The key facts
- Nvidia's board launched an independent investigation conducted by independent directors with outside counsel
- US intelligence suspects Alice Huang of Singapore's Megaspeed of working for Chinese intelligence; no public evidence has been presented
- Jensen Huang admitted infidelity to his wife and apologized, but will continue to lead the company
The investigation and Huang's admission
Nvidia's board of directors on Sunday, November 8, 2026, announced the launch of an independent investigation following reports that the company's founder and CEO, Jensen Huang, had become the target of a foreign intelligence operation. The review is being conducted by a committee of independent directors with the involvement of outside counsel, according to the company's official statement. At the same time, Huang, in a letter to employees , admitted that he had been 'unfaithful' to his wife of 40 years and apologized to his family, colleagues, the board of directors and shareholders: 'There is no excuse for my behavior. I am deeply sorry.'
What is known about Alice Huang
The trigger was publications by The New York Times: according to the outlet, US intelligence considers entrepreneur Alice Huang, who maintained a close relationship with Nvidia's chief executive, a source of information for Chinese government structures. The woman was a top executive at the Singapore-based company Megaspeed, which US authorities are examining for the illegal transfer of restricted AI chips to mainland China; according to the NYT, over two years Megaspeed purchased billions of dollars' worth of Nvidia chips. The memorandum on the situation in spring 2026 was overseen by Secretary of State Marco Rubio, and the document was circulated to senior officials in the administration ahead of President Trump's May trip to China. At the same time, as Life.ru notes, citing the NYT, no public evidence of Alice Huang's alleged activities has been presented, and there is no information about Jensen Huang himself knowingly cooperating with Chinese intelligence services. Beijing had already rejected a related NYT report in October, calling it 'unverified' and 'slander against China.'
The company's position and what changes
Nvidia emphasizes that it 'has no reason to believe'that US national security or the company's commercial secrets have been compromised, and expresses confidence in Huang and his team. Earlier, the company said Huang's contacts with Alice Huang were only 'unusual or unexpected' to a limited extent, characterizing them as standard commercial interactions, and noted that Megaspeed had not received classified data. An Nvidia representative, John Rizzo , assured that the scandal will not affect the company's operations: Huang will continue to lead it without interruptions and has promised to fully cooperate with the review. In practical terms, this means the investigation is proceeding while the current leadership remains in place — no official conclusions have been reached yet. The context adds urgency to the situation: Nvidia chips are a key point of US-China rivalry in AI, and the company previously agreed to pay the US government 15% of revenue from sales of certain chips to China in exchange for export licenses. According to DW, US lawmakers have invited Nvidia's chief executive to testify before them.
