US agencies concluded Megaspeed executive passed information to Beijing, NYT reports; Nvidia responds

As reported by The Guardian and Infobae. The allegations below are theirs, not Vocemundi's.

Nvidia has issued a spokesperson statement in response to a New York Times report about its chief executive, Jensen Huang, and an executive at Megaspeed, a company that buys Nvidia chips. The statement said customers such as Megaspeed receive "ordinary business information – not sensitive Nvidia trade secrets – and zero information relevant to national security", The Guardian reported. Infobae named the spokesperson as John Rizzo.

What is reported

According to the New York Times, citing unnamed sources, US intelligence agencies concluded that Alice Huang, also known as Huang Le, was acting as a Chinese intelligence asset and passing information to Beijing. The Guardian's account describes this as commercial information. The reports do not describe what specific information was allegedly passed.

Alice Huang is a Chinese citizen and a senior executive at Megaspeed, a Singapore-based datacentre company. She is not related to Jensen Huang.

US officials began monitoring her after she was suspected of helping smuggle Nvidia chips to China in circumvention of US export restrictions, according to the Times. Through that surveillance, officials determined that she had developed a close relationship with Jensen Huang. The Guardian reported that White House officials were alarmed by her access to him because of his close relationship with President Donald Trump.

According to Infobae's account, the two were photographed together at a Taipei bar in June 2024 and seen leaving a business dinner in Taipei in May 2025. Infobae also reported that a Megaspeed sister company in Malaysia bought at least $4.8 billion of Nvidia-based AI equipment between June 2024 and February 2026, citing ImportGenius trade records.

Infobae reported that officials did not believe at the time that Jensen Huang knew she was gathering information for China. The Times could not determine whether that assessment has changed. The case passed to the Justice Department this year, according to Infobae. The reports do not indicate whether any charges have been filed.

The Times' sources spoke anonymously because the information was classified, according to Infobae. The reports do not include independent or official confirmation.

What is disputed

US officials suspected Megaspeed of helping circumvent export controls, according to the Times. Nvidia says it investigated and ruled out the smuggling allegations, according to Infobae.

What each side says

Nvidia: "Meetings with customers are part of a CEO's job; Jensen talks with thousands of customer executives every year", The Guardian quoted the spokesperson as saying.

Megaspeed: Infobae quoted the company as saying its current leadership takes the matter "with extreme seriousness" (translated from Spanish). The statement is cut off in the reports reviewed by Vocemundi.

The White House, the CIA and the NSA did not comment, according to Infobae. The reports do not include responses from Alice Huang, from Jensen Huang personally, or from the Chinese government.

Vocemundi note: this story relays allegations published by The Guardian and Infobae. Vocemundi did not have access to the underlying evidence or documents and has not independently verified these claims. The people and organisations named are presumed innocent; their response is included where it was available.

Analysis

The core allegations rest on a single origin: one New York Times report drawing on unnamed sources describing classified information. The Guardian and Infobae both attribute their accounts to it. That limits how firmly the claims can be weighed. If official confirmation or court filings emerge, the case could renew debate over US chip export controls and how companies vet overseas buyers. If no action follows, questions may persist about the reported decision not to act. Nvidia's position is that its contacts with Megaspeed were routine and involved no sensitive information. Key gaps remain, including the Justice Department's status on the case.

Produced by the Vocemundi newsroom with AI assistance.