Jensen Huang, CEO of Nvidia, holds a GPU (L) Blackwell GeForce RTX 50 series and an RTX 5000 laptop, while on January 6, 2025 he gives a keynote address at the Consumer Electronics Show (CES) in Las Vegas, Nevada.
Patrick T. Fallon | AFP | Getty pictures
Alarm bells started in 2024 when Singapore appeared unexpectedly as Nvidia Second largest source of income. The disclosure promoted widespread speculation that the artificial intelligence chips were led from Nvidia to China.
These concerns increased in January after China's Deepseek had broken into the international AI scene due to the sophistication and had reported the cost efficiency of her model. Despite export restrictions that are supposed to keep China's technology away, the AI of Deepseek is trained in the graphics processing units of Nvidia.
Singapore worked on bringing a shadow network trade with Nvidia up to date, and at the end of last week the authorities arrested three people
Singapore Interior and Minister of Legal Minister K Shanmugam revealed on Monday that server Dell And Super Micro computer Were sent to Malaysia who asked the critical question: Was Malaysia really the final goal?
Nvidia refused to comment on one of these developments.
The NVIDIA shares fell by almost 8% on Monday and have now dropped by 14% in 2025, a film that increased the company's market capitalization of less than 3 trillion US dollars. Super Micro shares fell 11% on Monday and Dell's share decreased by about 6%.
While Singapore has firmly rejected the allegations to serve as a management to China, Nvidia raised a decisive award in what it means to be a customer in his annual report submitted last week.
Singapore made 18% of the total turnover of NVIDIA in the amount of around 24 billion US dollars in the financial year, based on the “customer settlement location”, but less than 2% of the sales, around $ 473 million in relation to products that were delivered to the country.
“Customers use Singapore to centralize the invoice, while our products are almost always sent elsewhere,” said Nvidia in his annual report.
The arrests in Singapore show that a highly developed network of resellers continues to work despite increasing testing.
Mizuho analysts warn that a comprehensive ban on the Nvidia chip exports according to China could eliminate 4 to 5 billion US dollars from Nvidia's forecast sales for this financial year. The company said that the turnover of the data center in China in China in the fourth quarter “remained well below the income of the data center far below the use of export controls”.
Since the digital boundaries between East and West harden, silicon smugglers can find new routes. However, the race for the AI dominance ensures that this high-stand game will go far beyond corporate income.
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