TheBadPlaceyahoo news | Nvidia Chips Are Getting Stolen
Steve Ballmer once warned that in China roughly 90 % of Microsoft Windows licences were being stolen by local tech firms, a loss Microsoft could barely counter. A similar pattern is now emerging with Nvidia’s GPUs. Bloomberg reports that Bain Capital’s Bridge Data Centres expelled a Southeast Asian company – Megaspeed International Pte – from its Malaysian computing hub after U.S. officials suspected it of smuggling Nvidia chips, replacing it with Zenlayer Inc. The leaked memos indicate that the private‑equity‑backed data centre took swift action to curb the illicit flow of Nvidia hardware.
Multiple incidents suggest Nvidia chips are being pilfered to fuel Chinese AI projects. An individual linked to Super Micro Computer was charged with pirating the components, a scandal that knocked the company’s shares down 33 % after federal indictment. Wire China later uncovered another piracy ring, noting that unlike earlier routes through Malaysia or Singapore, the current operation routes chips directly from the United States, where law‑enforcement scrutiny is higher. Meanwhile, the Trump administration authorized the sale of Nvidia’s H200 GPUs to Chinese firms—retaining a 25 % US government share—but barred the export of the top‑tier Blackwell chip on national‑security grounds, even as rumors persist that Blackwell is already powering China’s DeepSeek AI system.
China’s officials now claim its domestic chip makers are developing products that could challenge Nvidia, though no concrete evidence supports that assertion. The ongoing espionage and black‑market activity raise the specter that Nvidia’s next‑generation Blackwell chips may already be leaking abroad, echoing Ballmer’s earlier observation that such large‑scale, covert theft can severely dent a company’s revenue.
Read more: https://247wallst.com/investing/2026/04/08/nvidia-chips-are-getting-stolen/
Nvidia Chips Are Getting Stolen
Steve Ballmer once told me that in China, 90% of Microsoft (NASDAQ: MSFT) Windows licenses were stolen by local tech companies. He said Microsoft could do little about the loss of billions of dollars. It appears the same has happened to Nvidia (NASDAQ: NVDA) chips. However, Nvidia and allies are doing something about it. According ... Nvidia Chips Are Getting Stolen
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