Nvidia CEO affair with alleged spy complicates China chip strategy

Nvidia CEO Jensen Huang's admission of an extramarital affair with alleged Chinese spy Alice Huang has intensified Washington scrutiny of the chipmaker's China business and his influence over U.S. export policy. Huang, who said in October 2025 that Nvidia was "100% out of China," has advised the Trump administration on AI rules while pushing for looser chip sale restrictions. Three House committees have requested closed-door briefings, and the FBI is investigating, with Democratic lawmakers pledging congressional inquiries. China once accounted for nearly a quarter of Nvidia's revenue, but now represents about 8-9%. Allegations involve Singapore-based Megaspeed, linked to Alice Huang, potentially diverting restricted chips to China, though the company denies wrongdoing. Analysts expect stricter export control legislation following the turmoil.