Follow-up: U.S. Weighs Tighter Chip Export Curbs on Southeast Asia Data Centers
U.S. officials are considering tighter limits on sales of advanced super-intelligence (SI) chips to data centers in Southeast Asia, The Wall Street Journal reported. The Commerce Department is said to be preparing rules requiring export licenses for advanced chips shipped to Malaysia, Singapore and Indonesia, aiming to stop Chinese companies from remotely using Nvidia chips through facilities there. Malaysia has become a major hub for such data centers, with Alibaba and ByteDance among the Chinese companies using or planning Nvidia-powered infrastructure there.
The Journal also reported that Megaspeed, a company linked to Alice Huang, arranged nearly $12 billion in Nvidia chip orders for Chinese companies between March 2024 and June 2025; the Journal noted the records do not show how much of that hardware was actually delivered. The move follows Huang's resignation as Nvidia chief executive on November 12, days before the company's quarterly earnings on November 17. Nvidia reported $12.4 billion in direct revenue from China in the six months ended July 26, about 7 percent of global sales, while short seller Culper Research estimates China-linked demand, including indirect sales, accounted for more than 20 percent of last fiscal year's revenue.
On November 12 the chairmen of three House committees urged that four chip-export bills be included in the defense authorization bill, covering chip tracking, limits on chipmaking-equipment exports and remote access through overseas data centers. The House Foreign Affairs Committee has asked Huang, Nvidia general counsel Tim Teter and Under Secretary of Commerce Jeffrey Kessler to testify.
Source: The Wall Street Journal
Published by GSM · USA (original Chinese edition)
Photo: 图中为英伟达 H100 超级智能芯片（资料照片）。来源：Wikimedia Commons，极客湾 Geekerwan 拍摄，CC BY 3.0。
Story Timeline
- 2026-10-29A Bar Photo Fuels 'Spy' Buzz Online: Jensen Huang and Alice Huang Seen Together Twice in Taipei as Huang Calls the Dealings Normal
- 2026-10-30Nvidia Rejects Report of a Chinese Spy Near Jensen Huang, Saying Singapore Cloud Executive Had Only Ordinary Business Contact
- 2026-11-04Three House Committee Chairs Ask Nvidia's Jensen Huang to Give a Closed-Door Briefing on November 18 on His Contacts With Alice Huang
- 2026-11-08Nvidia Senior Director Madison Huang Cancels South Korea Trip at Short Notice; Yonhap Cites Family Reasons
- 2026-11-08Jensen Huang Admits Infidelity to Staff as Nvidia Board Launches Independent Investigation
- 2026-11-08When a Founder's Private Life Becomes a Public Company's Business
- 2026-11-08Follow-Up: Rubio Oversaw Classified Memo Warning Top Officials About Jensen Huang's Close Ties to Alice Huang
- 2026-11-08Follow-Up: Trump Calls Nvidia's Huang an 'Honorable Guy,' Says He Has Not Discussed the Allegations With Him
- 2026-11-09Follow-Up: China's Foreign Ministry Dismisses "Chinese Spy" Claim Linked to Nvidia as a Baseless Smear
- 2026-11-09Follow-Up: Musk and Ackman Publicly Back Jensen Huang as Nvidia Shares Tumble More Than 6% in Frankfurt on Monday
- 2026-11-09South Korea Says Nvidia Issues Won't Affect Contracted GPU Supplies
- 2026-11-09Nvidia Closes Down 4.29% at $178.64, Falling Alone as Market and Chip Peers Rally
- 2026-11-09Follow-Up: With the November 11 Reply Deadline Near, Nvidia Has Yet to Confirm Whether Jensen Huang Will Attend the Closed Congressional Briefing
- 2026-11-09Follow-Up: Trump Says He Called Jensen Huang, Who Said He Had 'Absolutely No Idea' She Was a Spy: 'I Really Believe Him'
- 2026-11-09Jeffries Says He Strongly Supports Putting Restrictions on Advanced Chip Exports to China Into the Defense Authorization Bill
- 2026-11-10Nvidia Falls Another 5 Percent to About $168.89: Two-Day Slide Erases Roughly $470 Billion in Market Value
- 2026-11-10Sen. Kevin Cramer Calls on Jensen Huang to Resign, Citing Blackmail Risk; Schumer Demands Full Accounting on Chip Bills
- 2026-11-11Viral 'Letters' From Jensen Huang's Wife and Daughter Are Fabricated; Neither Has Made Any Public Statement
- 2026-11-11Follow-Up: Rep. Lieu Says Trump Administration '1,000 Percent' Too Deferential to Nvidia; Lofgren Sees Momentum to Curb Chip Sales to China
- 2026-11-11Asian American Journalists Association Criticizes Surname Punchlines in Jensen Huang Coverage, Naming The Economist and the New York Post
- 2026-11-11Baird Downgrades Nvidia to Neutral and Slashes Its Price Target to $200 From $500
- 2026-11-11Shareholders Sue NVIDIA and Jensen Huang in Class Action Alleging Misleading Statements on Megaspeed Ties
- 2026-11-11Follow-Up: As Jensen Huang's Reply Deadline Passes, a House Chair Says Subpoenas Are Likely If He Does Not Agree to a Closed-Door Briefing
- 2026-11-11New York Times Reports Nvidia Board Discussed Jensen Huang's Future
- 2026-11-11Times Names Nvidia VP Kimberly Powell in Huang Investigation; Board Reportedly to Meet on His Future
- 2026-11-11Follow-Up: Senators Warren and Coons Tell Three Top Officials to Preserve All Nvidia China Export Records
- 2026-11-11Bessent Reportedly Confronted Lutnick Over Why Megaspeed Is Not on the Entity List; Commerce Denies Any Clash
- 2026-11-11Follow-Up: Hillary Clinton Faults Officials for Not Warning Jensen Huang: If They Knew He Was a Spy Operation's Target, They Owed Him a Warning
- 2026-11-12Reuters: Blacklisted Northwestern Polytechnical University Bought Nvidia H200 Chips via a Domestic Reseller; China's Foreign Ministry Responds
- 2026-11-12Follow-Up: Megaspeed Issues First Public Statement, Says It Cooperated With U.S. Inspections and Retained a U.S. Law Firm to Census Its GPUs
- 2026-11-12Follow-Up: Taiwan Revokes Alice Huang's Entry Permit, Interior Minister Says She Cannot Return
- 2026-11-12Jensen Huang Resigns as NVIDIA CEO, Effective Immediately: CFO Colette Kress Named Interim CEO as Board Launches Search
- 2026-11-12Nvidia Shares Plunge at Thursday's Open, Down More Than 14% Intraday as Market Value Dips Below $4 Trillion
- 2026-11-12Follow-Up: Himes Says Alice Huang's Role Is Still Unclear; Intelligence Chiefs Could Not Say Whether the FBI Has Opened a Case
- 2026-11-12Follow-Up: Trump Says Only One Man Can Succeed Jensen Huang at Nvidia: Apple's Tim Cook
- 2026-11-12Follow-Up: Singapore's MHA Says Evidence Against Alice Huang Was Insufficient; She Was Sternly Warned and Barred From Re-Entry for Giving Police Inaccurate Information
- 2026-11-12House Speaker Johnson Says Congress Is Forming a Consensus on Limiting Chip Exports to China, With Huang Expected to Testify Within a Week
- 2026-11-12China's Foreign Ministry Responds on Alice Huang: Mao Ning Says She Is Not Aware of Reports She Is in Beijing, Urges U.S. to Stop Fabricating a Spy Narrative
- 2026-11-12Jensen Huang Agrees to Testify Behind Closed Doors Before Thanksgiving, Foreign Affairs Chairman Mast Says
- 2026-11-12China's Foreign Ministry: Beijing and Washington in Close Contact on Leaders' Interactions, Ready to Implement Presidents' Consensus
- 2026-11-12Follow-Up: Democrats Vie to Lead Nvidia Probes; Incoming Foreign Affairs Chair Meeks Plans Dedicated Subcommittee
- 2026-11-12Bloomberg: Manhattan Federal Prosecutors Probe Whether Alice Huang-Linked Entities Smuggled Super Micro Products to China
- 2026-11-12Nvidia Interim CEO Kress Writes to Employees Expressing Confidence; Company-Wide Meeting Set for November 18
- 2026-11-12Follow-Up: Trump Calls Huang Resignation 'a Horrible Thing, So Sad,' Says Huang Is Going Through Hell
- 2026-11-12Follow-Up: Senate Banking Chair Scott Demands Testimony From Huang and Lutnick, Warns of Subpoenas
- 2026-11-12Follow-Up: Trump Called Huang on Tuesday to Urge Him to Fight for His Job, the New York Times Reports
- 2026-11-12Follow-Up: White House Officials Are Discussing Commerce Secretary Lutnick's Future, Reuters Reports, as Lawmakers Step Up Export-Control Criticism
- 2026-11-12Jensen Huang to Forfeit About $108 Million in Unvested Equity as His Fortune Falls by More Than $6 Billion in a Day
- 2026-11-12CNBC: Alice Huang's Shareholdings Lead to a Huawei Cloud Data Center, Tying Jensen Huang's Admitted Affair Partner to Nvidia's Biggest Rival in China
- 2026-11-12Fifth Person Charged in Singapore Nvidia Chip Server Case: Shi Bingzhe, 34, Faces 41 Charges
- 2026-11-12Follow-Up: Jeffries Calls for a Classified Briefing for All Lawmakers on Nvidia, Slams Trump's Cook Endorsement as Free-Market Interference
- 2026-11-12Follow-Up: Attorney General Blanche Says the Justice Department Has Reached No Conclusion on Whether Alice Huang Is a Spy; Trump Says the Same Day It May Not Have Been Determined
- 2026-11-12Follow-Up: Democratic Lawmakers Name Rubio and Lutnick as Potential Investigation Targets, Saying Both Must Answer What They Knew on Nvidia Chips
- 2026-11-13Follow-Up: Malaysia Probes Whether Megaspeed Unit SpeedMatrix Re-Exported Nvidia Chips; Trade Ministry Says It Never Cleared Either Company
- 2026-11-13Follow-Up: China's Foreign Ministry Answers on Alice Huang and Nvidia Chips: Spy Label Already Addressed, Not Aware of Shanghai Data Center Report
- 2026-11-13Nvidia Slides Another 3.8% to About $160 at Midday as U.S. Stocks Surrender Early Gains; Nasdaq Down 1.42%
- 2026-11-13Reuters Investigation: More Than $3 Billion in Chinese Super Intelligence (SI) Projects Rely on Restricted Nvidia Chips
- 2026-11-13Follow-Up: Commerce Secretary Lutnick Agrees to Testify Before the Senate Banking Committee on December 10; Spokesperson Calls It a Voluntary, Proactive Appearance
- 2026-11-13Follow-Up: Bessent Publicly Faults Commerce for Delay in Blacklisting Megaspeed; White House Says Trump Retains Full Confidence in Lutnick
- 2026-11-13Follow-Up: Huang Reportedly Retains Two Paul Weiss Litigation Partners as Personal Counsel; House Interview Letter Addressed Directly to His Lawyer
- 2026-11-13Nvidia Board Reportedly Approached Arm CEO Rene Haas on Succeeding Huang; Board Says No Candidate Has Been Formally Engaged
- 2026-11-13Colette Kress Steps Up: NVIDIA's Finance Chief of 13 Years Takes Over as Interim CEO, With Nov. 17 Earnings as First Test
- 2026-11-13Nvidia Closes Down 2.01% at $162.85, Market Value Below $4 Trillion as Nasdaq Falls 0.91%
- 2026-11-13Follow-Up: WaPo Reports Rubio Recast a CIA Report in Stronger Terms; Intelligence Officials Question the "Spy" Label for Alice Huang
- 2026-11-14Follow-Up: NVIDIA Employees Demand Huang's Return: Internal Post Draws 1,600+ Comments, WIRED Reports
- 2026-11-14Follow-Up: CZ, Sarah Guo and Garry Tan Speak Out as Huang's Resignation Stirs Debate in Chinese Entrepreneur Circles
- 2026-11-14Follow-Up: Denny's Takes Down Jensen Huang Plaque at San Jose Founding Site, Says It Will Go Back Up
- 2026-11-14Follow-Up: Two Major NVIDIA Shareholders Urge Board to Slow CEO Search and Keep Jensen Huang's Return Open, CNBC Reports
- 2026-11-14Follow-Up: Musk Backs Petition to Reinstate Jensen Huang, Says Key Nvidia Deals Were Handshakes With Huang; Petition Tops 120,000 Names
- 2026-11-14Follow-Up: Nvidia's Washington Lobbying Has Made Many Enemies and the Company Faces a Shareholder Lawsuit After Huang's Departure, Semafor Reports
- 2026-11-14[Video] Bowen Yang Makes Surprise SNL Return as Jensen Huang in Cold Open Poking at FAA Ground Stop and Microsoft Outage
- 2026-11-15Megaspeed Issues Second Statement: Alice Huang Left in August 2025, Company Says Its Business Is Legitimate and Lawful
- 2026-11-15Follow-Up: NYT Says Lutnick Pushed Softer Chip Rules Overlapping His Family Firm's Data-Center Clients
- 2026-11-15Follow-up: Bessent says Nvidia's new CEO must come from outside the company, gives board 10 days to answer export-compliance questions
- 2026-11-15Follow-up: U.S. Weighs Tighter Chip Export Curbs on Southeast Asia Data CentersThis story
