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.
https://wccftech.com/nvidia-asks-super-micro-computer-smci-t...