Nvidia faces scrutiny over China revenue exposure amid spy concerns

New Street Research estimates as much as 10% of Nvidia's revenue may trace back to China as a suspected espionage case puts the chipmaker under a microscope Wall Street is quietly running a new kind of stress test on Nvidia . The question is no longer about demand. It is about how much of the business could be exposed if Washington decides to look harder at where its chips end up. The trigger is a story that sounds more like a streaming thriller than an earnings call. US intelligence has assessed that a former executive at a Singapore data center firm, who reportedly had a close romantic relationship with CEO Jensen Huang, was a Chinese intelligence asset. On Monday, New Street Research put a figure on the risk.

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