From Startup Fortune · · 1m 40s
US intelligence memo claims China recruited Megaspeed exec to spy on Nvidia CEO
US intelligence says China recruited Megaspeed executive to spy on Nvidia's Jensen Huang.
In brief
US intelligence says China recruited Megaspeed executive to spy on Nvidia's Jensen Huang. US intelligence memo claims China's Ministry of State Security recruited Alice Huang, a Megaspeed executive, to gather information on Nvidia CEO Jensen Huang. Originally reported by Startup Fortune.
US intelligence memo claims
US intelligence says China's Ministry of State Security recruited Alice Huang, a Megaspeed executive, to spy on Nvidia CEO Jensen Huang.
“a us intelligence memo says china's ministry of state security recruited alice huang, an executive at the singapore ai cloud firm megaspeed, to gather information on nvidia ceo jensen huang”
New York Times reports
The New York Times and Financial Times reported the memo's contents on November 6, with the FT adding the most explosive line: a romantic relationship between the two Huangs.
“the new york times and the financial times reported the memo's contents on november 6, and the ft added the most explosive line: that the same memo describes a romantic relationship between the two”
The two Huangs aren't related
The two Huangs are not related, and the memo claims the Ministry of State Security recruited Alice Huang to gather information on Jensen Huang.
“the two huangs aren't related”
No public proof exists
The memo is an intelligence assessment, not a court filing or charge, and nothing has been proven in public.
“none of this has been proven in public”
Previous investigation
The New York Times first reported on October 29 that US agencies investigated whether a Megaspeed executive was a Chinese spy trying to learn Nvidia's plans.
“the new york times first reported on october 29 that us agencies had investigated whether a megaspeed executive was a chinese spy trying to learn nvidia's plans”
Megaspeed's role
Megaspeed builds data centres in Southeast Asia on Nvidia hardware and was under Commerce Department scrutiny in 2025 over claims that restricted chips were being resold to Chinese companies.
“megaspeed isn't a bit player. it builds data centres in southeast asia on nvidia hardware, and the commerce department was already examining it in 2025 over claims that restricted chips were being resold to chinese companies”
Nvidia's defense
Nvidia says Huang's interactions with Alice Huang were 'not unusual' and that meeting customers is part of a CEO's job.
“a spokesperson told the times that huang's interactions with alice huang were 'not unusual' and that meeting customers is part of a ceo's job”
What matters next
The real power lies in whether Commerce tightens rules on resellers and Southeast Asian cloud intermediaries, as Nvidia's chip export compliance faces scrutiny.
“if you hold nvidia or sell into ai infrastructure, the thing to watch is not the romance allegation, which may never be verified. watch whether commerce tightens rules on resellers and southeast asian cloud intermediaries, because that's where the real power sits”
What to remember
US intelligence memo claims China's Ministry of State Security recruited Alice Huang, a Megaspeed executive, to gather information on Nvidia CEO Jensen Huang.
