In a Bloomberg interview on October 29, 2026, Jensen Huang said Nvidia examined and counted every Megaspeed GPU deployment. He said Nvidia’s review found no evidence its AI processors had been illegally shipped to China. Taiwan News reported those remarks on October 30. Huang also said his interactions with Alice Huang were related to Megaspeed and normal, that the U.S. government had not informed him of its suspicions about her, and that she no longer worked for Megaspeed.
What the intelligence account alleged
A New York Times report, citing people briefed on classified intelligence, said U.S. agencies suspected Alice Huang, also known as Huang Le, of gathering information for Beijing. The account said surveillance identified contact between her and Jensen Huang through an unmasking process.
The same report said President Donald Trump had been briefed about a year earlier and chose not to act. Sources attributed that reported decision partly to concerns about Nvidia sales and U.S.-China trade.
Nvidia’s review and the federal inquiry
The New York Times account, as recounted by Ars Technica and Gizmodo, said the U.S. inquiry into Megaspeed began in late 2024 after a Commerce Department official saw Nvidia equipment still boxed at a Malaysian data center. The Justice Department reportedly took over the investigation from Commerce earlier in 2026. Nvidia’s review was the company’s own assessment; the reported federal inquiry was a separate government process.
