Key facts
- Nvidia said it is investigating whether CEO Jensen Huang was targeted by a foreign intelligence effort.
- The New York Times reported US officials believe Alice Huang, an executive at Nvidia customer Megaspeed, was recruited to gather information for Beijing.
- Nvidia's board said it has confidence in Jensen Huang and sees no reason to believe national security or company secrets were compromised.
- The board said an independent committee will investigate the matter.
- The report said there is no indication Huang was influenced by the foreign intelligence effort and the timeline of the relationship is not clear.
- Alice Huang has no relation to Jensen Huang, who admitted in a note to staff to being unfaithful to his wife, per the report.
Nvidia said it is investigating whether CEO Jensen Huang was targeted by a foreign intelligence effort, according to a report published November 9, 2026. The New York Times reported that US officials believe Alice Huang, who has been an executive at Nvidia customer Megaspeed, was recruited to gather information for Beijing. Alice Huang has no relation to Jensen Huang.
Nvidia's board said it has confidence in its CEO and has no reason to believe national security or company secrets were compromised. The board said an independent committee will investigate. The report said there is no indication that Huang was influenced by the foreign intelligence effort, and the timeline of the relationship between Jensen Huang and Alice Huang is not clear.
Jensen Huang has spent years arguing that while China is an adversary, the US should not cut itself off from the country's technology market. Nvidia has largely been locked out of China by US export controls. In an interview with Bloomberg's Emily Chang for "The Circuit" in October 2026, Huang said he had tried to persuade US policymakers of "the importance of engaging the Chinese market." He said: "I think we made a mistake, and this mistake is hard to unwind," in an apparent reference to US restrictions on sales of Nvidia's most advanced AI chips in China. He also said China is "not our enemies" and that US-China dialogue on AI safety was necessary.
At Nvidia's Berlin keynote the same month, Huang said the US is ahead in AI but China is "very, very serious competition." In a May 2026 interview with Channel News Asia, he said it would be "not wise" for the US and China to build two distinct AI ecosystems. After joining President Donald Trump's China trip that month, Huang told Bloomberg Television he believed China's market would eventually open to US chip suppliers, and said he had not directly discussed Nvidia's H200 sales with Chinese officials.
The report also said Huang admitted to being unfaithful to his wife in a note to staff.