Glonce

NYT: US believes a Megaspeed executive close to Nvidia's Jensen Huang is a China informant

securityThe Glonce editorsThe Decoder🔥63Glonce rating63Impact55Novelty50Relevance75Surprise70Players90Credibility60
NYT: US believes a Megaspeed executive close to Nvidia's Jensen Huang is a China informant

According to The New York Times, as relayed by The Decoder, US intelligence agencies believe an executive in Nvidia CEO Jensen Huang's circle is an informant for China. The Times names her as Alice Huang (Huang Le) of Megaspeed, a Singapore-based data center operator. The report says US authorities found, while monitoring her, that she passes information to Beijing and is close to Jensen Huang.

President Trump was briefed about a year ago and did nothing, likely to avoid disrupting Nvidia's chip sales or further straining trade relations with China. That motive is the source's hedge, not a confirmed reason. Jensen Huang was not warned. US officials believed at the time that he had no idea.

The US government also suspects Megaspeed of helping China get access to Nvidia chips. Between June 2024 and February 2026, a Malaysian sister company of Megaspeed bought at least $4.8 billion worth of AI hardware with Nvidia chips.

The companies and China push back. An Nvidia spokesperson says meeting with customers is part of a CEO's job and that Megaspeed doesn't receive sensitive information. Megaspeed has announced an internal investigation. A spokesperson for the Chinese embassy dismissed the allegations as "groundless smears and slanders."

This is a secondhand account of a newspaper report. The Decoder gives no exact date for the Times report, and the claims rest on US intelligence findings as reported, not on an official statement.

Key facts

  • The New York Times reports that US intelligence agencies believe Alice Huang (Huang Le) of Singapore-based data center operator Megaspeed is an informant for China and is close to Nvidia CEO Jensen Huang.
  • Per the report, US authorities found while monitoring her that she passes information to Beijing. President Trump was briefed about a year ago and did nothing, likely to avoid disrupting Nvidia's chip sales or straining trade ties with China.
  • Jensen Huang was not warned; US officials believed at the time that he had no idea.
  • A Malaysian sister company of Megaspeed bought at least $4.8 billion worth of AI hardware with Nvidia chips between June 2024 and February 2026; the US government suspects Megaspeed of helping China get access to Nvidia chips.
  • Nvidia says Megaspeed doesn't receive sensitive information, Megaspeed has announced an internal investigation, and the Chinese embassy calls the allegations "groundless smears and slanders."

Why it matters

The report ties two sensitive threads together: alleged intelligence gathering by China and access to Nvidia's chips. The US government suspects Megaspeed of helping China get those chips, and a Malaysian sister company bought at least $4.8 billion worth of AI hardware with Nvidia chips over about twenty months. The report also says Trump was briefed about a year ago and did nothing, likely to avoid disrupting Nvidia's chip sales or straining trade relations with China, which puts the commercial and political stakes in the same story.

Who it affects

Nvidia and its CEO Jensen Huang are the most visible names, though the report says officials believed he had no idea and he was not warned. Megaspeed and its executive Alice Huang (Huang Le) are the direct subjects. The US government is affected through the question of why no action was taken, and the Chinese embassy has rejected the claims.

How to use it

There is nothing to adopt or configure here; this is a news report, not a product or tool. The practical use is as a watch item: follow what comes out of the internal investigation Megaspeed has announced, and any responses from Nvidia, the US government or the Chinese side.

How solid is it

Moderate. The claims come from The New York Times via The Decoder's short retelling, and they are attributed to US intelligence agencies' beliefs and findings, not to an official statement. The source gives no evidence of what information was allegedly passed to Beijing, and it does not say whether the chips bought by the Malaysian company reached China. Trump's reason for inaction is only given as "likely". No US government or White House response is quoted. Nvidia, Megaspeed and the Chinese embassy have each responded in the ways described above.

Risks and caveats

These are allegations and suspicions, not proven facts. The source does not say Jensen Huang has been accused of anything. The headline wording "Chinese spies targeted" should be read against the body, which describes an alleged informant in his circle. The Malaysian company is not named in the source, and Alice Huang's personal response and any Megaspeed response beyond the investigation announcement are not given.

“groundless smears and slanders”

— A spokesperson for the Chinese embassy