Nvidia 주가, 젠슨 황 CEO의 중국 간첩 수사 연루 의혹으로 약 4,300억 달러 시가총액 증발; 미국의 대중국 Nvidia 칩 수출 조사 관련 보도도 함께 주목

WASHINGTON — Nvidia has lost approximately $430 billion in market value over two trading sessions as allegations involving CEO Jensen Huang's relationship with a Chinese businesswoman suspected of espionage have intensified scrutiny of the company's governance and its chip exports to China.

The chipmaker's shares have fallen 9.5% since reports of the relationship emerged. The reports allege that the woman, identified as Alice Huang, helped facilitate at least $7.5 billion worth of Nvidia chip shipments to China.

According to a report by The Information, Alice Huang, also known as Huang Le, used her connections with Nvidia to secure approximately 240,000 H100, H200 and A100 chips, including models subject to US export restrictions. Some of the chips reportedly reached Chinese technology companies, including Alibaba and Tencent, as well as smaller artificial intelligence laboratories. Reuters said it could not independently verify the allegations.

The controversy has prompted Nvidia's independent directors to appoint outside legal counsel to investigate the matter. The FBI is separately examining whether Huang was targeted by a foreign intelligence operation. Nvidia said its board had no reason to believe that US national security or company secrets had been compromised. Huang has committed to cooperating with the internal investigation.

The company has retained Joon Kim, a former acting US Attorney for the Southern District of New York and a partner at Wachtell Lipton, to lead the review.

The allegations have also created political pressure in Washington. Senate Democratic Leader Chuck Schumer demanded a full accounting of President Donald Trump's handling of the matter and called for tighter restrictions on semiconductor exports to China. Republican Senator Kevin Cramer urged Huang to resign, citing concerns about potential foreign influence and the risk of extortion.

The New York Times reported that Secretary of State Marco Rubio had briefed Trump in May about intelligence suggesting Huang was involved with a woman believed to be a Chinese spy. Trump said on Monday that Huang had denied knowing the woman was allegedly involved in espionage and that he believed the Nvidia chief executive. The White House disputed the newspaper's account.

Separately, Axios reported that Commerce Secretary Howard Lutnick had received a classified intelligence memo warning about Huang's relationship with Alice Huang. Reuters could not immediately verify the report.

The Financial Times reported that several US government agencies had sought to blacklist Megaspeed International, a Singapore-based cloud computing company controlled by Alice Huang, over national security concerns. According to the report, the US Commerce Department delayed the proposed restrictions, leaving the company off the trade blacklist.

Huang, who has led Nvidia for more than three decades and owns approximately 3.6% of the company, has acknowledged being unfaithful to his wife but has not publicly disclosed details of the relationship.

China's foreign ministry has rejected the espionage allegations as groundless.

The controversy comes as Nvidia faces broader investor concerns over whether its substantial spending on artificial intelligence infrastructure will generate sufficient returns.