WHAT YOU NEED TO KNOW
  • American intelligence reportedly believes Nvidia CEO Jensen Huang had a romantic relationship with Alice Huang, an alleged Chinese intelligence recruit.
  • Congressional Republican chairmen requested a closed door Nov. 18 briefing from Huang about his dealings with Alice Huang.
  • Megaspeed reportedly built Southeast Asian data centers and rented computing power to Alibaba, providing access to advanced Nvidia chips.
  • The Commerce Department approved roughly two dozen Chinese firms to handle H200 chips, including companies with ties to sanctioned entities.

American officials believe Nvidia CEO Jensen Huang had a romantic relationship with Alice Huang, a Megaspeed executive whom American intelligence believes was recruited to spy for China’s Ministry of State Security, according to the Financial Times.

The Financial Times reported Friday that officials prepared a memo earlier this year using information obtained by American intelligence. The memo said Jensen Huang had been romantically involved with Alice Huang, who is not related to him.

The memo reportedly circulated among a small group of senior officials shortly before President Trump traveled to Beijing for a summit with Xi Jinping. Nvidia declined to comment on the memo or the assertion that the two had an intimate relationship.

The New York Times separately reported that a memo circulated among senior Trump administration policymakers last spring. It cited intelligence identifying Alice Huang as a spy for the Ministry of State Security, which the Times described as Beijing’s main intelligence agency.

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According to that report, she was recruited to gather intelligence on Jensen Huang as part of an effort involving American AI chips. The operation also potentially sought to influence Nvidia to push for its most advanced chips to become available in China.

The reported relationship did not appear to end Jensen Huang’s access to Trump. Huang was initially absent from the group of chief executives who departed Washington aboard Air Force One when Trump flew to China in May.

After Trump learned Huang had been excluded, he called the Nvidia CEO, according to the Financial Times. Huang then flew to Alaska and boarded the presidential aircraft during a stopover, and he later attended Trump’s September state dinner for Xi during the Chinese leader’s visit to the United States.

American intelligence agencies conducted electronic surveillance of Alice Huang, a Chinese citizen, for at least a year, according to previous reporting. Trump was briefed last year about Jensen Huang’s relationship with her but chose not to act.

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The Republican chairmen of the House Foreign Affairs Committee, House Intelligence Committee and House Select Committee on the CCP asked Jensen Huang to participate in a closed door briefing on Nov. 18. The requested briefing concerns his dealings with Alice Huang.

Alice Huang speaks English well and has relationships with senior executives across the AI chip industry, including Jensen Huang and leaders of Gigabyte. Gigabyte was described as one of the leading assemblers of Nvidia supercomputers.

It remains unclear when Jensen Huang and Alice Huang first met. They were photographed together at a Taipei bar in 2024, around the time Megaspeed began a multibillion dollar purchase of advanced AI chips, while additional images and videos circulated online.

Megaspeed has built data centers in Southeast Asia and rented computing power to Alibaba. The Times described that arrangement as a backdoor method for China to access advanced Nvidia chips that American rules prevent Nvidia from selling there directly.

The company was spun off from a Chinese gaming business in 2023 and has faced American scrutiny over allegations that it smuggled advanced Nvidia chips into China. Nvidia conducted an internal investigation and found no evidence of wrongdoing, according to the Financial Times.

The Times also reported that a network of Shanghai and Zhejiang companies and investors connected to Alice Huang had a financial link to China’s military establishment. That connection involved an investment in a cybersecurity subsidiary of China Electronics Technology Group, a major Chinese military technology manufacturer.

Peter Mattis, a former CIA counterintelligence analyst who now leads the Jamestown Foundation, told the Times that China’s spy agency views technology as “the key fight for dominance in the economic world.” He added, “Jensen is someone you'd want to influence because he wields a lot of power and is at the crux of a world-shaping technology.”

Jensen Huang has spent years lobbying Washington to permit AI technology sales to China, arguing that such sales would create competition for Huawei and slow its AI development. In 2025, he persuaded Trump to reverse a prohibition on AI chip sales to China and permit Nvidia to sell a less powerful chip there.

Huang later reached an agreement with Trump allowing Nvidia to sell its second most powerful chip, the H200, to China, with the United States receiving a 25% cut. Trump also considered permitting Blackwell chip sales before backing away, while Huang said in May that China should not receive Blackwell or the forthcoming Rubin chip.

The Commerce Department approved roughly two dozen Chinese companies to buy or handle H200 chips, including some with ties to sanctioned companies. New Matrix and Maginfra, two approved assemblers, appeared empty or deserted when visited by Times reporters.

Nvidia spokesman John Rizzo said Huang’s interactions with Alice Huang were “not unusual.” A Chinese embassy spokesman called the reporting “unsubstantiated” and “nothing but smears against China,” while Alice Huang could not be reached and the White House and CIA declined to comment.

Huang had until Nov. 11 to tell the three Republican chairmen whether he would attend the Nov. 18 briefing. That scheduled date falls one day after Nvidia reports earnings.

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