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U.S. Probe Targets Alleged AI Chip Diversion Network.
OBON Corp. in Bangkok was identified as the unnamed company in the U.S. indictment.
KEY POINTS
- Some of the $2.5 billion in servers sold to OBON allegedly ended up with Alibaba.
- Super Micro paused shipments to a company after internal audits flagged suspicious sales activity.
- NVIDIA B300 server prices in China have nearly doubled to around $1 million per unit.
- Chinese AI models accounted for 32% of global token usage in March 2026, up from 5%.
COMPANIES
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