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Jensen Huang once said there was ‘no evidence’ Nvidia chips were getting diverted to China. The scandal at Super Micro suggests otherwise.

Experts say the case highlights how the industry appears to not have taken the issue of chip smuggling seriously.

Mar 21, 2026 &03002121202631; 13:00 UTC feeds.marketwatch.com Trending 3/5

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Positive for markets

Sentiment score: +45/100

Moderate impact Short-term (days)

WHAT THIS MEANS

Rule-based L2: BULLISH signal from MarketWatch

AI CONFIDENCE

60% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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NVIDIA

NVDAStock

Expected to rise

Jensen Huang once said there was ‘no evidence’ Nvidia chips were getting diverted to China. The

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SMCI

SMCIStock

Expected to rise

Jensen Huang once said there was ‘no evidence’ Nvidia chips were getting diverted to China. The

PRICE HISTORY

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⚡ SUGGESTED ACTION

Automated signal: BULLISH on primary asset

Analysis generated on Mar 21, 2026 at 15:37 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by MarketWatch. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Jensen Huang once said there was ‘no evidence’ Nvidia chips were getting diverted to China. The scandal at Super Micro suggests otherwise.

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