Espionage

What the AI Chip Diversion Reports Teach Us About Thin Counterparties and Insider Approaches

In November 2026, reports raised suspicions about AI chip diversion by a Singapore-based AI infrastructure company and about intelligence-service involvement with a person described as one of its executives. Most of this is under investigation or unproven, and the company denies wrongdoing. This article separates what is confirmed from what is reported, and sets out the checks for thin counterparties and the safeguards against approaches through people.