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Alec Hosare-Gross said reports allege that NVIDIA GPUs worth $8 billion were sold to China through Alice Wong and Mega Speed via a Singaporean syndicate, with activity traced to 2023. He argued the investigation could expose weaknesses in Pax Silica, the effort to keep Western chip and AI infrastructure within the West’s sphere of influence.
NVIDIA’s board opened an independent investigation after Jensen Huang acknowledged an affair with Alice Wong, a former executive at customer Mega Speed; U.S. officials reportedly suspect China’s Ministry of State Security recruited Wong to surveil him.
Jason Calacanis cited a Culper Research short thesis alleging that Southeast Asian intermediaries diverted NVIDIA GPUs into China, and that Mega Speed’s financing and rapid balance-sheet growth raised questions about its ownership and chip purchases.
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