US intelligence believes Chinese spy targeted Nvidia chief Jensen Huang

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US officials reportedly concluded that Alice Huang passed information to Beijing.
Her relationship with Jensen Huang drew White House concern, according to The Guardian.
Nvidia said Megaspeed received ordinary business information, not sensitive trade secrets.

US intelligence agencies believe Nvidia chief executive Jensen Huang was targeted by Alice Huang, an executive at Singapore-based data centre company Megaspeed who had done business with him, The Guardian reported on October 29, 2026. American officials reportedly concluded that she was acting for Chinese intelligence and passing commercial information to Beijing.¹

Scrutiny of a customer executive

American officials determined that Alice Huang had developed a close relationship with Nvidia’s chief executive, according to both The Guardian and The Japan Times. The Japan Times reported on October 30 that US spy agencies had gathered intelligence about her and that surveillance had revealed the relationship.¹²

The scrutiny also concerned the movement of Nvidia chips. According to The Guardian, Alice Huang had previously been suspected of smuggling the company’s chips to China and was subsequently monitored by American officials. The Japan Times described her as being investigated over the possibility that she was directing advanced Nvidia artificial intelligence chips to China.¹²

Both outlets reported that US officials concluded she was a Chinese intelligence asset. The Guardian described the information allegedly passed to Beijing as commercial information; The Japan Times also reported that officials believed she was sending information to Beijing. Those accounts describe US intelligence assessments and suspicions about her activities, rather than establishing the allegations independently.¹²

Export controls and White House concern

Citing national-security concerns, the Trump administration limited shipments of advanced AI chips to China. The Guardian reported that Alice Huang was suspected of helping the Chinese government get around those restrictions. The suspected chip transfers and the alleged sharing of commercial information were both elements of the reported scrutiny.¹

According to The Guardian, White House officials were concerned about Alice Huang’s access to Jensen Huang because of the Nvidia chief’s close partnership with President Donald Trump. The reported concern therefore extended beyond her business dealings with the US chip company to his relationship with the president.¹

Nvidia describes routine business contact

Nvidia said there was nothing unusual about Jensen Huang’s interactions with Alice Huang. A company spokesperson said: “Meetings with customers are part of a CEO’s job; Jensen talks with thousands of customer executives every year”.¹

The company also said that Megaspeed and comparable customers were given routine business information, rather than sensitive Nvidia trade secrets or material relevant to national security. Its response characterised the contacts as normal customer relations and rejected the suggestion that those dealings provided access to sensitive company information.¹

Why it matters

For European readers, the story concerns the intersection of AI-chip commerce and US national-security policy: Washington has restricted advanced chip exports to China, while an executive at a Singapore-based customer is suspected of helping bypass those controls. Nvidia’s response draws a distinction between ordinary customer information and sensitive trade secrets.¹