVDO":0.6,"3NVD.UK":0.6,"NVDL":0.6},"content_text":"People familiar with the matter identified the unnamed company in the indictment as OBON Corp., a Bangkok-based company.\nAccording to those people, some of the $2.5 billion worth of servers sold to OBON ultimately reached Alibaba.\nThe indictment itself does not name either OBON or Alibaba, and U.S. authorities have not publicly accused either company of wrongdoing.\nThe March indictment triggered a sharp selloff in Super Micro shares and marked the largest crackdown tied to alleged AI chip smuggling since Washington imposed restrictions on NVIDIA chip exports to China in 2022.\nAlibaba denied any ties to Super Micro, OBON, or third-party brokers named in the indictment, saying it had no involvement in the alleged chip-smuggling scheme and has never used banned NVIDIA chips in its data centers.\nThe allegations renewed concerns about oversight across NVIDIA's AI hardware ecosystem, especially in Southeast Asia.\nNVIDIA said its partners must maintain strict compliance with export-control regulations and noted that its diligence efforts have helped authorities pursue suspected smuggling operations.\nSuper Micro launched an internal investigation, placed Liaw on administrative leave, and said the company remains committed to complying with U.S. export laws.\nU.S. authorities alleged that Super Micro temporarily paused shipments to Company-1 after internal audits flagged unusual sales activity.\nThe Commerce Department's Bureau of Industry and Security later requested a hold on all shipments to the company, and that restriction remained active as of the March indictment.\nWashington's export restrictions on NVIDIA chips and the broader crackdown on smuggling have sharply disrupted China's AI hardware market, driving up server prices, tightening supply, and reshaping competition among semiconductor players.\nChinese tech firms now reportedly pay around $1 million for NVIDIA B300 servers, nearly double the roughly $550,000 price in the U.S., due to export controls and reduced gray-market supply.\nBuyers unable to afford direct purchases have increasingly shifted toward rentals, with some one-year contracts reportedly reaching 190,000 yuan per month.\nThe B300 server is not officially available in China, and NVIDIA said partners must comply with strict export regulations while warning that diverted systems would not receive company support.\nThe gray market reportedly weakened further after U.S. prosecutors charged a Super Micro-linked executive in an alleged smuggling case tied to NVIDIA hardware.\nSupply pressures have also intensified because NVIDIA's H200 chips, despite export approvals from both Washington and Beijing, have yet to reach Chinese data centers.\nThe restrictions come as Chinese AI adoption accelerates rapidly.\nReuters cited Morgan Stanley data showing Chinese AI models accounted for 32% of global token usage in March 2026, up from 5% a year earlier, driven by growth in coding and agentic AI applications.\nCompanies including MiniMax, Zhipu, and Alibaba's Qwen reportedly recorded sixfold to sevenfold increases in token usage between December and March.\nPrice Action: NVIDIA shares were up 1.08% at $213.78 and Super Micro Computer shares were up 1.19% at $34.02 during premarket trading on Friday, according to Benzinga Pro data.\nPhoto via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2633432662","isCrawlerRequest":true}