Nvidia

As the centerpiece of the AI ecosystem, the chipmaker finances infrastructure built around its chips - a strategy that has drawn scrutiny over circular funding and now risks weighing on the sector.

The controversy began with revelations about Huang's relationship to Alice Huang, a woman US intelligence believed to be involved in shipping Nvidia chips to Chinese firms.

According to the NYT, Trump received sensitive intelligence in May about a romantic relationship between Huang and a woman suspected of spying for China.

The company has lost a total of $1.8 trillion, or 32% of its share price across the 24-trading-day sell-off, which predated the fallout of the Huang affair.

Jensen Huang is suspected of having an affair with a Chinese spy, and his position is shaking. With billions in taxes and a new campus in the North, why is the chip giant's crisis an Israeli problem?

"I’m pushing to investigate Jensen Huang and Nvidia to determine whether our national security was compromised," said Senator Chris Coons.

Huang said in a message to employees: "I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry."

Chinese businesswoman Alice Huang, also known by her Chinese name, Huang Le, was reportedly recruited by China's MSS to build a relationship with and gather information on the Nvidia CEO.

A New York Times investigation found that Chinese firms cleared to handle Nvidia AI chips have ties to blacklisted entities and military contractors.

The 2026 Dun & Bradstreet report points to a dramatic shift in employee sentiment across the sector: The search for stability and transparency is replacing perks and flashy promises.