Jensen Huang once said there was ‘no evidence’ Nvidia chips were getting diverted to China. The scandal at Super Micro suggests otherwise.

This headline directly challenges previous assurances from Nvidia CEO Jensen Huang regarding the diversion of NVIDIA chips to China, a critical issue given U.S. export controls. The implication that Super Micro is involved in such activities could trigger heightened scrutiny from regulators on both NVIDIA and its partners, potentially impacting sales and stock performance. Investors should watch for official investigations and any forthcoming statements from NVIDIA or Super Micro, as this could signal a wider problem within the semiconductor supply chain.