The New York Times reported that spies from China targeted Nvidia CEO Jensen Huang.

Meta description: US intelligence links Alice Huang to Beijing information passing; Megaspeed is investigating as Nvidia says no sensitive data was shared with the firm.
Tags: Nvidia, Megaspeed, China, AI hardware, US intelligence
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US intelligence agencies believe an executive in Nvidia CEO Jensen Huang's circle is an informant for China. The reported figure is Alice Huang, also known as Huang Le, who is tied to Megaspeed, a Singapore-based data center operator. The story matters because it connects a personal relationship near Nvidia's leadership to a corporate channel that US authorities suspect of helping China obtain Nvidia chips.

Background: The reported executive and Nvidia's circle

The New York Times report says US authorities discovered during monitoring that Alice Huang passed information to Beijing and maintained a close connection to Jensen Huang. That proximity places the allegation inside a leadership orbit, not merely at the edge of a customer relationship.

Jensen Huang did not receive a warning, and US officials believed at the time that he was unaware of the alleged information passing. Nvidia's response separates ordinary customer contact from sensitive disclosure. A spokesperson said meeting with customers is part of a CEO's job and that Megaspeed does not receive sensitive information.

Development: Megaspeed and the $4.8 billion hardware trail

US authorities also suspect that Megaspeed helps China obtain Nvidia chips. The most concrete reported number is a spending trail tied to a Malaysian sister company. Between June 2024 and February 2026, that company bought at least $4.8 billion worth of artificial intelligence (AI) hardware using Nvidia chips.

That purchase pattern gives the allegation a commercial dimension. The concern is not only what one executive may have shared, but also whether a company linked to Megaspeed could serve as a route for Nvidia hardware into China. The large dollar figure makes that route difficult to dismiss as a minor transaction.

Latest progress: A delayed briefing and new denials

President Trump reportedly learned about the issue about a year ago and took no action, likely to avoid interrupting Nvidia's chip sales or worsening trade ties with China. That detail places the issue at the intersection of intelligence reporting, chip commerce, and diplomacy.

Megaspeed said it has opened an internal investigation. A spokesperson for the Chinese embassy dismissed the allegations as "groundless smears and slanders." The result is a set of competing positions: the US intelligence view reported by The New York Times, Nvidia's customer-relationship defense, Megaspeed's internal review, and China's diplomatic denial.

Current stage: What to watch next

The story is now at the stage of public allegations, corporate rebuttal, and an internal inquiry. The key question is whether the reported information passing by Alice Huang will be treated separately from Megaspeed's suspected role in Nvidia chip access, or whether the two threads will be examined together.

For readers, the timeline is the clearest guide: a close executive relationship, a $4.8 billion hardware purchase pattern spanning June 2024 to February 2026, a delayed briefing decision, and now an internal investigation. Further developments may hinge on whether more details emerge about the purchases, the internal review, or the reported briefing.