Jensen Huang Reportedly Misled NVIDIA's Top Lawyer on Alice Huang Ties

Reuters said it reviewed several October 2026 exchanges on condition that it not quote them verbatim, and that it is the first outlet to report on the correspondence. In two separate October messages, the people said, Huang told Teter, Wagonfeld and other leaders that his interactions with Alice Huang reflected standard business dealings with customers. In other messages he affirmed the routine nature of his dealings with Megaspeed International, the NVIDIA customer where she was a senior executive.

A representative for Huang and an NVIDIA spokesperson declined to comment, Reuters said. Teter did not respond to its request for comment, and Wagonfeld did not immediately respond. A phone call and email to contact details listed on a business card for Alice Huang went unanswered. Voltgrid has not seen the messages, and every account of them here comes from Reuters and its anonymous sources.

What the sources say happened

The sources told Reuters that Huang described the interactions as appropriate at two points: in autumn 2025 and again in October 2026, each time after press queries drew some NVIDIA leaders' attention to his link with Megaspeed and Alice Huang. Reuters reviewed only the October 2026 messages, not those from 2025.

The 2025 exchange followed an October 2025 New York Times article about Huang's public meetings with her. Huang discussed legal action against the paper and did not describe the relationship as an affair to leaders then, the people said. Neither NVIDIA nor Huang sued, and a Times spokesperson said the paper received no legal demand. Reuters said it is unclear when the relationship became intimate; photos it verified show the two together in the US, China and elsewhere, dating back to December 2023.

The account bears on an earlier one. In late summer 2025, Teter contacted Commerce under secretary Jeffrey Kessler to ask whether the US had a role in Singapore's detention of Alice Huang, Bloomberg reported, and NVIDIA told Bloomberg that Teter did not know of the affair at the time, according to a Nov. 10 report by Silicon UK.

Why it matters for NVIDIA's chip business

The report goes to how much NVIDIA's own leadership knew about its dealings with a customer the US was investigating for possible spying for China. That sits beside the export-control exposure we have tracked since the Megaspeed case. Beijing has denied that Alice Huang is a spy, and Reuters said it has not independently verified whether she worked for the Chinese government.

For the supplier of most of the AI accelerators that data centers buy, the stakes are financial as well as legal. Reuters put the share-price fall at more than 30% since the Oct. 6 closing high, a loss of more than $1.8 trillion in market value. Yahoo Finance showed NVIDIA down 3.12% on the day of the report.

Context and what is not confirmed yet

Huang resigned as CEO on Nov. 12, as Voltgrid reported, and Colette Kress is interim chief executive. His Nov. 8 staff email about being unfaithful is covered in our earlier report.

Reuters reported that the independent directors said on Nov. 10 they had hired the law firm Wachtell, Lipton, Rosen & Katz for an independent investigation. NVIDIA has not said whether the board has seen these messages or whether its inquiry covers what Huang told colleagues. Neither Teter nor Wagonfeld has commented, and no one has confirmed the two sources' account on the record.