Bloomberg Tech Nvidia Buyer Megaspeed Faces Smuggling Probe
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Dec 23, 2025 Andrew Martin, a technology reporter for Bloomberg, sheds light on ServiceNow's significant $7.75 billion acquisition of the cybersecurity firm Armis, explaining its strategic alignment with enterprise automation. He also delves into the intriguing case of Megaspeed, Nvidia's largest buyer in Southeast Asia, currently under investigation for allegations of chip smuggling, raising concerns about potential links to China. This episode reveals key trends in cyber M&A amid a tumultuous market for crypto billionaires.
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Platformizing Cybersecurity With Automation
- ServiceNow is acquiring Armis to bundle cybersecurity into its automation platform and compete with Microsoft and Google.
- Combining IT automation and cyber exposure management makes security an integrated product offering.
GPU Supply Chains Under Scrutiny
- Bloomberg reports a U.S. investigation into Singapore-based Megaspeed over possible diversion of NVIDIA GPUs toward China despite denials.
- The case highlights opaque supply chains and regulatory scrutiny around advanced-chip transfers to China.
Trade Findings Without Immediate Tariffs
- The USTR found China uses non-market practices to bolster its semiconductor industry but will delay tariff hikes until at least mid-2027.
- The report signals political caution: identify unfair behavior but avoid immediate trade escalation.