The short seller who saw signs of Nvidia’s China scandal months ago claims Megaspeed isn’t the only company helping China access chips
THE SO WHAT
Allegations that Megaspeed is just one of multiple channels for restricted Nvidia chips into China point to a long compliance and enforcement cycle, not a one-off scandal. Hardware buyers and AI builders should expect tighter export controls, more intrusive KYC on orders, and potential supply friction as regulators widen the aperture.
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