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Before Megaspeed, there was Supermicro: The other Nvidia partner tied to China chip smuggling—and to Jensen Huang

Publié par Fortune · États-Unis il y a 2 h
Two men wave near servers
Two men wave near servers · Fortune

Résumé détaillé

Prosecutors are now reportedly probing whether Alice Huang and entities linked to her helped move Supermicro hardware to China—and authorities in Singapore say Supermicro hasn’t been forthcoming.

Whether she was a spy, a fixer, or just a paramour of Jensen Huang, the name Alice Huang (no relation) has roiled the business world this week following reports that the two were having an affair. The revelation snowballed into Jensen’s shocking resignation Wednesday.

Now come reports that officials are looking into other companies Alice was working with. Bloomberg reported, based on an anonymous source, that the Department of Justice is running multiple probes into Nvidia. One is focused on antitrust issues and two others are focused on Megaspeed—where Alice Huang was a former top executive—and Super Micro Computer. Separately, the U.S. Attorney’s Office in Manhattan is probing whether entities linked to Alice Huang were involved in alleged efforts to smuggle Supermicro hardware laced with Nvidia’s red-hot GPUs into China. It is unclear whether that probe is tied to smuggling cases already brought in the U.S. or Asia.

Supermicro stock tumbled 12% after U.S. markets opened this morning. The company did not immediately respond to Fortune’s request for comment.

Thus far, much of the speculation about Jensen Huang’s catastrophic downfall as the leader of Nvidia has centered on Megaspeed, the Singapore firm that reportedly became one of Nvidia’s largest buyers in Southeast Asia. But Supermicro, the San Jose server maker run by Charles Liang, Jensen Huang’s friend of three decades and an important partner to Nvidia, has been in under the microscope regarding export-control compliance and is being pulled along with Nvidia.

Fortune has reported on the Supermicro case since before federal agents arrested its co-founder in March, and that reporting shows a company with a documented track record of governance and compliance failures. Despite its history, Supermicro has remained in lockstep with Nvidia. Liang and Jensen have shared the stage together at Computex in Taiwan, where Jensen was photographed in 2024 with Alice at a cocktail bar.

In March, federal prosecutors charged…

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