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How Blacklisted Inspur Bought US AI Chips via Aivres

New York Times Business •
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The United States added Inspur Group to its entity list in March 2023, restricting the Chinese tech giant from doing business with American firms. Shortly after, Inspur's Silicon Valley office changed its sign to Aivres, a new U.S. subsidiary that continued the parent company's work building a global network to supply computing power to China's AI industry. Federal officials are investigating the subsidiary for potentially exploiting loopholes in export law, though the inquiry's status remains unclear.

The New York Times analyzed thousands of shipment records and corporate documents, revealing that from April 2024 through February 2026, Aivres exported at least $5.6 billion of advanced technology from the U.S. to Southeast Asia. This included over $3 billion in computers containing Nvidia's cutting-edge Blackwell chips. The equipment went to data centers serving China's largest tech firms, including Alibaba and Byte Dance, as well as Megaspeed, a China-linked company under U.S. investigation for alleged chip smuggling.

Other technology flowed through Inspur's subsidiary network to an electronics manufacturer in Malaysia, which shipped unlabeled, high-priced servers to China. These were received by Maginfra, a firm supplying high-performance computers to Chinese universities and state-owned enterprises. Nvidia spokesman John Rizzo stated the company does not support diverted products and requires partners to comply with export controls.