Semafor reported no indication that prosecutors planned to bring criminal charges against Nvidia or Jensen Huang. Nvidia and the Justice Department did not comment to the outlet; Megaspeed and Supermicro did not immediately respond. The report linked the inquiries to Washington’s response to the departure of Nvidia’s longtime chief executive, following Jensen Huang’s resignation.
The antitrust scrutiny predates his departure. Reuters reported Oct. 28 that Justice Department officials had asked about Nvidia’s proposed $12.93 billion purchase of Hugging Face while continuing an investigation opened during the Biden administration. People familiar with the matter said officials were examining acquisitions, investments, sales practices and possible pressure on customers. They also questioned whether Hugging Face could give Nvidia control of an important distribution point for artificial intelligence. Nvidia said the deal was expected to close in the first half of 2027, and that Hugging Face would continue supporting different chip, cloud and AI providers.
Officials also examined Nvidia’s Groq licensing agreement, including whether customers received larger chip allocations when buying networking equipment and Groq processors. The review included Nvidia’s purchases of SchedMD and Run:ai. Nvidia declined to comment to Reuters; a Justice Department spokesperson cited department policy in declining to discuss individual matters.
Bloomberg reported that Nvidia general counsel Tim Teter contacted Commerce Under Secretary Jeffrey Kessler in late summer 2025 about Megaspeed and Alice Huang’s detention in Singapore. Teter wanted to know whether the Bureau of Industry and Security had been involved, according to people familiar with the matter. Nvidia said its lawyer did not know about the affair at the time. The Justice Department later asked the bureau to pause its work, the report said. Megaspeed denies diverting chips to China and said Singapore’s investigation ended earlier this year without adverse action against the company.
Supermicro disclosed in a quarterly SEC filing that it received a grand jury subpoena seeking records on an indictment unsealed March 19 against three people employed by or associated with the company. The requested material includes information about the alleged export-control conspiracy, Supermicro’s compliance program and internal controls. The company said it is cooperating. It also reported Commerce Department requests concerning customers and proposed transactions involving restricted graphics processors, but said it had not been told it was a target and could not estimate potential losses.
In a Nov. 11 letter, Senator Michael Bennet asked four senior administration officials for an update on the Megaspeed investigation and requested written responses by Nov. 24, 2026. The Colorado Democrat also urged consideration of placing Megaspeed on the Entity List or using an “Is Informed” letter to block specified semiconductor shipments, and called for work with Singapore, Malaysia and Indonesia on possible export-control violations. His questions include Chinese customers’ remote access to advanced chips, purchases through subsidiaries of Chinese companies, and how agencies shared intelligence assessments about Alice Huang and Megaspeed.
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