Then the question becomes, who sold the GPUs to them? They are supposedly scarse and every player in the field is trying to get ahold as many as they can, before anyone else in fact.
Something makes little sense in the accusations here.
I think there's likely lots of potential culprits. If the race is to make a machine god, states will pay countless billions for an advantage. Money won't mean anything once you enslave the machine god.
We will have to wait to get some info on that probe. I know SMCI is not the nicest player and there is no doubt GPUs are being smuggled, but that quantity (50k GPUs) would be not that easy to smuggle and sell to a single actor without raising suspicion.
Something makes little sense in the accusations here.