US Intelligence Believes Nvidia CEO Was Targeted by Chinese Spy

US intelligence agencies believe Nvidia chief executive Jensen Huang was targeted by a Chinese spy who had done business with him, the New York Times reported on October 29, 2026. The alleged spy is Alice Huang, also known as Huang Le, an executive at Megaspeed, a data center company based in Singapore. Alice Huang is a Chinese citizen, and The Guardian reported that she is not related to Jensen Huang.
The case sits within a long-running dispute over advanced artificial intelligence chips. The Trump administration has restricted exports of these chips to China as a matter of national security, meaning US companies face limits on selling them there. Alice Huang had previously been suspected of smuggling Nvidia chips into China, and US officials surveilled and monitored her as a result. She was also suspected of helping the Chinese government get around those export restrictions.
Megaspeed was once poised to buy $2 billion worth of Nvidia AI chips, according to a New York Times report from October 2025. Bloomberg has reported that Huang Le Ltd. sold Megaspeed to a Singapore shell company in November 2023, and that Megaspeed's current chief executive is Tan Yong Pong, a Singapore national.
According to the New York Times, citing unnamed sources, US officials determined that Alice Huang was acting as a Chinese intelligence asset, passing commercial information to Beijing. In the course of that surveillance, officials also determined that she had developed a close relationship with Jensen Huang. The newspaper reported that White House officials are alarmed by her access to the head of Nvidia, given his close relationship with President Donald Trump.
The Guardian reported that Jensen Huang has built a close partnership with Trump at a time when the US government is trying to defend its position as a leader in AI development.
Nvidia told the New York Times that there was nothing out of the ordinary about Jensen Huang's interactions with Alice Huang. A company spokesperson said meetings with customers are part of a chief executive's job, and that Jensen Huang speaks with thousands of customer executives every year. Nvidia also said that Megaspeed and customers like it receive ordinary business information, not sensitive Nvidia trade secrets, and no information relevant to national security.


