Chinese AI companies are free to use any Nvidia GPU they want as long as the GPU is not physically located within China. It is entirely consistent with US export controls for Chinese AI companies to remotely use GPUs located in Singapore or Malaysia.

“In facilities across the region, Megaspeed rents Nvidia chips to Chinese tech giants such as Alibaba, an arrangement that does not violate current US export control regulations.” See [1].

[1] https://www.atlanticcouncil.org/dispatches/beyond-the-spy-sc...