
米半導体大手エヌビディアの製品が、米国の輸出規制を回避して上海のデータセンターに流出した疑いが浮上。アリス・フアン氏の関連企業を巡り、米司法省やシンガポール、マレーシア当局が調査を進めている。
AI-generated summary
米国は先端半導体の中国への輸出を規制しており、規制対象製品の流出経路が国際的な調査対象となっている。
【北京時事】米半導体大手エヌビディアのフアン前最高経営責任者(CEO)の不倫相手とされた中国人実業家アリス・フアン(黄楽)氏の関連企業を巡り、米国や東南アジアの当局が調査を進めている。米国が対中輸出規制の対象とする半導体が上海拠点に流れたとも報じられ、調達経路の解明が焦点となっている。
米ブルームバーグ通信は13日、アリス氏が創業した上海の人工知能(AI)インフラ企業の子会社が、2025年時点で上海のデータセンターに禁輸対象のエヌビディア製半導体を保有していたと伝えた。半導体は米デル・テクノロジーズや米スーパーマイクロ・コンピューター製のサーバーに搭載され、その一部はシンガポールのクラウド事業者を経て上海拠点に流れたという。
米連邦検察も、アリス氏の関連企業がスーパーマイクロ製品の対中密輸に関与したか調べているという。ただ、同氏は17年にAIインフラ企業の持ち分を手放しており、関与は確認されていない。
米CNNによると、米司法省と商務省は24年、アリス氏が幹部を務めたシンガポールのデータセンター企業「メガスピード」の調査を開始。シンガポールの警察と税関も25年から捜査している。マレーシア投資貿易産業省は今月13日、同社の現地法人が輸入したAI半導体について、違法性の有無を確認中だと説明した。
AI outlook — possibilities, not facts
米司法省による調査の進展
Likely · Within months

Tama Home announced that it has applied to three non-life insurance companies to close down its insurance agency business due to the issue of fraudulent fire insurance claims. It was revealed that multiple employees at the Takamatsu branch had filed hundreds of false and inflated claims, and three non-life insurance companies have decided or are considering suspending new sales. The company is considering an internal investigation involving experts, but has not disclosed details, including whether there were any fraudulent charges.

Nidek, a major motor company that has been accused of accounting fraud, has postponed the submission of its semi-annual report for the April-September period of 2026 to the Financial Services Agency and has announced that it will apply for an extension until December 16th. There has been a delay in correcting figures for past years at our North American base, and auditing firm reviews are also taking time. A revised securities report for the fiscal year ending March 2026 will be issued as soon as an appropriate opinion is obtained, but the semi-annual report will be submitted without waiting for that.

The Financial Times reported that Nvidia's board of directors approached Arm CEO Haas as a candidate to replace Jensen Huang after his resignation. Mr. Huang resigned due to allegations of extramarital affairs with women suspected of being Chinese intelligence agents, and CFO Mr. Cress also served as interim CEO. Other names mentioned include Haas, Kress, and AMD CEO Su.

According to the Federal Reserve's Financial Stability Report, a survey of market participants found that artificial intelligence (AI) was the most frequently cited risk factor threatening financial stability over the next 12 to 18 months. It has been pointed out that there is a sense of caution about soaring stock prices due to the AI boom, a drop in stock prices due to a decline in corporate profits, and concerns about pressure on corporate finances due to the rapid expansion of AI-related investments. Geopolitical risk, which was the most frequently cited risk in the previous survey, has fallen to 8th place.
![[ITmedia Business Online] Jensen Huang, the man who created NVIDIA, had a turbulent life from “washing dishes at Denny’s” to “leading role in the AI era”](/api/img?u=https%3A%2F%2Fimage.itmedia.co.jp%2Fbusiness%2Farticles%2F2611%2F14%2Fcover_news008.jpg&w=320&q=72&f=webp)
NVIDIA co-founder Jensen Huang (age 63) resigned as CEO and director of the company on November 12th. CFO Colette Kress will serve as interim CEO. The announcement came days after the affair was reported, and the company's stock price fell more than 10%.
![[ITmedia Business Online] NVIDIA founder's resignation raises questions about the limits of a "one-man intensive system" due to the absence of "number two"](/api/img?u=https%3A%2F%2Fimage.itmedia.co.jp%2Fbusiness%2Farticles%2F2611%2F14%2Fcover_news010.jpg&w=320&q=72&f=webp)
On November 12, NVIDIA announced the resignation of co-founder and CEO Jensen Huang, who served for 33 years. This was four days after the board of directors launched an investigation into an affair with a woman suspected of having ties to Chinese intelligence. CFO Kress was appointed interim CEO, and the stock price at one point fell more than 14%.