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Nvidia senior manager linked to Supermicro scheme smuggling AI servers to China

Taiwan has indicted nine people—reportedly including an Nvidia senior manager and two Supermicro employees based in the country—who allegedly helped forge documents to cover up illegal exports of high-end AI servers to China in violation of US export controls.

On Monday, Reuters reported that prosecutors in Keelung did not release any names but confirmed that the suspects were “charged with breach of trust and document forgery.” One suspect linked to a related case remains at large, accused of the “siphoning of funds from a distributor company involved” in helping China get access to restricted Nvidia chips.

Since 2022, the US has required a license to export semiconductors to China, with the intent of protecting national security by staying ahead of China in the AI race. But after the US arrested Supermicro co-founder Wally Liaw in March for allegedly funneling $2.5 billion in restricted AI servers to China since 2024, Taiwan launched a separate probe to learn more about the scheme.

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Nvidia discloses $21B stake in SpaceX

Nvidia has disclosed that it owns nearly 123 million shares in SpaceX, further highlighting the chipmaker’s entangled financial relationships with some of its biggest customers.

The $5.5 trillion company owned SpaceX stock worth nearly $21 billion at the end of June, according to an SEC filing on Friday. Elon Musk’s rocket conglomerate’s shares have fallen sharply since its June initial public offering, meaning Nvidia’s stake would now be worth $17 billion.

The disclosure marks a huge pay-off on Nvidia’s investment in xAI, completed in January, shortly before Musk combined the AI lab with SpaceX.

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Anthropic will design its own hardware to power Claude

Anthropic is hiring a "custom silicon team" to design chips on which to run its models, the company has revealed.

Yesterday, Business Insider noticed a job listing for a senior engineer with experience shipping semiconductor designs. (You can see listings for a silicon engineer and a technical program manager, silicon on Anthropic's job board right now.) A spokesperson for Anthropic then confirmed the plans to both Business Insider and TechCrunch.

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