US Intelligence: “Nvidia CEO Jensen Huang had an affair with a Chinese spy”

The US government believes that Jensen Huang, the CEO of Nvidia, had a romantic relationship with a woman who US intelligence considers to have been recruited by China's Ministry of State Security: Alice Huang, also known as Huang Le. The Financial Times writes this, confirming with its own sources what the New York Times wrote at the end of October.

At the beginning of the year, American officials reportedly drafted a memo, based on intelligence information, in which Huang was linked to the executive of the same name at Megaspeed, a company based in Singapore and a client of the semiconductor group. The document was reportedly shared with a close circle of senior officials shortly before Trump's trip to Beijing for the summit with Xi Jinping. Photos and videos of the two together are circulating on social media.

Megaspeed, spun off in 2023 from a Chinese video game company, is under scrutiny over suspicions of having introduced advanced Nvidia chips into China in violation of export regulations. According to the NYT, the Commerce Department has been investigating it since late 2024, after an official found a data center in Malaysia with equipment still in its packaging anomalous; the investigation turned over to the Justice Department this year. The company would purchase the processors through the American subsidiary of Inspur, blacklisted by the US for supplies to the Chinese military, and resell them to customers such as Alibaba; the Malaysian sister would have bought at least 4.8 billion dollars of equipment with Nvidia chips between June 2024 and February 2026.

Nvidia claims that this is a normal regional customer and that the allegations of smuggling, already examined in an internal investigation, have not been substantiated.

The New York Times added that Trump had been informed about the relationship with Huang about a year ago, but chose not to intervene: he feared, according to the reconstruction, of damaging chip sales, which support the economy and the stock market, and of complicating commercial relations with Beijing, which in the meantime has confirmed the negotiations at an advanced stage for a trilateral meeting in China at the end of the month between Trump, Xi and Putin.