TodayToday's edition
The Information reported, via Reuters, that Jensen Huang's affair with alleged spy Alice Huang aided at least $7.5 billion of NVIDIA chip shipments to Chinese firms. Reuters could not verify it.
Chips & Power DeskEdited by Ege Erten
3 min readAI-assisted
Follows our story: Megaspeed Probe Reportedly Moved to DOJ After NVIDIA Counsel Email
NVIDIA CEO Jensen Huang, in an official NVIDIA portrait.
Image: NVIDIA
Source · Press image from the NVIDIA newsroom, used for news reporting.
The Information reported on Nov. 10 that NVIDIA CEO Jensen Huang's affair with an alleged Beijing spy helped move at least $7.5 billion of NVIDIA chips to Chinese firms, according to Reuters.
The figure is new. On Nov. 9, Voltgrid News reported that a Commerce Department probe of Singapore-based Megaspeed passed to the Justice Department after NVIDIA's general counsel emailed agents in August 2025, according to The New York Times. The $7.5 billion claim is a separate allegation about the volume of chips.
The Information cited two people who know Alice Huang, a former Megaspeed executive who is not related to Jensen Huang. Reuters, which carried the report, said it could not independently verify it. The report says she, her husband and her sister built a network of companies across China and Singapore to acquire NVIDIA chips. When orders for export-restricted chips stalled, it says, she used ties to NVIDIA and its distributors to help move about 240,000 H100, H200 and some A100 chips into China.
At the center was Shanghai Century Litong, a China-based company founded in June 2023 that, according to the report, had won preferred cloud partner status with NVIDIA by October, giving it priority access to chips. A founding shareholder ultimately controlled by Alice Huang's sister, Huang Yu, linked the company to the family before exiting in 2024, the report said.
Century Litong rented computing capacity and ran data centers on NVIDIA chips, including some barred from sale to China. Some of the chips ultimately served Alibaba, Tencent and smaller Chinese AI labs, The Information reported. Megaspeed, in the report's account, obtained chips by renting capacity in Southeast Asian data centers to Chinese customers or by shipping hardware into China, and hardware bought by its Malaysian subsidiary Speedmatrix, set up in 2024, later reached Century Litong.
Alice Huang, also known as Huang Le, leaned on her relationship with the CEO to build credibility while staying vague about her role and avoiding a paper trail, according to the report.
If accurate, the report puts a size on the question export-control investigators have been asking about Megaspeed: how many NVIDIA accelerators reached China outside approved channels. It also points at NVIDIA's own partner program, because the report says preferred cloud partner status gave Century Litong priority access to chips. None of that has been tested by a regulator or a court.
Every figure here comes from The Information, a paywalled report, as summarised by Reuters. Reuters said Alibaba, Tencent, Megaspeed and Century Litong were not immediately available for comment, and that NVIDIA did not immediately respond to its request. No NVIDIA reply to the $7.5 billion figure had been published when this story was filed.
NVIDIA's earlier position on the Commerce probe, as summarised by IBTimes UK from the Times report, is that its communications with government officials were meant to provide information and seek guidance. Commerce said it handled the case in accordance with regulations, and the Times did not establish that NVIDIA improperly influenced the decision to pause the inquiry. Megaspeed has said it is running an internal investigation into suspected chip diversion and has offered to cooperate with U.S. authorities, per the same summary.
Separately, Reuters said NVIDIA's board opened an internal investigation on Sunday and that the FBI is examining whether Huang was targeted by a foreign intelligence operation. Huang has told employees he was unfaithful to his wife but gave no details about the relationship. The espionage allegation remains unproven. Watch for whether the Justice Department's criminal inquiry or any Commerce Entity List action follows.
