Nvidia probes Jensen Huang affair with alleged China spy Alice Huang

The investigation follows reporting that US intelligence had identified Alice Huang, an executive at AI compute company Megaspeed, as an agent of China's Ministry of State Security since last year. Nvidia's board announced the probe on Sunday, and Jensen Huang sent employees a memo acknowledging he had been "unfaithful" to his wife.

The backdrop is Nvidia's outsize role in US AI policy. The company's chips underpin advanced AI development in the US, and its CEO has become close with President Donald Trump. Nvidia has also been a major investor across the AI ecosystem, with about $99 billion worth of equity investments in frontier labs, neoclouds, and infrastructure companies. That position makes its chief executive a valuable target for a foreign adversary, and the probe now sits at the intersection of national security and corporate governance.

So far, Nvidia's statement that it has no reason to believe secrets were compromised has not quieted the matter. The investigation is ongoing, and the company has not indicated when it will conclude.