WASHINGTON, — U.S. intelligence agencies have identified Alice Huang, also known as Huang Le, a senior executive at Singapore-based data center company Megaspeed, as a suspected Chinese intelligence asset who maintained a close relationship with Nvidia CEO Jensen Huang, according to The New York Times. The findings emerge as Megaspeed faces a U.S. investigation into the alleged diversion of restricted AI chips to China.
Alice Huang, a Chinese citizen, was reportedly monitored by U.S. intelligence agencies for approximately a year. Officials concluded that she was passing information to Beijing. Her relationship with Jensen Huang raised concerns about possible access to Nvidia’s business plans and discussions concerning U.S. chip export policies. The two are not related.
Megaspeed Faces U.S. Chip Export Investigation
Megaspeed purchases Nvidia-powered computing equipment and rents data center capacity to businesses, including China’s Alibaba. Its Malaysian sister company purchased at least $4.8 billion worth of advanced AI equipment containing Nvidia technology between June 2024 and February 2026, according to trade records.
The investigation began in late 2024 after a U.S. Commerce Department official visited a Megaspeed-operated data center in Malaysia and found Nvidia equipment still packed in boxes, raising suspicions of possible unauthorized shipments.
Singaporean authorities questioned Alice Huang in 2025 before releasing her. Earlier in 2026, the Commerce Department transferred the investigation to the U.S. Justice Department. Investigators are examining whether chips or computing capacity reached China in violation of export restrictions.
Trump Briefed on Intelligence Findings
President Donald Trump was briefed on the intelligence findings in 2025 but reportedly took no direct action. Officials were concerned about disrupting Nvidia’s business operations and complicating trade relations with China.
U.S. authorities reportedly did not provide Jensen Huang with a defensive briefing, a warning issued to Americans believed to be targets of foreign intelligence operations. Officials assessed that the Nvidia CEO was unaware of Alice Huang’s alleged activities.
Surveillance of Alice Huang has continued, while companies affiliated with Megaspeed have continued purchasing Nvidia products.
Nvidia and Megaspeed Respond
Nvidia spokesperson John Rizzo said Jensen Huang’s interactions with Alice Huang were normal business engagements, noting that the CEO speaks with thousands of customer executives annually.
Rizzo said Megaspeed receives ordinary business information, not sensitive trade secrets or information relevant to national security. Nvidia also stated that allegations of Megaspeed diverting chips to China were investigated and debunked the previous year. The company continues to list Megaspeed as a cloud partner.
Megaspeed said it takes the allegations seriously, has retained outside legal counsel to conduct an internal investigation and will cooperate with the U.S. government.
The Chinese government rejected the espionage allegations. Liu Chang, a spokesperson for the Chinese Embassy in Washington, described them as "groundless smears and slanders."
Investigation Continues
Photographs and accounts from industry events reportedly show Alice Huang and Jensen Huang attending the same gatherings, including a Taipei bar in June 2024 and business dinners in the region.
Alice Huang previously held positions connected to Chinese state media and investment firms before joining Megaspeed, which was spun out of a Chinese gaming company in 2023.
The intelligence findings are based on information from people briefed on the matter. No public evidence has been presented that Jensen Huang shared classified or sensitive national security information, and Nvidia has denied any improper disclosure.
The Justice Department investigation remains ongoing.
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