Nvidia’s supply chain partners, including AI servers, chips, etc., are vetting customers and shipment destinations more closely as a result of US government probes into former CEO Jensen Huang’s affair with an alleged China spy, Nikkei Asia reports. Companies fear running afoul of US policy.
“The Nvidia investigation could just be a start of another round of heightened China scrutiny and export controls," said one executive.
One executive is personally visiting small Southeast Asian clients to confirm their AI servers are actually running. Another company has stopped taking orders for Nvidia, AMD and Intel products from small or unfamiliar new customers. $NVDA $AMD $INTC #semiconductors #servers https://t.co/hDXV0OHQBG