Report links Jensen Huang's acquaintance to suspected Chinese intelligence asset tied to chip diversion probe

A New York Times report, as relayed by Benzinga, says US officials determined that a Singapore-based data center executive was a Chinese intelligence asset who had risen to a senior role at Megaspeed, a firm suspected of helping China get around AI chip export limits. The report says the executive maintained a relationship with Nvidia CEO Jensen Huang, raising questions about whether she gained insight into Nvidia operations or US China policy. It adds that the White House was briefed about a year ago and chose not to act, and that companies linked to her kept buying Nvidia chips this year. Nvidia responded that Megaspeed was treated like other regional cloud customers, that CEO meetings with customers are routine, and that diversion allegations had been investigated and dismissed last year. The story sharpens existing questions about Nvidia's China exposure and diversion risk.

1. A New York Times report, cited by Benzinga and dated October 29, 2026, says US officials judged an executive to be a Chinese intelligence asset.
2. The executive reportedly held a senior position at Megaspeed, which US officials suspect of helping China access Nvidia computing power.
3. The Commerce Department reportedly began investigating Megaspeed in late 2024 after an inspection of a Malaysian data center.
4. Companies linked to the executive reportedly continued buying Nvidia chips this year.
5. Nvidia said the diversion allegations against the regional cloud customer were investigated and debunked last year and that CEO customer meetings are routine.
6. A short seller's May allegations about Megaspeed's financing and Nvidia's ties to it were already public.