U.S. intelligence identified Nvidia-linked executive as suspected Chinese asset, New York Times reports

U.S. intelligence agencies concluded that Alice Huang, a senior executive linked to Singapore-based data-center company Megaspeed, was a Chinese intelligence asset who passed information to Beijing, according to The New York Times.

Huang, also known as Huang Le, had already drawn scrutiny over suspicions that Megaspeed helped Chinese companies gain access to advanced Nvidia artificial-intelligence chips despite U.S. export restrictions.

Surveillance of Huang then revealed that she had developed a close relationship with Nvidia chief executive Jensen Huang, raising concern among U.S. officials because of Nvidia’s central role in the global AI industry and Jensen Huang’s growing influence in Washington.

The New York Times reported that U.S. officials believed Alice Huang was gathering information for Beijing, but the report did not establish that Jensen Huang knew of her alleged intelligence role or knowingly provided her with sensitive information.

President Donald Trump was briefed on the intelligence findings roughly a year ago but did not take action, according to the report.

Jensen Huang was not formally warned by U.S. intelligence officials at the time.

Megaspeed has also been investigated over whether its operations helped Chinese customers circumvent U.S. controls on advanced AI chips. A Malaysian sister company bought at least $4.8 billion worth of AI hardware containing Nvidia chips between June 2024 and February 2026.

Nvidia rejected suggestions that sensitive information had been shared and said Jensen Huang routinely meets executives from major customers. The company also said earlier allegations that Megaspeed had diverted Nvidia chips to China had been investigated and debunked.

China’s embassy dismissed the allegations as “groundless smears and slanders.”