Reuters, citing The Information, reports that Alice Huang, who is suspected of working for Chinese intelligence, helped supply at least $7.5 billion (about 10 trillion won) worth of Nvidia AI chips to China. The report says she built a supply chain through Singapore-based Megaspeed and other firms, buying an estimated 240,000 chips including H100s and H200s, and showed clients photos with Jensen Huang to win their trust.
My take: the real issue isn’t one individual, it’s a leaky distribution network. Routing chips through third-country companies and accessing compute through overseas servers shows that chip-level export controls alone can’t close the gap. I believe the fix is mandatory end-user tracking, verification at every stage of distribution, and export controls that also cover cloud access. These are allegations based on media reports, so the facts still need to be confirmed.
What do you think? Let me know in the comments.
