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US Probe Reportedly Linked Nvidia Equipment Purchases to a Singapore Cloud Firm

Nvidia rejects the spy allegations, and the reported case rests on how much hardware a small regional firm bought and who knew about it.

US intelligence reportedly watched Alice Huang, a Chinese citizen and former top executive at Singapore AI cloud firm Megaspeed, for about a year over suspected ties to China. Sources told the New York Times that agencies concluded she worked as a Chinese intelligence asset and that she had grown close to Nvidia CEO Jensen Huang, who is not related to her. Megaspeed's Malaysian affiliate reportedly purchased Nvidia-based equipment worth at least $4.8 billion in under two years, a volume the Times called unusual for a small firm. The report says President Trump was briefed about the matter a year ago and took no visible action, and that Jensen Huang never received a defensive briefing. Nvidia rejected the spy allegations, calling his contact with Alice Huang ordinary customer engagement and saying the diversion claims about Megaspeed were debunked last year; the White House, CIA and NSA declined to comment.

Why it matters

The reporting puts a regional cloud operator and its hardware purchases at the centre of a US intelligence matter, which matters for anyone who follows how advanced chips reach customers abroad. The allegations are reported by the New York Times from unnamed sources and have not been confirmed by the government, which declined to comment, while Nvidia disputes them and says earlier diversion claims were already investigated and dismissed. For the broader technology audience, the story shows how a supply relationship between a chipmaker and a foreign customer can become a national security question, even when the company denies wrongdoing.

Sources · 4

Checked against its sources before publishing · 29 October at 22:10