From todayGOP Senator Urges Nvidia CEO Huang to Resign Over Spy Scandal as House Threatens Subpoena

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  42%

  +0.3%

  Huang Survives Probe

  Nvidia’s board concludes there is no evidence Jensen Huang knowingly enabled diversion of H200 chips to blacklisted Chinese entities. Congress continues oversight, but the near-term crisis shifts toward compliance controls rather than leadership removal.

  Technology +0.4%

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  27%

  −0.6%

  Congress Escalates

  House Republicans follow through on subpoena threats after Nvidia fails to satisfy lawmakers’ demands for documents and testimony. The focus expands from Huang personally to Nvidia’s export-control systems, distributors, and China sales channels.

  Technology −1.0%

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  21%

  −0.7%

  Leadership Change

  Political pressure and the board probe make Huang’s position untenable, even without a final finding of wrongdoing. Nvidia moves toward a leadership transition to protect government contracts, export licenses, and bipartisan relationships in Washington.

  Technology −0.9%

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  10%

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  Probe Broadens Sharply

  New intelligence or documents push the matter beyond congressional oversight into a federal investigative track. This remains less likely than a contained board-and-House process, but the combination of CIA briefings, blacklisted entities, and subpoena threats creates a tail-risk path.

  Technology −1.6%