Thai’s OBON Corp named in US smuggling probe as Nvidia’s chips flow to Chinese buyers

OBON Corp identified as a key intermediary in an alleged $2.5B scheme to divert restricted Nvidia AI servers through Thailand into China. Allegations raise export‑control and security risks that could prompt sanctions and enforcement, disrupting GPU supply chains used by crypto miners, AI training, and infrastructure for CEXs and DeFi projects. Likely negative for hardware‑dependent crypto sectors: potential GPU shortages, price volatility and higher compliance costs that could slow adoption and deployment.