TLDR
Chinese AI firms are trying to reserve Nvidia computing power at data centers outside China, three sources told Reuters.
They fear a scandal involving Nvidia CEO Jensen Huang could speed up US limits on remote chip access.
The Remote Access Security Act passed the House 369 to 22 and awaits a Senate vote.
Grey-market traders in China are stockpiling restricted Nvidia chips.
Nvidia shares fell 6.15% in recent trading and are down 9.4% this year.
Chinese artificial intelligence companies are looking to rent Nvidia computing power at data centers outside China. Three people familiar with the matter told Reuters about the push on November 12.
The companies want to lock in access before Washington changes the rules. They worry a scandal involving Nvidia chief executive Jensen Huang could speed up new limits.
Nvidia CEO Jensen Huang allegedly has a second affair on top of the suspected Chinese spy.
He also had a romantic relationship with Kimberly Powell, someone who worked at Nvidia since 2008, according to a New York Times report. pic.twitter.com/QJRTnJb8c6
— Pubity (@pubity) November 11, 2026
Why Overseas Data Centers Matter
The United States bars exports of Nvidia’s most advanced AI chips to China. Chinese firms can still use similar chips by renting computing power from data centers in other countries.
A major Chinese cloud provider has discussed internally whether to reserve overseas Nvidia capacity. Some companies have already contacted data center operators about booking space.
Smaller AI labs are considering the same step. Two of the sources said they are approaching large providers of rented computing power in Southeast Asia.
Nvidia chips train and run the large models behind chatbots and other generative AI tools. Limiting cloud access would make it harder for Chinese developers to get that power without importing chips directly.
The sources asked not to be named because the matter is sensitive. They also did not identify the cloud provider.
The firms are watching the Remote Access Security Act, known as RASA. The bill would let the Commerce Department regulate remote, cloud-based access to restricted technology.
The House passed the bill in January by a vote of 369 to 22. It is waiting for action in the Senate.
The Scandal and the Chip Trade
Huang said on Sunday that he had been unfaithful to his wife. The New York Times reported the woman was Alice Huang, a former executive at Singapore-based cloud company Megaspeed.
The Times also reported that US officials had concluded she was a Chinese intelligence asset. Reuters could not verify that claim, and China has denied it.
Two people said Alice Huang had business and investment ties with Chinese tech firms, including Tencent and Alibaba. Neither company responded to requests for comment.
Singapore filings show an Alibaba unit, Apex Enterprise Solutions, financed Speedmatrix, a Malaysian company linked to Megaspeed. Megaspeed has faced questions over whether it helped Chinese customers reach restricted chips, and it denies sending chips to China illegally.
Grey-market traders in China have started stockpiling restricted Nvidia chips, two sources said. They fear a wider US crackdown on smuggling.
A Chinese university with deep ties to the People’s Liberation Army bought Nvidia H200 chips last month, despite being on a US export blacklist. In March, US prosecutors charged Super Micro Computer co-founder Yih-Shyan “Wally” Liaw and two others with plotting to divert servers with Nvidia chips to China.
Prosecutors said a Southeast Asia-based company bought about $2.5 billion of servers from Super Micro between 2024 and 2025. They said a large share went to China, and the defendants have not been convicted.
Nvidia shares fell 6.15% in recent trading and are down 9.4% this year. On TipRanks, the stock holds a Strong Buy rating from 32 Buy and three Hold ratings, with an average price target of $311.17.
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