Nvidia Chief Seen As Target of Chinese Spy Plot

October 29, 2026

An anonymous reader quotes a report from The New York Times: American spy agencies had gathered striking intelligence. A top executive at a Singapore-based data center company was under scrutiny for possibly steering advanced Nvidia A.I. chips to China. And now American officials had concluded that she was a Chinese intelligence asset (source paywalled; alternative source), funneling information to Beijing. But what came next was even more alarming. Surveillance of the executive, Alice Huang or Huang Le, a Chinese citizen, revealed that she had developed a close relationship with Jensen Huang, Nvidia’s chief executive.

For years, Washington has worked to deny China the technology needed to match or surpass the United States in the intense global competition for superiority in artificial intelligence. The discovery that Beijing was getting reports from someone with direct access to Mr. Huang, one of the most powerful figures in the A.I. revolution as well as an influential ally of President Trump’s, set off alarms at the White House. Roughly a year ago, Mr. Trump was briefed about the intelligence findings, which have not been previously reported, and chose not to do anything with the information. Mr. Trump has been wary of disrupting Nvidia’s chip sales, which are helping to drive the economy and the stock market, and of further complicating the trading relationship with China.

This account is based on interviews with people briefed on the surveillance, who spoke on the condition of anonymity because the findings are drawn from classified intelligence, as well as other officials and industry executives and analysts. American officials already suspected that Ms. Huang was helping China evade constraints on its ability to gain access to advanced A.I. chips. But the revelation that she was feeding information directly to Beijing raised more troubling possibilities, including that Mr. Huang had insights into Mr. Trump’s thinking on an issue of vital importance to both nations, one likely to come up when the president visits China next month. And it left questions about whether she could be gleaning information about Nvidia, which as much as any company accounts for the lead the United States has maintained in developing cutting-edge A.I. models. The surveillance of Ms. Huang continues, they said, and companies that have been affiliated with her continued this year to purchase Nvidia chips.

Nvidia said in a statement: “Jensen’s interactions with Ms. Huang are not unusual or unexpected. Meetings with customers are part of a CEO’s job; Jensen talks with thousands of customer executives every year.” Nvidia is “confident that if the U.S. government believes that any person is a threat to American industry, it would let us know.” Customers like Megaspeed, the company that employed Ms. Huang, “receive ordinary business information — not sensitive Nvidia trade secrets — and zero information relevant to national security,” the company added.

In a statement to The New York Times, Megaspeed said that its “current leadership” takes the matter “extremely seriously and is committed to getting to the facts behind these allegations.” It added that “outside counsel has been retained to conduct a thorough internal investigation and has notified the U.S. government that we are fully committed to cooperating.”