Huang Renxun is involved in the spy storm! The whole story has been sorted out, and this incident has remained a mystery so far

U.S. intelligence agencies identified Megaspeed's Chinese senior executive Huang Le as a Beijing intelligence asset and established a close relationship with Huang Renxun.

Huida CEO Huang Renxun was involved in the suspicion of a Chinese female spy, and the incident continued to spread. From a photo taken in a Taipei bar in 2024 to investigations by U.S. intelligence agencies and congressional requests for clarification, it is now reported that the U.S. intelligence memorandum involves the personal relationship between Huang Renxun and Chinese female supervisor Huang Le (also known as Alice Huang). Who is Huang Le? What’s the intersection between her and Jen-Hsun Huang? And why does it raise concerns about U.S. national security? The whole incident gradually emerged, but when the two first met is still an unsolved mystery.

The New York Times disclosed as early as early October 2025 that Huang Le is a Chinese business executive and former managing director of Megaspeed International, a Singapore data center company. The company has a historical relationship with the Chinese gaming company 7Road. It later entered the artificial intelligence data center business and became a customer of Huida AI chips.

Megaspeed deploys data centers in Southeast Asia to provide enterprises with AI computing capabilities. Since the United States has restrictions on the export of advanced AI chips to China, Megaspeed's business relationships with Chinese companies have attracted the attention of the U.S. government.

The New York Times stated that in early June 2024, Huang Renxun and a number of Asian technology industry executives gathered in a bar overlooking the city in Taipei, and Huang Le was also present.

Parker Schmitt, CEO of technology company NetThunder, who was present at the time, recalled that Huang Le once said that he could invite Huang Renxun to the party, and then Huang Renxun showed up, drank whiskey with everyone and took photos. However, Huida said that Huang Renxun had originally planned to attend the party.

In May 2025, after Huang Renxun and other AI suppliers had dinner at a Taipei restaurant, Huang Le was photographed leaving the restaurant with him and Huida's entourage.

It is worth noting that the New York Times pointed out that it is still unclear when Huang Renxun and Huang Le first met. In other words, although the 2024 Taipei bar photo is an important public record of being together, it cannot prove that the two met for the first time that night.

The initial focus of the U.S. government was actually Megaspeed's chip flow. According to a 2025 report by The New York Times, the U.S. Department of Commerce investigated whether Megaspeed helped Chinese companies circumvent U.S. export controls and obtain restricted Huida AI technology through overseas data centers or other channels.

In October 2026, the New York Times further cited trade records and pointed out that Megaspeed's affiliated companies in Malaysia purchased at least US$4.8 billion in advanced AI equipment containing Huida chips and technology from June 2024 to February 2026.

For a company that is not well-known, the huge purchase amount has caused doubts in the United States. However, the US$4.8 billion is the total value of equipment purchases, not the confirmed illegal transfer amount. Huida stated that it has inspected Megaspeed-related GPU deployment and found no evidence of illegal transfer to China.

The incident took a major turn on October 29, 2026. The New York Times reported, citing people familiar with the matter, that during the investigation of Megaspeed, U.S. intelligence agencies discovered through surveillance that Huang Le had close contacts with Huang Jen-Hsun and determined that she was a Chinese intelligence asset passing information to Beijing.

In early November this year, the New York Times revealed that an intelligence memo that had been circulated among senior Trump administration officials pointed out that Huang Le was allegedly recruited by China’s Ministry of National Security, and his tasks included collecting intelligence on Huang Jen-Hsun and the U.S. AI chip industry, and possibly trying to influence Huida’s position in supporting the opening of advanced chip exports to China.

The report pointed out that Trump had previously received relevant intelligence briefings but took no action. However, the United States has not disclosed complete intelligence evidence, and the intelligence activities Huang Le is accused of have not been confirmed by judicial procedures. China denies the relevant accusations and criticizes the United States for conducting groundless smears.

The Financial Times reported on November 7, citing people familiar with the matter, that U.S. officials had produced an intelligence memorandum assessing the possible romantic relationship between Huang Jen-Hsun and Huang Le, and provided the relevant content to a small number of senior officials.

This news has once again attracted outside attention to the investigation that originally focused on chip transactions and business dealings. However, what the Financial Times reported was a US intelligence assessment, not a confirmed personal relationship between the two. The full text of the relevant memo has not been made public, and the outside world cannot independently verify the intelligence content. There is no public evidence to prove that Huang Renxun participated in espionage activities.

In the face of external doubts, Huang Renxun said in an interview with Bloomberg at the end of October this year that Huida's business dealings with Megaspeed were normal, and they had checked the relevant GPU deployment situation and confirmed that no chips had been illegally transferred to China.

Huang Jenxun emphasized that his interactions with Huang Le were all related to the Megaspeed business and were no different from interactions with other account executives.

A spokesman for Huida also told the New York Times that Huang Renxun contacts thousands of senior customer executives every year, and meeting Huang Le was not unusual. What the company's regional cloud customers obtain is general business information, not sensitive business secrets or information involving U.S. national security.

This incident has spread from business and intelligence suspicion to the U.S. Congress. Reuters reported in November that three Republican chairs of the U.S. House Foreign Affairs Committee, the Special Committee on China and the Intelligence Committee had jointly sent a letter to Huang, requesting him to attend a closed-door briefing on November 18.

Congress wants to know about the interactions between Huang Jen-Hsun and Huang Le, and how Huida prevents infiltration by foreign intelligence agencies and protects sensitive technology and information.

From a group photo in a Taipei bar in 2024 to the exposure of a U.S. intelligence memorandum in 2026, Huang Renxun and Huang Le’s dealings have become the focus of the U.S.-China AI technology struggle. However, it remains to be clarified when the two met, what information Huang Le actually passed to China, and whether the United States has more evidence that has not yet been made public. How this suspicion of communist espionage develops will also receive attention with the follow-up investigation by the U.S. Congress.