Nvidia says its regional cloud customers receive ordinary business information rather than sensitive trade secrets, responding to allegations involving an executive at Singapore AI company Megaspeed. Multiple sources have claimed that Alice Huang, also known as Huang Le, passed information to Beijing as a Chinese intelligence asset while maintaining business ties with Nvidia CEO Jensen Huang.
The intelligence allegations, including the suggestion that Jensen Huang may have been a target, have not been independently verified. U.S. officials reportedly did not believe Nvidia’s chief knew about Alice Huang’s alleged intelligence activities.
Alice Huang was listed as Megaspeed’s managing director. The company is an Nvidia cloud partner that builds data centers and rents computing capacity to Chinese customers, including Alibaba. Its commercial relationship with Nvidia provides the context for the executive contacts at the center of the allegations.
Nvidia describes customer contacts as routine
Nvidia characterized Jensen Huang’s interactions with Alice Huang as ordinary meetings with a customer executive. The company said those contacts were consistent with the chief executive’s broader responsibilities.
“Megaspeed has been no different than many other regional cloud customers. Jensen’s interactions with Ms. Huang are not unusual or unexpected. Meetings with customers are part of a CEO’s job; Jensen talks with thousands of customer executives every year,” an Nvidia spokesperson said.
The spokesperson added: “Our regional cloud customers receive ordinary business information — not sensitive NVIDIA trade secrets — and zero information relevant to national security.”
That statement describes Nvidia’s position on the information shared through its customer relationships. It does not independently establish whether Alice Huang had an intelligence role or what information she allegedly passed to Beijing.
Public appearances around Computex 2024 and Computex 2025 have also been cited as indications of business contact. NetThunder reportedly identified a woman photographed beside Jensen Huang at an informal gathering around Computex 2024 as Megaspeed Chairwoman Alice Wong. Alice Huang was also reportedly seen leaving a Taipei restaurant with Nvidia’s chief and other business associates around Computex 2025.
Those appearances and the identification connecting the differently named woman in the photograph to Alice Huang have not been independently verified. Nvidia’s response nevertheless acknowledges customer interactions while disputing any suggestion that regional cloud customers received sensitive trade secrets or national-security information.
The Chinese embassy in Washington reportedly rejected the intelligence allegations, calling them “groundless smears and slanders.”
Chip-diversion and intelligence claims remain unverified
Megaspeed also faces allegations involving the diversion of restricted Nvidia AI chips to China. A claim that the company helped smuggle $2 billion worth of Nvidia chips has not been independently verified.
An unverified account of a U.S. Commerce Department visit to Megaspeed’s Malaysian data center described Nvidia equipment remaining in boxes rather than being installed. The boxed equipment reportedly prompted suspicion about whether it had recently arrived or was being prepared for shipment elsewhere. Its presence in boxes does not, by itself, establish an intended destination or a violation of export controls.
The intelligence allegations also include claims that U.S. agencies had been aware of Alice Huang’s activities for more than a year and had briefed President Donald Trump. Neither that timeline nor the asserted presidential briefing has been independently verified.
Sources also claimed that Jensen Huang had not received a defensive briefing, a warning counterintelligence agencies sometimes give Americans believed to have been targeted by foreign intelligence services. They alleged that surveillance of Alice Huang continued. Those claims remain unverified, and the reason for any decision about briefing Nvidia’s chief has not been established.
Nvidia said: “We’re confident that if the U.S. government believes that any person is a threat to American industry, it would let us know.”
The company added: “We often receive updates from the U.S. government regarding parties and entities of concern and always act accordingly.”
