US Intel Found Chinese Spy Was Hobnobbing With Nvidia CEO

US intelligence officials have zeroed in on an unexpected figure in America's tech battle with Beijing: Nvidia CEO Jensen Huang. In an exclusive, the New York Times reports that American agencies found that a senior executive at Singapore-based data-center firm Megaspeed, Alice Huang (also known as Huang Le), has been working as an asset for Chinese intelligence—and that she had cultivated a close relationship with Jensen Huang, whose company dominates the advanced AI chip market. Investigators already suspected Megaspeed of helping China sidestep US chip controls; learning that Alice Huang was allegedly feeding information directly to Beijing, while simultaneously in contact with the Nvidia chief and a key Trump ally, triggered alarm in Washington.

Per the Times, Trump was briefed about the findings roughly a year ago and opted not to act, wary of disrupting Nvidia's booming business in China and the broader trade relationship between the two nations. Jensen Huang has not received a formal warning from US authorities, and both Nvidia and Megaspeed deny wrongdoing while investigations in the US and Singapore continue. For the big picture, including the intelligence trail, export-control fight, and money flows, read the full Times report by Jonathan Swan, Maggie Haberman, Ana Swanson, Paul Mozur, Tripp Mickle, and Julian E. Barnes.