Nvidia CEO Jensen Huang publicly urges Super Micro to tighten compliance after Taiwan detains three in AI server probe
Nvidia (NVDA) Chief Executive Officer Jensen Huang has publicly urged Super Micro Computer (SMCI) to strengthen its compliance procedures, following the detention of three individuals in Taiwan accused of submitting false declarations related to AI servers loaded with Nvidia chips.
Speaking to reporters in Taipei over the weekend, Huang said Nvidia is “rigorous” in explaining export regulations to all its partners and expressed hope that Super Micro “will enhance and improve” its compliance protocols, according to a Bloomberg report.
“Ultimately Super Micro has to run their own company,” Huang told reporters. “I hope that they will enhance and improve their regulation compliance and avoid that from happening in the future.”
The remarks come as the U.S. government tightens restrictions on the export of advanced artificial intelligence technologies to China, particularly high-end chips used to train and run large language models like OpenAI’s ChatGPT. Washington has ramped up scrutiny on supply chains as it seeks to keep cutting-edge AI hardware out of Chinese hands.
Super Micro, which assembles servers using Nvidia’s advanced processors and sells systems for AI data centers, has been a major beneficiary of the AI infrastructure boom. In a statement cited by Bloomberg, the company said it remains committed to working with industry partners to safeguard sensitive U.S. technologies and intellectual property.
Export controls on AI chips have intensified in recent months, with the U.S. Justice Department charging three individuals linked to Super Micro in March, including a co-founder, for allegedly conspiring to smuggle at least $2.5 billion worth of U.S. AI technology into China, according to Reuters.
Bloomberg separately reported earlier this month that a company involved in Thailand’s national AI initiative was suspected of helping move Super Micro servers containing Nvidia chips into China, with Chinese tech firm Alibaba Group Holding (BABA) listed among several end customers connected to the servers.
Nvidia has repeatedly stated that it complies with all U.S. export regulations and works closely with partners to ensure adherence to trade rules. However, the company faces mounting pressure as authorities increasingly probe supply chains tied to AI infrastructure. The fallout could ripple across the AI hardware ecosystem, with potential implications for Super Micro’s stock performance and its relationship with Nvidia.
Nvidia remains the dominant supplier of AI chips used by hyperscalers and enterprise customers building large-scale AI platforms, while Super Micro has emerged as one of the biggest beneficiaries of the AI infrastructure boom. Year-to-date, Super Micro shares have surged 27%, while Nvidia stock is up 14%, reflecting broader investor enthusiasm for AI-related hardware.
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This story was originally published by TheStreet on May 26, 2026, where it first appeared in the Investing section. Add TheStreet as a Preferred Source by clicking here.