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09.05.26 - 01:54
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Thailand Emerges As Possible Hub In Nvidia Chip-Smuggling Channel To Alibaba (ZeroHedge)
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Thailand Emerges As Possible Hub In Nvidia Chip-Smuggling Channel To Alibaba
New details have emerged in the alleged AI chip diversion scheme involving the co-founder of Super Micro Computer.
Bloomberg reports that some of the $2.5 billion worth of servers containing advanced AI chips were allegedly routed through a Bangkok-based company before reaching Chinese AI leader Alibaba.
The Bloomberg report noted:
US prosecutors this year outlined a scheme in which Super Micro's co-founder allegedly worked with an unnamed Southeast Asian company and a "rotating cast" of third-party brokers to divert the AI semiconductors in violation of US trade rules.
The Southeast Asian firm the prosecutors didn't name, identified only as Company-1, is Bangkok-based OBON Corp., the people said.
Some of the $2.5 billion worth of servers sold to OBON allegedly went to Chinese AI leader Alibaba, according to the people, who requested anonymity to discuss a sensitive legal and geopolitical matter.
It is important to ...
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08.05.26 - 23:36
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Arm Is Quietly Becoming The CPU Backbone Of AI (24/7 Wall St.)
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Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm's ... Arm Is Quietly Becoming The CPU Backbone Of AI...
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08.05.26 - 21:12
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months (ZeroHedge)
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth.
Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company's June-quarter revenue to grow almost twice as fast, or at about 35% which means that May and June sales will have to be gangbusters to compensate for April's slowness.
Taiwan's largest company has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and AMD. That's as Alphabet, Amazon.com, Meta and Microsoft said they are setting aside $725 billion for AI this year, significantly more than prev...
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08.05.26 - 20:15
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IREN-Aktie +8%: Nvidia-Deal als Kurstreiber (Sharedeals)
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Die Aktie von IREN erlebt derzeit eine bemerkenswerte Neubewertung an den Märkten. Trotz schwacher Quartalszahlen richtet sich der Blick der Investoren zunehmend auf das Potenzial des Unternehmens als künftiger Anbieter von KI-Infrastruktur im Hyperscale-Bereich. Die aktuelle Kursdynamik verdankt IREN vor allem einem Deal mit Nvidia. Nvidia-Abkommen verändert Vieles Das abgelaufene Quartal markierte für IREN einen […]
The post IREN-Aktie +8%: Nvidia-Deal als Kurstreiber first appeared on sharedeals.de....
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