Nvidia's Jensen problem set to become one for AI supply chain

Chipmakers and Asian suppliers worry over potential China fallout from Huang probes Asian access to servers with Nvidia acceleration units could become more difficult as U.S. national security concerns over China's attempts to acquire AI technology increase. © AP YIFAN YU and LAULY LI November 13, 2026 10:40 JST PALO ALTO, California/TAIPEI -- Nvidia and U.S. government probes into CEO Jensen Huang and his affair with an alleged Chinese spy have tanked the AI semiconductor giant's stock this week and led to a quick resignation, but industry executives and analysts are warning the fallout could affect other chipmakers and the entire AI supply chain.

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