Key facts
- Nvidia's independent directors said they found no reason to believe national security or company secrets were compromised.
- Jensen Huang told employees he was unfaithful to his wife and pledged to cooperate with an internal investigation.
- Three US House committee chairs requested a closed-door briefing on November 18 on Huang's contacts with Alice Huang.
- Alice Huang is a former executive at Singapore-based Megaspeed, which US authorities have investigated since 2024.
- No new US export restrictions have been announced in connection with the case, the report said.
Nvidia's independent directors said they had no reason to believe national security or company secrets had been compromised and expressed confidence in CEO Jensen Huang, who remains in his position, according to a report published November 10, 2026. The board, assisted by outside counsel, will examine whether Huang was targeted by a foreign intelligence operation.
In an email to employees on Sunday, Huang acknowledged an extramarital relationship. "I was unfaithful to my wife," he wrote, apologizing to his family and pledging to cooperate with an internal investigation.
The controversy centers on Alice Huang, a Chinese businesswoman and former executive at Singapore-based data center company Megaspeed, which US authorities began investigating in 2024 over suspicions that it diverted restricted Nvidia chips to China. The New York Times reported that US investigators suspected Alice Huang had been recruited by Chinese intelligence; that suspicion has not been established as fact, and Nvidia previously characterized the contacts as routine business dealings.
Three US House committee chairs have requested a closed-door briefing on November 18 concerning Huang's contacts with Alice Huang and Nvidia's safeguards against espionage.
For Samsung Electronics and SK hynix, the concern is whether the investigation could prompt Washington to tighten oversight of AI chip exports through third countries. Stricter checks could require additional verification of end users, intended applications and potential reexports, raising compliance costs and potentially delaying shipments. No new restrictions have yet been announced in connection with the case.
The South Korean government said Monday it expects Nvidia GPU deliveries under existing contracts to continue.