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Malaysia's chip shipments put Nvidia export controls under scrutiny

Sky News examines estimates of unaccounted-for GPUs alongside Nvidia's statement that its checks found the chips where they belonged.

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Sky News Story of November 11, 2026Trari Newsroom

Why this story? One of Sky News's most watched videos since yesterday, with 188,585 views.

Why the Nvidia scandal could be about to get much bigger

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0:20Charts contrast China's AI progress with estimates of the computing capacity available to it.
1:13Malaysia's expanding data-centre sector becomes the focus of questions about advanced chip shipments.
3:51Manthorpe presents estimates suggesting around 40% of Megaspeed's imported GPUs are unaccounted for.
4:10The report reviews Megaspeed's compliance position and Nvidia's statement that checks confirmed the GPUs' locations.
6:07Hanna Dohmen highlights Huang's lobbying to loosen export controls before Manthorpe contrasts competing approaches to AI development.

Malaysia's emergence as a major data-centre hub gives Sky News's Nvidia investigation a question beyond the controversy surrounding its chief executive: where are the advanced chips being shipped into the country actually going?

Technology correspondent Rowland Manthorpe examines whether US restrictions are preventing advanced processors from reaching China. His report contrasts charts showing China's progress in AI with estimates of the computing power available to develop it, then follows the supply-chain questions into Southeast Asia.

The most specific finding concerns Megaspeed AI. Manthorpe presents Bloomberg and Epoch AI material suggesting that around 40% of the company's imported graphics processing units, or GPUs, are unaccounted for. Sky examines suspicions of diversion into China, but an unexplained gap does not itself establish that those chips were smuggled.

The report also includes the companies' previous compliance statements. Manthorpe recounts Megaspeed's position that it was owned and operated by a company headquartered outside China. Nvidia, he says, had stated that its visits confirmed the GPUs were where they were supposed to be.

That supply-chain examination adds a different dimension to the scrutiny of Nvidia already covered here: the effectiveness of export restrictions, rather than the company's stock-market reach.

Georgetown CSET researcher Hanna Dohmen highlights Jensen Huang's White House ties and lobbying to loosen those restrictions. Manthorpe closes by contrasting Huang's case for engagement with Anthropic chief Dario Amodei's warnings about rapidly advancing AI capabilities, placing the disputed shipments within a larger disagreement over how tightly America should control access to its technology.