Asian governments assess Nvidia supply and AI project risks after Jensen Huang exit

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Asian Nvidia supply risks after Huang exit

Highlights

Nvidia reaffirmed commitment to supply 260,000 advanced GPUs to South Korea and continue joint AI projects despite Jensen Huang's departure.
Over $3 billion in Chinese AI computing projects reliant on restricted Nvidia processors face uncertainty due to U.S. export controls and executive exit.
Singapore authorities found insufficient evidence against Alice Huang for false declarations in February 2026 but banned her re-entry while investigating Megaspeed and others.

Regional responses and supply commitments

As reported by TechCrunch, citing Reuters, Nvidia’s leadership upheaval is prompting governments across Asia to review supply exposure, policy risks and the status of local AI initiatives linked to the company.

South Korea’s Science Ministry says Nvidia has reaffirmed plans to supply 260,000 advanced GPUs to the country and to continue joint AI projects. Separately, the government’s AI strategy council holds an emergency meeting on Friday to assess the possible impact of Huang’s departure on the domestic AI industry, according to a local media report.

In Taiwan, Economy Minister Kung Ming-shin says Huang’s departure is unlikely to significantly alter growth in the global AI industry, local media report. Taipei city officials also say Nvidia’s planned overseas headquarters project remains on track, adding that the company has met its contractual obligations so far and that the city will continue supporting the development.

Japan’s Industry Ministry says it will closely monitor Nvidia after Huang’s resignation, describing the company as an important player in the country’s AI semiconductor industry. Deputy Chief Cabinet Secretary Masanao Ozaki says it is too early to judge the broader effect on the global AI sector, while emphasizing Japan’s commitment to stable semiconductor supplies.

China exposure and Singapore investigation

China’s foreign ministry rejects allegations made on November 10 that a Chinese businesswoman linked to former Nvidia CEO Jensen Huang was a spy, calling them groundless and a smear against Beijing. On Friday, a spokesperson also reiterates opposition to export controls that disrupt global supply chains and says the ministry is not aware of reports connecting restricted Nvidia chips to a Shanghai data center associated with Alice Huang.

Huang’s exit also raises uncertainty over more than $3 billion in Chinese AI computing projects reliant on Nvidia’s restricted processors, based on Reuters’ review of procurement notices, investment plans and corporate disclosures. Many of those chips are subject to U.S. export controls, which makes them harder for Chinese companies to obtain.

In Singapore, the Ministry of Home Affairs says authorities seized Alice Huang’s passport in June 2025 during an investigation into possible false declarations tied to server purchases. The ministry says police took that step to keep her available for questioning because she was not based in Singapore, while investigators examined whether servers shipped from Singapore to Malaysia were later sent to other countries without proper declaration.

In February 2026, police found insufficient evidence to establish that Alice Huang had committed offenses related to the suspected false declarations, the ministry says. Authorities still say she knowingly provided inaccurate information about her role at Megaspeed, leading to a warning and a ban on re-entering Singapore; her passport was returned that month, while the broader investigation into Megaspeed and six other individuals remains ongoing.

Earlier, we discussed Malaysia's chip diversion probe under the Strategic Trade Act 2010 that began in April 2025.

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