Policy/ nvidia · export-controls · china · national-security

Trump Says FBI Is Looking Into Nvidia CEO's Link to Suspected Spy

Trump said the FBI is looking into Jensen Huang's affair, as a separate claim says Nvidia asked export regulators about a smuggling probe.

President Trump said the FBI is looking into Nvidia CEO Jensen Huang's relationship with a woman U.S. intelligence suspects of working for China.

Asked at a White House briefing what he knew beforehand, Trump said, "I know the FBI is looking into it in terms of something, and I think he'll be in good shape." He added that Huang told him he had no idea the person was a spy. The woman, Alice Huang, was previously an executive at Megaspeed, a Singapore-based data center company. Huang has confirmed the affair after Congress called him in. China denies she is its agent.

A separate news report adds a second thread. It says Nvidia's general counsel, Tim Teter, contacted Jeffrey Kessler, who heads the Commerce Department's export-control bureau, to ask about its probe of Megaspeed. That probe concerns an alleged $2 billion in Nvidia chips smuggled into China. Nvidia says its own due diligence found no diversion. Teter also asked whether the bureau had been involved in Singapore's detention of Alice Huang. Sources said it was not.

People familiar with the matter called it unusual that bureau staff were told to route all Nvidia requests through Kessler, and that Teter reportedly contacted staff directly. Kessler told them to proceed by the book. In late 2025, the Justice Department asked the bureau to pause its Megaspeed work.

The affair is the headline, but the institutional questions matter more. A company asking its regulator about a probe is not evidence of wrongdoing, and the source alleges none. Still, it is reported that intelligence officials warned the president more than a year ago, and that he held back in part to protect Nvidia sales, after approving H200 chip exports to China with a 25% fee. Sales policy and security policy pulled in opposite directions here.

There is still no clear proof that Alice Huang influenced Huang's push to resume China sales. What the FBI is examining, Huang personally or Nvidia's security practices, has not been made public.

TR

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