Context:

New footage from Taipei’s Computex shows Alice Huang, a Megaspeed executive with ties to Nvidia’s chip purchases, gazing at Nvidia CEO Jensen Huang at a May 2025 dinner, weeks before Huang acknowledged an affair. A secret US State Department memo alleges Huang was recruited by China’s MSS, and the relationship prompted Nvidia’s board to launch a probe into whether Huang was a foreign intelligence target, while reaffirming confidence in Huang’s leadership. Separately, Megaspeed faces scrutiny over alleged smuggling of Nvidia GPUs into China to bypass export controls. The episode unfolds amid ongoing political support for Huang from Donald Trump, who has defended him as the investigation proceeds. The situation foreshadows heightened scrutiny of tech diplomacy and security around Nvidia’s leadership and partners.

Dive Deeper:

• Alice Huang, an executive at Megaspeed, was photographed at a Taipei restaurant during Computex on May 22, 2025, in close proximity to Jensen Huang and even touched his arm in one moment captured by footage.

• Megaspeed is described as a Singapore-based firm that has purchased billions of dollars in Nvidia AI chips, and Huang was reportedly recruited by China’s Ministry of State Security according to a secret memo cited by the US State Department.

• The memo about Alice Huang allegedly rests on electronic surveillance materials, as reported by the New York Times, and arrives amid broader revelations about the affair between Jensen Huang and his wife Lori, which was disclosed after Nvidia opened an internal inquiry.

• Nvidia’s board announced a probe to determine if Jensen Huang was a target of a foreign intelligence effort, while stating there is no current evidence that national security or Nvidia secrets were compromised, with the review to be conducted by independent counsel and directors.

• Megaspeed is also under scrutiny for potential smuggling of Nvidia GPUs into China to evade US export restrictions, adding a parallel layer of national-security concerns surrounding Nvidia’s ecosystem.

• Jensen Huang, previously named one of Time Magazine’s Architects of AI, received a presidential appointment to the President’s Council of Advisors on Science and Technology from Trump, who publicly defended him amid the controversy.

• Trump characterized Jensen as an honorable and capable figure, asserting he has done an amazing job for the country as the investigation unfolds.