On November 12, 2026, Chinese artificial-intelligence firms began seeking ways to secure long-term access to Nvidia processors housed in overseas data centers, fearing stricter U.S. restrictions may follow controversy involving Nvidia CEO Jensen Huang. Huang disclosed marital infidelity involving Alice Huang, a former Megaspeed executive whom U.S. authorities assessed as a Chinese intelligence asset. Nvidia's board opened an independent inquiry but found no evidence of compromised secrets or national security breaches.
The companies worry the scandal could accelerate passage of the Remote Access Security Act, which would allow the Commerce Department to oversee remote access to controlled technology. The House approved the bill 369-22 in January; it awaits Senate action. Chinese cloud operators and research groups are booking overseas Nvidia capacity before potential new rules take effect, and intermediaries have increased purchases of restricted chips on open markets. China's foreign ministry rejected the intelligence allegations as groundless speculation.
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