Bloomberg: Banned NVIDIA Chips Found at Shanghai Data Center Linked to Alice Huang

Bloomberg report on smuggled chips

Bloomberg reported that a Chinese company with ties to Alice Huang procured NVIDIA AI chips banned in China, which were then installed at a Shanghai AI facility that also has ties to Alice Huang, according to the publication. Bloomberg said its report is based on documents it reviewed that show explicit evidence of a network of Chinese companies that obtained NVIDIA chips not supposed to be sold in China, with Huang at the center.

Hardware and filings

Bloomberg said the NVIDIA chips listed in the documents were sold to Aperia Cloud Services, an NVIDIA Cloud Partner in Singapore. Aperia purchased 22 servers from Dell containing NVIDIA H800 chips, which are banned in China. Dell cut off business ties with Aperia in February 2025 due to concerns around the deal.

Bloomberg found the hardware details in filings from Shanghai Longteng Intelligent Computing, which was set up by Alice a decade ago. The filings were part of information the company submitted to the Chinese government because it was using its servers as collateral for financing. Alice has not been part of Shanghai Longteng since 2017, and the documents did not say if she was personally involved in the procurement of the chips. Huang Yu, identified as her sister, took over as majority owner. The filings also revealed that the company's servers included 52 units made by Super Micro Computer Inc. equipped with NVIDIA's H100 or H200 chips, which cannot be sold to Chinese companies without express permission from the US government.

Shanghai facility and related developments

The Shanghai AI facility where the smuggled NVIDIA units were installed is called the Yangtze River Delta Project, which Bloomberg says also has ties to Alice Huang. Its president is Kang Wei, who is being reported as Alice's husband and the person who introduced her to Jensen Huang. Alice's company Megaspeed presented a rendering of the Yangtze River Delta Project to its investors in 2024 and claimed that it was its largest AI facility.

MLQ.ai reported that Nvidia stopped breaking out Singapore revenue from the quarter ended October 2025, after reporting $10.2 billion billed to Singapore in the prior quarter, its filings show. Nvidia's 10-Q for the quarter ended July 27, 2025, showed $10.16 billion of revenue billed to Singapore, 22% of the total, up from $5.62 billion a year earlier, and said customers used Singapore "to centralize invoicing while our products are almost always shipped elsewhere." The same filing said more than 99% of controlled data center compute revenue billed to Singapore came from orders by US-based customers.

MLQ.ai also reported that Jensen Huang resigned as Nvidia's chief executive on Nov. 12, with chief financial officer Colette Kress named interim CEO. Nvidia's board has said it has no reason to believe company secrets or US national security were compromised, and there has been no public finding that Jensen Huang broke export-control laws.

Why it matters

The report connects banned NVIDIA chips to a Shanghai data center through corporate filings, raising questions about export-control enforcement and the movement of restricted AI hardware into China via third-party jurisdictions.

Sources

• engadget.com: Bloomberg Details Web Of Chinese AI Companies With Smuggled NVIDIA Chips Linked To Alice Huang
• mlq.ai: Banned Nvidia chips ended up in a Shanghai data center linked to Alice Huang, Bloomberg reports | MLQ.ai

This article was drafted with AI assistance and checked against the sources above. Company claims are reported as claims. Cover image is AI-generated.