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Deep & Emerging Tech·November 9, 2026·1 min read

Sources: Alice Huang and her partner pitched a Southeast Asia data center project to China-based investors in 2025, saying they had "no problem securing GPUs"

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A Southeast Asia data center pitch built on “no problem securing GPUs” for China-based investors underlines how quickly gray-market and routing schemes emerge around export controls. If your business touches GPUs, data centers, or cross-border financing, assume counterparties will be diligenced for sanctions and routing risk — and document your own controls now.

Deep & Emerging Tech

Sources: a Commerce Department investigation into Megaspeed for allegedly smuggling Nvidia chips to China was transferred to the DOJ after Nvidia intervened

An alleged Nvidia-linked shift of a Commerce probe into Megaspeed over smuggled AI chips into a DOJ case underscores how export control enforcement is becoming more criminal and less administrative. If you’re in the AI hardware supply chain, treat compliance as a board-level risk — routing, resellers, and end-use checks are now prosecutable, not just fineable.