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Network Linked to Alice Huang: NVIDIA Chips Banned in China

Models & LLM·Tom Levy·

Network Linked to Alice Huang: NVIDIA Chips Banned in China

Network Linked to Alice Huang: NVIDIA Chips Banned in China
Key Takeaways
1Companies linked to Alice Huang have obtained restricted NVIDIA chips for an AI installation in Shanghai
252 Super Micro servers equipped with H100/H200 and 22 Dell H800 servers are mentioned in the documents
3Dell severed ties with Aperia Cloud Services in February 2025 after purchasing banned servers in China
4U.S. officials portray Alice Huang as a spy targeting Jensen Huang, who is set to testify before Congress this month
Why it matters : The case highlights the challenges of controlling access to advanced chips and the tensions surrounding their export to China.

Corporate and financing documents describe Super Micro servers equipped with NVIDIA H100/H200 chips and an AI installation in Shanghai, the Yangtze River Delta Project, all linked to Alice Huang. The supply chain passes through Singapore, with 22 Dell H800 servers sold to Aperia and a severing of business ties by Dell in February 2025. U.S. officials present Alice Huang as a spy targeting Jensen Huang, who is set to testify before Congress this month.

In Shanghai, an AI infrastructure linked to Alice Huang and restricted servers

In Shanghai, the AI installation known as the Yangtze River Delta Project is reported to be connected to Alice Huang. Its president, Kang Wei, is reported to be Alice Huang's husband and the person who introduced her to Jensen Huang. In 2024, Megaspeed showcased a model of this installation to its investors, presenting it as its largest AI platform. Meanwhile, documents from Shanghai Longteng Intelligent Computing, founded by Alice Huang about a decade ago, detail a server farm. These servers include 52 units from Super Micro Computer Inc., equipped with NVIDIA H100 or H200 chips that require U.S. authorization for any sale to Chinese companies. This information was included in data submitted to the Chinese government, as the company had pledged its servers as collateral for financing. Alice Huang left Shanghai Longteng in 2017, and the documents do not specify whether she was involved in the acquisition of the chips. Majority ownership is indicated in the name of Huang Yu, identified as Alice Huang's sister.

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Supply through Singapore and severing of ties by Dell

The NVIDIA chips mentioned in the documents passed through Singapore, at Aperia Cloud Services, presented as NVIDIA's cloud partner. Aperia purchased 22 Dell servers incorporating NVIDIA H800 chips, which are banned in China. Following concerns raised by this operation, Dell ended its business relationship with Aperia in February 2025. These elements are part of a broader context where Chinese companies have been able to procure NVIDIA chips not intended for their market, with a core group of actors described around Alice Huang.

Suspicions from U.S. authorities and Jensen Huang's hearing

U.S. officials believe that Alice Huang was recruited by China's main intelligence agency to approach Jensen Huang, then CEO of NVIDIA, in order to obtain information on U.S. AI plans and influence the export of advanced chips to China. Jensen Huang reportedly acknowledged in an internal memo a relationship with Alice Huang, while she was publicly presented as the leader of the Singaporean company Megaspeed. Jensen Huang, described as the former CEO of NVIDIA, is scheduled to testify before Congress this month, and it is likely that this information will be reviewed by officials ahead of that hearing.

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