A reported U.S. memo alleges China recruited a Megaspeed executive to target Jensen Huang.
Why it matters: The allegation brings counterintelligence concerns into the semiconductor industry’s senior leadership and Nvidia’s China business. It also comes as Washington scrutinizes efforts to restrict Chinese access to advanced AI chips.
- The memo reportedly alleges China’s Ministry of State Security recruited Alice Huang, an executive associated with Singapore-based Megaspeed.
- The reported operation may have sought Nvidia business information and influence over Jensen Huang’s views on China chip-export restrictions.
- Three House committee chairmen requested a closed-door briefing from Jensen Huang on November 18, 2026.
- The memo has not been released, and no U.S. intelligence agency has publicly confirmed its contents.
A reported U.S. intelligence memo alleges that China’s Ministry of State Security recruited Alice Huang, an executive associated with Singapore-based data-center company Megaspeed, to gather intelligence on Nvidia CEO Jensen Huang. The New York Times first reported the memo; the document itself has not been made public.
The alleged objective may have included obtaining information about Nvidia’s business and influencing Huang’s advocacy regarding U.S. restrictions on advanced Nvidia-chip exports to China. The Financial Times separately reported that the memo alleged a romantic relationship between Huang and Alice Huang. The two are reported not to be related.
Nvidia told TechCrunch that Huang’s interactions with Alice Huang were “not unusual” and that the company does not provide classified information to customers. Nvidia has also denied that Megaspeed had Chinese ownership or ties and said earlier allegations that the company helped illegally supply chips to China were investigated and found unsupported.
The claims remain an intelligence assessment, not a criminal charge or court finding. No public evidence establishes what information, if any, Alice Huang obtained or passed to Chinese officials, or that Jensen Huang knowingly participated in espionage or improperly shared classified information.
Congress is seeking answers. Foreign Affairs Chairman Brian Mast, Select Committee on China Chairman John Moolenaar and House Intelligence Chairman Rick Crawford said, “It is vital that Congress determines the extent to which U.S. national security has been placed at risk.” They asked Nvidia to accept the November 18 briefing date or propose an alternative by November 11 in their official request.
By the numbers
- November 6, 2026 - Public reporting on the alleged intelligence memo first appeared
- November 18, 2026 - Date requested for Jensen Huang’s closed-door congressional briefing
- 3 - House committee chairmen seeking the briefing
Yes, but: The memo’s authoring agency, provenance, classification and evidentiary basis remain undisclosed. There is also no public confirmation from China’s Ministry of State Security or evidence that any information was transferred.
What's next: Nvidia was asked to accept the November 18, 2026 briefing date or propose an alternative by November 11. It remains unknown whether Jensen Huang has accepted.