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Spiros Margaris: U.S. aims to block Chinese access to Nvidia chips via Malaysia data centers

Spiros Margaris: U.S. aims to block Chinese access to Nvidia chips via Malaysia data centers
U.S. curbs Nvidia chip route via Malaysia

Chinese AI companies are renting computing power from data centers in Malaysia, but the U.S. is now seeking to close off this channel and limit China's access to Nvidia chips.

Spiros Margaris stated that tighter rules could hurt Nvidia's sales and put billions of dollars in Asian data center investments at risk.

Margaris has previously noted the increasing costs faced by tech firms due to higher AI chip prices, with Apple projected to spend $25 billion on storage as memory costs surge. He also pointed out that Anthropic reported nearly 15-fold revenue growth in a year, with significant future commitments. These developments reflect heightened demand and investment in AI infrastructure.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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