The key facts

  • Nvidia's board of directors launched an independent review of Jensen Huang on November 8
  • The trigger was a New York Times investigation into Huang's relationship with Alice Huang of Megaspeed
  • According to the NYT, Trump knew about the situation for about a year but took no action

Review launched after NYT investigation

Nvidia's board of directors on November 8 launched an independent review concerning the company's founder and acting chief executive officer, Jensen Huang. The board intends to determine whether he was the «target of a foreign intelligence operation». The trigger was Huang's own admission: he informed the board of a close relationship with a businesswoman. This is reported by Kun.uz, citing an investigation by The New York Times, published on October 29.

The essence of the suspicions

According to the NYT, as reported by Kun.uz, the matter concerns a Chinese citizen, Alice Huang (she is not a relative of Huang despite the shared surname), who is part of the leadership of the Singapore-based company Megaspeed. The company purchased Nvidia chips, and the US suspects it of funneling controlled chips into China. The claims regarding Alice Huang rest not on public evidence but on classified intelligence and the words of officials familiar with it. According to surveillance findings, she passed information «directly to Beijing». The main cause for concern is Jensen Huang's influence in the AI field and in the White House.

What is known about the relationship and the White House reaction

Alice Huang was under surveillance as part of an investigation into Megaspeed's activities: the surveillance revealed her connection with a US citizen who, upon a name check, turned out to be Jensen Huang. They were seen together in a bar in Taipei in June 2024 and in a restaurant in the same city in 2025. Intelligence informed President Donald Trump roughly a year before publication, but, according to the NYT, he took no action, fearing damage to Nvidia chip sales and trade relations with China. Moreover, in May 2026, during an official visit to China, Trump included Huang in the delegation. In the spring of 2026, under the oversight of Secretary of State Marco Rubio, a highly classified memorandum was prepared asserting that Alice Huang had been recruited by China's Ministry of State Security in order to «target» Jensen Huang; officials who reviewed the intelligence were confident that the relationship was romantic in nature.

What is known and what remains unclear

While the board's review is not yet complete, none of the investigation's claims have been confirmed by public evidence: they are based on classified intelligence and anonymous NYT sources. The possible consequences for Huang are also unknown — no reports on the review's findings or official comments from Nvidia are available in accessible materials.

Jensen Huang and Megaspeed executive Alice Huang at a reception in Taipei, June 2024. Photo: NetThunder / LinkedIn