This move is a direct reaction to yesterday’s Bloomberg investigation, which claimed that Super Micro equipment with NVIDIA chips was being redirected to Alibaba Corporation through shadow schemes in Thailand. SiamAI’s public denial demonstrates the level of fear surrounding the US regulator. Being placed on the US Commerce Department’s Entity List means instant death for any tech distributor. Whether the smuggling was real or not, this case highlights the colossal tension in global supply chains, where Asian hubs balance between super-profits from the AI hardware black market and the risk of a total embargo.
Source: Reuters / SiamAI
GeopoliticsSanctionsNVIDIAThailandChina