NYT reports US spy agencies identified Alice Huang as a Chinese intelligence asset with a close relationship to Jensen Huang
FollowingDay 1866 sourcesupdated 29 Oct 2026
Supermicro Contractor Pleads Guilty as Taiwan Indicts Nine in B300 Smuggling
The gist
Criminal proceedings in two jurisdictions have reached named insiders at Nvidia and Supermicro Taiwan, with a guilty plea in hand. A legislative gap in Taiwan means AI server export is not a standalone criminal offense there, requiring prosecutors to rely on breach of trust and forgery charges.
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The full picture
A Supermicro contractor has pleaded guilty to four counts in the alleged $2.5 billion scheme to divert Nvidia-powered AI servers to China. The US Department of Justice had indicted three Supermicro-connected individuals on March 19, 2026, and Supermicro confirmed an independent investigation on April 7, 2026. Taiwan's Keelung District Prosecutors' Office indicted nine people on August 24, 2026, including a partner manager at Nvidia's Taiwan office, two Super Micro Taiwan sales managers, and the CEO of Supermicro distributor Albatron Technology. Of 130 servers involved in the Taiwan scheme, 74 reached Chinese buyers via staged audits and transshipment routes; 56 were seized at the border. The New York Times reported that US spy agencies identified Alice Huang (Huang Le), a Chinese citizen and executive at a Singapore-based data center company, as a Chinese intelligence asset who developed a close relationship with Nvidia CEO Jensen Huang.
How it developed
Taiwan's Keelung District Prosecutors' Office indicts nine people including Nvidia Taiwan partner manager and Super Micro sales managers
B300 servers reported selling for approximately $1 million in China, nearly double the US price
Sources
deepquarry.substack.com
thenextweb.com
- Banned Nvidia B300 chips in China
- Earthmade Computer's GPU server smuggling charges
- Eponch AI: China 2.7x More Exposed to Chip Shortages Than US
- China Drafts Own Chip Export Controls; Huang Called U.S. Rules a Failure
BackgroundCompute: the chips, clouds and data centers behind AI
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