Industry86°

DeepSeek 员工以黑市 Nvidia 芯片供应为由帮关联公司获得投资席位

Why we picked it

The Information 挖出的独家细节:DeepSeek 员工帮做黑市 Nvidia 芯片生意的公司进了自家 158 亿美元融资轮,还用 SPV 隐藏股东身份。关心算力供应和美国出口管制实际效果的人都该看看。

The Information 独家报道,DeepSeek 员工向投资者推介了与 Alice Huang 及其家族相关的公司,称其是黑市 Nvidia AI 芯片的重要供应商。这一推介帮助这些公司进入 DeepSeek 估值 158 亿美元的融资轮。这些公司通过特殊目的载体(SPV)投资,从而不出现在 DeepSeek 的股东名单上。

Image · The Information
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报道指出的关键结构是 SPV 投资:外部公司以间接方式持股,公开股东列表上看不到它们的名字。这种安排让芯片供应渠道相关的资本与 DeepSeek 的融资之间保持隐蔽关联。

该报道将 DeepSeek 的融资与美国出口管制下黑市芯片供应链联系在一起,对关注中国 AI 公司如何在 Nvidia 管制下获取算力的观察者具有直接参考价值。

Original · The Information

Exclusive: DeepSeek employees pitched companies tied to Alice Huang and her family to investors as a substantial supplier of black-market Nvidia AI chips.

That pitch helped win the companies a slot in DeepSeek’s $15.8 billion funding round, and they invested through special purpose vehicles that keep them off its shareholder list.

Full story: https://t.co/7utxNDRyyj

Industry Coordinates & Source Verification

This report is categorized under AITOP's "Industry" desk, focusing on China's AI industry and domestic foundation model ecosystem. Within our cross-regional analytical framework, it directly maps to US-China foundation model benchmarks and commercialization comparison and AI regulation, compliance frameworks, and sovereign compute policy. Key entities and technical topics under continuous tracking include DeepSeek, Nvidia, 融资, AI芯片.

Source attribution: curated from The Information (@theinformation).