Malaysia's compute share exposes the remote-access gap in US chip export controls
pstAsiatech · x · 2026-10-29
An analyst thread unpacks the blind spots in country-by-country compute share charts relevant to export controls:
- Remote access is the main gap: Chinese firms renting cloud GPUs abroad never show up in China's share, and the current US control framework struggles to capture this.
- Malaysia as case study: part of its slice is functionally Chinese-used compute though legally outside China; in early 2025 three people were charged in Singapore for reselling Nvidia GPUs via Malaysia. KL required permits for all US-made high-performance chip exports/trans-shipments from July 2025 and paused Tier 1/2 data center approvals in November 2025 — yet rules still let Chinese data centers import US chips for use inside Malaysia.
- The Gulf is hidden too: G42, Humain, Stargate UAE, plus UK/Korea/Taiwan/Singapore, all sit in "Other".
The author predicts the chart will look dramatically different in a year.
Related event: Smuggled GPUs equal 660K H100s; compute stats miss key gaps(2 posts)→
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