NYT: U.S. Intelligence Identifies Nvidia CEO’s Associate as Chinese Intelligence Asset

U.S. intelligence agencies have identified Alice Huang, an executive at Singapore-based Megaspeed, as a Chinese intelligence asset who maintained close contact with Nvidia CEO Jensen Huang, according to a report by The New York Times on October 29. Reports suggest Huang could have been relaying information to Beijing, though the specific data remains undisclosed.

The investigation commenced in late 2024, amid concerns that Megaspeed, a company involved in buying Nvidia's advanced AI chips, was diverting them to China through indirect means. Electronic surveillance revealed communications between Huang and a U.S. citizen, ultimately identifying her as Jensen Huang. Huang's social media posts also depicted her spending time with him, raising suspicions.

Megaspeed, operating as a cloud partner for Nvidia chips, has reportedly purchased and leased AI equipment valued at $4.8 billion between June 2024 and February 2026. A U.S. Department of Commerce investigation found some equipment still uninstalled, raising suspicions of covert shipment to China. White House officials were briefed on the findings around a year ago but decided against taking action, citing the significance of Nvidia to the U.S. economy and trade relations with China.

Nvidia has dismissed any suggestion that Huang's relationship with Huang went beyond business, stating interactions were routine. The Chinese Embassy in Washington called the allegations "groundless smears," while Megaspeed expressed willingness to cooperate with the investigation, retaining legal counsel for an internal probe.