Big Nvidia Buyer Faces Smuggling Probe

The activation of a China EUV prototype signifies a pivotal advancement in semiconductor technology, marking a significant shift in the global landscape of silicon production and diminishing the protective

Nvidia's largest buyer in Southeast Asia, Megaspeed, is currently under investigation for potential chip smuggling, as authorities scrutinize the importation of significantly more chips than Nvidia's records indicate. This probe raises concerns about the legality of Megaspeed's operations and its impact on Nvidia's reputation.

Digital asset treasuries (DATs) experienced a meteoric rise in popularity in 2025, attracting high-profile investors like Peter Thiel and the Trump family. However, this trend has rapidly reversed, with DAT stocks now facing significant declines, prompting Strive CEO Matt Cole to discuss these developments on Bloomberg Crypto.

Strive CEO Matt Cole discussed the recent decline in digital asset treasury (DAT) stocks during an appearance on Bloomberg Crypto, highlighting the rapid growth of DATs in 2025 and the ongoing debate regarding MSCI's potential exclusion of companies with significant digital asset holdings from its Global Investable Market Indexes.

Fiona Scott Morton, a Professor of Economics at Yale, highlighted the complexities in defining competition within the streaming industry during her discussion on Bloomberg Tech, particularly in relation to Netflix's proposed acquisition of Warner Bros. Discovery.

Jason Oxman, president and CEO of the Information Technology Industry Association, outlined the tech industry's roadmap for 2026 during an interview on Bloomberg Tech, addressing key issues such as data center expansion, AI regulation, and tech export restrictions.

Nvidia is preparing to resume shipments of its H200 artificial intelligence chips to China, following recent approvals from the U.S. government that allow the export of these chips, which are primarily manufactured in Taiwan. The company has indicated plans to increase production capacity for these chips to meet anticipated demand.

The United States has concluded a yearlong review, accusing China of engaging in unfair trade practices within the semiconductor sector, yet it has decided to refrain from imposing additional tariffs on chip imports until at least mid-2027. This decision comes amid ongoing tensions between the two nations regarding technology and trade policies.