That is the most serious question. Huang spent years campaigning against restrictions on chip sales to China. In December 2025, Trump approved exports of Nvidia's H200 chips there, subject to inspections, shipment limits, military-use restrictions and a 25 per cent tariff, and Chinese firms reportedly ordered more than two million of them. There is no established evidence that Huang knowingly helped Beijing or that company secrets were compromised, and Nvidia's board says it has no reason to believe national security was compromised. The FBI, Congress and Nvidia itself are investigating, and Huang has agreed to testify before Congress.

Nvidia, Jensen Huang, an alleged subordinate and a suspected Chinese spy are at the center of a soap opera captivating Wall Street, Silicon Valley and Washington.