
总部位于新加坡、在东南亚各地运营数据中心的云计算公司 Megaspeed International(迈速国际),因涉嫌协助向中国输送数十亿美元受限制的英伟达芯片,以及其实际控制人与英伟达首席执行官黄仁勋的密切关系,再次受到关注。
Megaspeed International, a Singapore-based cloud computing firm that operates data centers across Southeast Asia, is facing renewed scrutiny over suspicions that it facilitated billions of dollars of restricted Nvidia chips to China — and its de facto leader's close relationship with the chipmaker's CEO Jensen Huang.
据知情人士透露,引用美国情报,《纽约时报》报道称,Alice Huang(中文名黄乐)被美国情报机构认定为曾被中国国家安全部招募,以收集黄仁勋的相关信息。
Alice Huang, also known by her Chinese name Huang Le, was identified in U.S. intelligence as having been recruited by China's Ministry of State Security to gather information on Jensen, according to people briefed on the intelligence cited by The New York Times.
《The Information》援引两位认识她的人士报道称,她与黄仁勋的关系帮助促成了至少 75 亿美元的英伟达芯片向中国企业的出货。CNBC 无法独立核实该报道。彭博社也报道称,她已在中方安全官员知情的情况下返回北京。
The Information reported that her relationship with Jensen helped facilitate at least $7.5 billion in Nvidia chip shipments to Chinese firms, according to two people who know her as cited by the publication. CNBC could not independently verify the report. Bloomberg also reported that she has returned to Beijing with the knowledge of Chinese security officials.
此案引起华盛顿关注,因为黄仁勋已与唐纳德·特朗普总统建立联系,并主张放宽对华芯片出口管制。
The case has drawn scrutiny from Washington as Jensen Huang has cultivated ties with President Donald Trump and advocated for relaxed chip export controls to China.
英伟达董事会已展开调查,以确定首席执行官是否成为外国情报行动的目标。公司表示,没有理由相信美国国家安全或英伟达机密信息已遭泄露。
Nvidia's board has opened an investigation into whether the CEO was targeted by a foreign intelligence operation. The company has said it has no reason to believe that U.S. national security or Nvidia confidential information had been compromised.
Megaspeed 将新加坡列为其主要办公地点,并在东南亚各地设有子公司。以下是关于其在该地区业务的已知情况。
Megaspeed lists Singapore as its main office location and has subsidiaries across Southeast Asia. Here's what we know about its presence in the region.
新加坡实体 Megaspeed 于 2015 年以 7Road International(七路国际)之名注册成立,称在新加坡和印度尼西亚开展业务。当地媒体于 2025 年 10 月实地探访其位于 Collyer Quay 的办公室时,未见任何办公活动迹象。
Singapore entity Megaspeed was incorporated in 2015 as 7Road International and says it operates in Singapore and Indonesia. Its office in Collyer Quay showed no signs of activity when visited by local media in October 2025.
根据企业备案资料,该公司由新加坡实体 Swiftdata 全资拥有,后者于 2023 年 10 月注册成立。Megaspeed 的董事为新加坡公民陈永邦。
The company is wholly owned by Swiftdata, a Singapore entity incorporated in October 2023. Megaspeed's director was Singapore citizen Tan Yong Pong, according to corporate filings.
据报道曾利用与英伟达首席执行官的关系招揽业务的中国籍高管黄爱丽丝(Alice Huang),于2023年担任董事总经理八个月。公司备案文件显示,她在卸任董事总经理当天,以1新元的价格获得了一股Megaspeed股份。
Alice Huang, the Chinese executive who reportedly used her relationship with Nvidia's CEO to solicit business, served as managing director for eight months in 2023. Corporate filings show that she received one Megaspeed share for 1 Singapore dollar on the day she stepped down as managing director.
Megaspeed自称是英伟达在亚太地区的云合作伙伴,提供英伟达GB200 NVL72和HGX H100系统的使用权。备案文件显示,该公司资产从2022年的仅75美元,增至2023年的3300万美元,再飙升至2024年的约30亿美元。
Megaspeed, which says it is an Nvidia Cloud Partner in the Asia-Pacific region and offers access to Nvidia's GB200 NVL72 and HGX H100 systems, saw its assets surge to about $3 billion in 2024, from just $33 million a year earlier, and just $75 in 2022.
根据备案文件,营收从2023年的零增长至2024年的2.94亿美元,但公司录得约2000万美元的亏损。
Revenue rose to $294 million in 2024 from zero in 2023, according to the filings, while the company posted a loss of about $20 million.
新加坡警方于2025年10月就涉嫌违反国内法律对Megaspeed展开调查。
Singapore police opened an investigation into Megaspeed in October 2025 over suspected breaches of domestic law.
《华尔街日报》另行报道称,新加坡官方曾因黄爱丽丝涉嫌与中国情报机关有关联而对其进行调查,但新加坡内政部对该说法提出异议。新加坡当局表示:“当局并未就黄爱丽丝进行过此类调查。”
The Wall Street Journal separately reported that Singapore officials had investigated Alice Huang over alleged links to Chinese intelligence, but Singapore's Ministry of Home Affairs disputed that account. "There were no such investigations conducted in respect of Alice Huang," authorities in the city-state said.
新加坡外交部、经济发展局和内政部均未回应CNBC的置评请求。
Singapore's Ministry of Foreign Affairs, Economic Development Board and Ministry of Home Affairs did not respond to CNBC's requests for comment.
据报道,Megaspeed与中国公司上海世纪龙腾(Shanghai Century Litong)有关联,后者于2023年获得英伟达优选云合作伙伴地位。
Megaspeed was reportedly linked to Shanghai Century Litong, a China-based company that secured preferred cloud partner status with Nvidia in 2023.
做空机构Culper Research在5月指控称,Megaspeed及其马来西亚子公司Speedmatrix获得了与中国科技巨头阿里巴巴有关的大量资金。Culper称,Megaspeed“通过一系列明显的空壳公司,秘密获得阿里巴巴融资”,包括2025年3月一笔42亿美元融资中的大部分资金。
Short seller Culper Research alleged in May that Megaspeed and its Malaysian subsidiary Speedmatrix had received substantial funding connected to Chinese tech giant Alibaba. Culper said Megaspeed had been "secretly financed by Alibaba via a series of apparent shell companies," including through what it described as a large portion of a $4.2 billion tranche in March 2025.
该公司否认非法向中国转移芯片。在2025年12月的一份声明中,它表示已接受美国商务部工业与安全局、马来西亚投资、贸易及工业部以及英伟达的多次实地检查和审查,这些审查均未发现违规证据。
The company has denied illegally transferring chips to China. In a December 2025 statement, it said it had undergone multiple on-site inspections and reviews by the U.S. Commerce Department's Bureau of Industry and Security, Malaysia's Ministry of Investment, Trade and Industry, and Nvidia, and that those reviews had found no evidence of violations.
“我们完全在所有适用的出口管制法规范围内运营,并保持最高标准的法律和道德行为,”Megaspeed表示。
"We operate fully within the bounds of all applicable export control regulations and maintain the highest standards of legal and ethical conduct," Megaspeed said.
马来西亚 除了其新加坡企业实体外,Megaspeed还与东南亚各地的子公司和设施网络有关联。其网站上列出的三个数据中心,此前被确认为位于马来西亚和印度尼西亚,现在仅被描述为位于“东南亚”。据马来西亚当地商业媒体《The Edge Malaysia》报道,据称与Megaspeed有关联的两家马来西亚实体Speedmatrix和MSFusion,地址均位于柔佛州依斯干达公主城的同一个开发项目内。
Malaysia Aside from its Singapore corporate entity, Megaspeed is linked to a network of subsidiaries and facilities across Southeast Asia. The three data centers listed on its website, previously identified as being in Malaysia and Indonesia, are now described only as being in "East South Asia." Two Malaysian entities reportedly linked to Megaspeed, Speedmatrix and MSFusion, list addresses in the same development in Iskandar Puteri, Johor, according to local business outlet The Edge Malaysia.
据《纽约时报》引用的贸易记录显示,Speedmatrix在2024年6月至2026年2月期间,购买了价值至少48亿美元的先进AI设备,包括含有英伟达芯片的系统。据《The Edge Malaysia》报道,该公司2024年营收为5.223亿林吉特,报告亏损1.032亿林吉特(约2500万美元)。
Speedmatrix bought at least $4.8 billion worth of advanced AI equipment, including systems containing Nvidia chips, between June 2024 and February 2026, according to trade records cited by the Times. The company reported a loss of 103.2 million ringgit ($25 million) on revenue of 522.3 million ringgit in 2024, according to The Edge Malaysia.
MSFusion报告无营收,于2025年8月同意以2.632亿林吉特购买哥打丁宜一块52.5英亩的工业用地。在收到卖方Crescendo Corp的违约通知后,该公司于9月支付了2.259亿林吉特的逾期款项。
MSFusion, which reported no revenue, agreed in August 2025 to buy a 52.5-acre industrial parcel in Kota Tinggi for 263.2 million ringgit. It later settled 225.9 million ringgit in overdue payments in September after receiving a default notice from seller Crescendo Corp.
据《纽约时报》报道,一名美国贸易官员在2025年访问Speedmatrix运营的一个数据中心时,发现了未拆封的英伟达芯片箱子,引发了该硬件可能被非法再出口至中国的怀疑。报道称,当时官方并没有确凿证据表明芯片正在被转移。
A U.S. trade official found boxes of unopened Nvidia chips during a 2025 visit to a data center operated by Speedmatrix, prompting suspicions that the hardware could be re-exported illegally to China, according to NYT. The report said officials did not have conclusive evidence that the chips were being diverted at the time.
马来西亚投资、贸易及工业部长佐哈里·阿卜杜勒·加尼据报道周二表示,其部门未获呈交证据显示 Speedmatrix 违反马来西亚法律,亦未对该公司展开调查。
Malaysia's Investment, Trade and Industry Minister Johari Abdul Ghani reportedly said Tuesday his ministry had not been presented with evidence that Speedmatrix had violated Malaysian law and had not opened an investigation into the company.
他承诺该国不会成为“规避出口管制的渠道”,并补充称,若当局收到可信证据或外国主管机关的正式请求,将采取行动。
He pledged that the country wouldn't become "a channel to circumvent export controls," adding that authorities would act if they received credible evidence or a formal request from a foreign authority.
Indonesia Megaspeed 的业务也延伸至印度尼西亚,但公众对该实体知之甚少。
Indonesia Megaspeed's presence also extends to Indonesia, although little is known publicly about the entity.
印度尼西亚媒体 KumparanTEKNO 报道,这家总部设在雅加达的公司从事跨境贸易。截至 2026 年 6 月的海关数据显示,涉及三家供应商和四家买家的交易共 242 笔。
Indonesian outlet KumparanTEKNO reported that the Jakarta-based company is active in cross-border trade. Customs data through June 2026 shows 242 transactions involving three suppliers and four buyers.
记录中包括一笔描述为“MODULE NVIDIA GPU H100 SINGLE”的进口,即用于人工智能训练和高性能计算的英伟达 H100 图形处理单元。
The records include an import described as "MODULE NVIDIA GPU H100 SINGLE," referring to an Nvidia H100 graphics processing unit used for artificial intelligence training and high-performance computing.
自 2022 年 8 月以来,H100 一直受美国对华出口许可要求限制,当时华盛顿实施新管制,涵盖英伟达的 A100 和 H100 芯片及包含这些芯片的系统。
The H100 has been subject to U.S. export licensing requirements for China since August 2022, when Washington imposed new controls covering Nvidia's A100 and H100 chips and systems containing them.