DOJ launches separate investigations into Nvidia, Super Micro and Megaspeed

The U.S. Department of Justice announced three distinct probes: an antitrust inquiry into Nvidia and two investigations into Super Micro and Megaspeed tied to alleged Chinese espionage involving Alice Huang. The news sent Super Micro Computer shares sharply lower and nudged Nvidia stock down as investors weighed regulatory risk. The investigations are reported as unrelated to each other and no criminal charges have been indicated at this time.

The probes introduce regulatory uncertainty for companies that supply AI hardware, which could depress demand and affect earnings. Super Micro’s share price fell double‑digit on the news, and Nvidia also slipped, reflecting immediate market reaction.

  • 1The DOJ opened three separate investigations: one antitrust probe of Nvidia and two investigations of Super Micro and Megaspeed concerning alleged Chinese spy involvement.
  • 2Super Micro Computer shares dropped 10.5% after the report.
  • 3Super Micro shares fell 13% by noon on Thursday, according to the second source.
  • 4Nvidia shares were down about 5% following the announcement.
  • Super Micro share decline reported as 10.5% in material 1 and 13% in material 2.

Sources