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

Semiconductors 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. Read Next Artificial intelligence Jensen Huang resigns as Nvidia chief after alleged second affair #techAsia Sex, spies and salaries shake up AI chipmakers Technology Nvidia crisis exposes downside of rockstar founders Artificial intelligence Nvidia shares plunge almost 10% on report board may oust Jensen Huang U.S. midterm elections Nvidia emerges as early test of Democrats' tougher China tech policy US-China tensions Key Republicans seek briefing from Nvidia CEO over Chinese spy allegations Technology Asia's AI supply chain and US data centers set to weather 'blue wave' Tech Asia Tech supply chain shrugs off AI slowdown calls as demand booms Markets Asian stock markets drop as Democratic win stokes fears over AI scrutiny Latest on Semiconductors Semiconductors Musk's Terafab chipmaking project lines up Japan suppliers Semiconductors Nvidia probes CEO Jensen Huang's affair amid China security concerns Semiconductors Japan's Aisin develops new type of AI chip that cuts energy use 98% Sponsored Content About Sponsored Content This content was commissioned by Nikkei's Global Business Bureau.