Report claims Nvidia CEO Jensen Huang may have been targeted via a 'Chinese intelligence asset'

What is alleged?

According to The New York Times, Alice Huang (Huang Le), a managing director at Singapore-based AI firm Megaspeed, was allegedly acting as a Chinese intelligence asset and feeding information to Beijing. Megaspeed is an Nvidia cloud partner that builds data centers and rents compute to Chinese firms such as Alibaba.

How the investigation began

The report says the U.S. Commerce Department visited the firm's Malaysia data center and found Nvidia equipment still packed in boxes. That raised suspicion that the machines had just been shipped in or were about to be shipped out rather than installed. Megaspeed was previously accused of helping smuggle $2 billion worth of Nvidia chips last year.

The link to Jensen Huang

Per the report, Alice Huang was seen publicly with Jensen Huang around Computex 2024 and again around Computex 2025, alongside other business associates. Nvidia said the CEO meets thousands of customer executives every year and that such interactions are not unusual.

Nvidia and China respond

An Nvidia spokesperson said regional cloud customers receive ordinary business information, not sensitive trade secrets or national-security-relevant data. The company added that it receives updates from the U.S. government about parties of concern and acts accordingly. The Chinese embassy in Washington called the allegations "groundless smears and slanders."

Why it matters

U.S. officials reportedly do not believe Jensen Huang was aware of the alleged intelligence activity, and he has not received a defensive briefing. The case puts a spotlight on export-control enforcement and security risks across the AI chip supply chain.