What happened
NVIDIA CEO Jensen Huang's admission of affairs with two women — one of whom was alleged to be a Chinese spy — has unsettled China's AI sector. According to Wccftech, Chinese AI companies have moved into action following the controversy.
The supply race
Companies are trying to ensure enough AI GPUs are on their soil before Washington enforces a strict ban on the hardware. The report says Chinese firms have contacted data center operators across Southeast Asia to lock in long-term arrangements.
Why it matters
US export restrictions have already limited Chinese AI companies' access to NVIDIA's most powerful accelerators. The prospect of a new ban is accelerating efforts to secure compute capacity through the region.
Open questions
The source does not specify which companies are negotiating, the size of any deals, or the timing of a possible ban. The allegations against Huang have not been established as findings in a court.
