Nvidia CEO probe and Singapore ties: What it means for chip orders

Nvidia is investigating whether its CEO Jensen Huang was targeted by foreign spies, following reports of his ties to a Chinese businesswoman allegedly passing information to Beijing. The probe could impact future chip orders and the broader semiconductor industry. Singapore has been among Nvidia's top markets, accounting for 22% of revenue in the quarter ending July 2025, though most orders were billed there for US-based customers. The US is investigating whether Singapore firms like Megaspeed helped China evade AI chip export controls. Nvidia maintains extensive partnerships in Singapore, including with government agencies and universities. Analysts say a prolonged investigation could delay Nvidia's decisions, potentially benefiting competitors like AMD, though replacing Nvidia's products would be difficult.