House committees ask Jensen Huang for a closed-door briefing after espionage reports
The chairs of three House committees asked the NVIDIA CEO to discuss the company's security protocols and his interactions with an executive at customer Megaspeed. The New York Times, citing unnamed officials, reports China's intelligence service recruited that executive to seek information about American AI chips. Tom's Hardware says the Commerce Department has accused Megaspeed of smuggling $2 billion in chips to China.
Why it matters: It puts chip export enforcement and NVIDIA's customer relationships in front of Congress just before earnings. These are press allegations, not findings.