Taiwan Raid and $11M B300 Server Deal Spotlight NVIDIA

Taiwan’s Keelung District Prosecutors Office raided Super Micro Computer’s offices and residences of affiliates as part of its first public enforcement action against suspected NVIDIA chip smuggling to China. Shares of Super Micro plunged as much as 9% before partially recovering, and regulators are now weighing criminalizing unauthorized AI chip exports, which could tighten compliance requirements across NVIDIA’s supply chain.

Anthropic has made its Claude family of AI models available on Microsoft Azure Foundry running on NVIDIA’s GB300 Blackwell Ultra GPU systems paired with Quantum-X800 InfiniBand networking. This expansion broadens enterprise access to agentic AI applications, enhances inference performance, and may drive incremental demand for NVIDIA’s next-generation data center GPUs.

Singapore-based Bit Origin announced an $11 million purchase of 16 NVIDIA Blackwell B300 AI servers, to be deployed in a Malaysia data center in Q3. Funded with $1 million in cash and $10 million in equity warrants, the new infrastructure is projected to generate $360,000 in monthly revenue prior to operating expenses once operational.

Quarter-end window dressing and Russell index realignment have provided a lift to large-cap tech names, including NVIDIA, as institutions rebalance portfolios before the July holiday. Despite broader concerns around AI data center spending and U.S.-EU trade tensions over digital services taxes, such flows could sustain near-term support for NVIDIA shares.