Two smuggling scandals put Nvidia's China denials to the test
fortune · reddit · 2026-11-12
Fortune examines how Nvidia CEO Jensen Huang's repeated claim that there's no evidence of its AI chips being diverted to China is under strain from two scandals: a probe into $2.5B in Super Micro servers equipped with Nvidia chips (led by a longtime friend of Huang), and a US investigation of Megaspeed, Nvidia's largest Southeast Asian customer, over chip diversion. No direct link between the cases has been shown, but observers note potential overlap, leaving Nvidia and Huang reeling.
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