It’s not about that, it’s about the cloud compute loophole of export restricted chips. NVIDIA sold billions worth of chips to Megaspeed, a Chinese company spin out in Singapore founded right after the export ban. Neocloud Megaspeed rented most of their compute to Chinese companies like Alibaba circumventing the sanctions. The investigations didn’t find any wrongdoing per se even if it’s very obvious that the whole Megaspeed operation is Chinese state orchestration. Labelling Alice as a spy put an immediate hold to all of this.