It sure looks like Metaspeed is smuggling tens of thousands Blackwell chips worth billions of dollars straight into China, or at least they’re being used by Chinese firms, and that Nvidia knew about this. Nvidia and Metaspeed claim this isn’t true throughout the post, but I mean who are you kidding.
They seem to be relatively big, but no Wikipedia page. Their ownership history seems to be quite complicated (it looks like they have been created as a Singapore-based subsidiary of a Chinese org in 2023, and then they were transferred from that Chinese org elsewhere, also in 2023). Right now visiting their website triggers a pop-up denying the allegations; other than that it’s a rather shiny site of a data center provider.
MegaSpeed, actually, not “Metaspeed”: https://megaspeed.ai/
They seem to be relatively big, but no Wikipedia page. Their ownership history seems to be quite complicated (it looks like they have been created as a Singapore-based subsidiary of a Chinese org in 2023, and then they were transferred from that Chinese org elsewhere, also in 2023). Right now visiting their website triggers a pop-up denying the allegations; other than that it’s a rather shiny site of a data center provider.