Jensen Huang’s admission of an extramarital affair with Alice Huang, whom U.S. intelligence officials identified as a spy for China’s Ministry of State Security, is placing Nvidia’s China ties under intense scrutiny in Washington. Three House committees have requested closed-door briefings with the CEO over his relationship with Megaspeed, a Singapore-based customer accused of diverting restricted artificial intelligence chips to Chinese companies. The FBI is now investigating the allegations, while Congress and the Commerce Department have opened or transferred related probes involving Megaspeed. China generated about 9% of Nvidia’s revenue in its latest fiscal year, but a Culper Research report estimates that its actual exposure exceeds 20% through Southeast Asian intermediaries.
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