What happened
The New York Times reported, citing people briefed on classified findings, that US authorities concluded Megaspeed executive Alice Huang was a spy who passed information to China's government. She was close to Nvidia CEO Jensen Huang.
Why it matters
Huang's ties to Megaspeed, which Nvidia said it investigated and found to be a customer no different from any other, may have made the Nvidia CEO a spy target, though he has not received the defensive briefing US authorities give such targets.
WHO IT HITSUS trade-restriction enforcers and corporate security teams at chip firms dealing with Chinese-linked customers are the roles most directly affected, given the classified conclusion about Megaspeed and its executive, according to the report.
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The conclusion about Alice Huang follows a period in which Megaspeed was already on watch. As of October 2025, the Singapore company was suspected of evading US trade restrictions and diverting Nvidia AI chips to China, and it was under monitoring.
The report places Jensen Huang in proximity to that scrutiny through his acquaintance with Huang. A White House official is said to be concerned that her contact with the Nvidia CEO is possible because of his close relationship with President Trump. At the same time, Huang has not received the defensive briefing that US authorities give people who have been targeted by foreign spies.
Nvidia's position is that it looked into the Megaspeed chip-diversion question and rejected it, describing Megaspeed as a customer no different from any other. Spokesperson John Rizzo told The New York Times that meeting customers is part of the CEO's job and that seeing Alice Huang would be neither odd nor unexpected, noting that Jensen Huang meets thousands of executives from customer companies every year.
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