Rumor: Megaspeed's SEA datacenter shell route triggered US crackdown, B300 spot prices soar
basedjensen · x · 2026-11-09
An unverified rumor thread claims compute firm Megaspeed used a Singapore entity to place compliant NVIDIA orders while routing hardware to Malaysia/Indonesia datacenters as a shell. US checks allegedly found servers unopened and unpowered in Malaysian facilities with no staff on site. The post claims this triggered a US crackdown on the 'big-customer + SEA datacenter shell' model, pushing B300 spot prices from a few million to 20M RMB, potentially a historic inflection for global AI compute supply. Details are rumors; treat with caution.
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