The New York Times reports that Alice Huang, who presents herself as CEO of chip buyer Megaspeed and was briefly listed as its managing director before being removed from that role, is suspected by US officials of acting as a Chinese government intelligence asset. She was photographed sitting close to NVIDIA CEO Jensen Huang in 2024 around the time Megaspeed began making large chip purchases, and the Times says she remains under surveillance. According to the report, Jensen Huang was never given a standard 'defensive briefing' warning him he may have been targeted.
engadget.com
· 2026-10-29
The New York Times reports that US intelligence briefed Trump roughly a year ago about suspicions that Alice Huang, a Chinese citizen and former Megaspeed executive, had gained direct access to Nvidia CEO Jensen Huang and was relaying information to Beijing. Officials reportedly suspected she had also helped China skirt export controls to obtain advanced Nvidia chips, but Trump chose not to act on the intelligence, according to sources briefed on the matter.
arstechnica.com
· 2026-10-29
The New York Times reports that Alice Huang, a Chinese citizen and top executive at Singapore-based Megaspeed, developed a close relationship with Nvidia CEO Jensen Huang that drew scrutiny from US intelligence agencies, which reportedly concluded she was passing information to Beijing. The two were photographed together at social and business events in Taipei in June 2024 and May 2025, though the report found no evidence Huang was aware of her alleged activities. Megaspeed, an Nvidia customer that supplies AI computing to Chinese firms including Alibaba, is separately under US investigation over suspicions it helped circumvent export controls on advanced Nvidia chips.
nypost.com
· 2026-10-29
The New York Times reports that U.S. intelligence agencies spent roughly a year surveilling Alice Huang, a senior executive at Singapore-based AI cloud firm Megaspeed, over concerns she may have been a Chinese intelligence asset. Huang had appeared alongside Nvidia CEO Jensen Huang at business dinners in Singapore, and Megaspeed was separately investigated by the Commerce Department in 2025 for allegedly reselling restricted Nvidia chips to Chinese buyers in violation of export rules.
techcrunch.com
· 2026-10-29
Nvidia pushed back on a New York Times report claiming US intelligence agencies surveilled a woman, Alice Huang, linked to Singapore-based cloud firm Megaspeed, over concerns she could be a Chinese intelligence asset close to CEO Jensen Huang. Nvidia said Megaspeed is simply a regional cloud customer and that prior allegations it helped evade US export controls on Nvidia chips were investigated and found baseless last year. The company also said customers do not get access to trade secrets or national security information.
cnbc.com
· 2026-10-29
According to a report, the US intelligence community identified a Chinese individual connected to Nvidia CEO Jensen Huang as having ties to Chinese spying operations. Huang has been pushing the US government to loosen restrictions on selling advanced AI chips to China.
gizmodo.com
· 2026-10-29
The New York Times reports that U.S. intelligence has identified Alice Huang, managing director of Singapore-based Nvidia cloud partner Megaspeed, as a suspected Chinese intelligence asset, and has known of her activities for over a year. The report says intelligence officials briefed President Trump on the matter, but he reportedly declined to act. Megaspeed has previously been accused of helping smuggle $2 billion worth of Nvidia chips, and photos show Alice Huang with Nvidia CEO Jensen Huang at events in 2024 and 2025.
tomshardware.com
· 2026-10-29
Nvidia announced it will invest $3 billion in Meta, part of a broader $95 billion equity raise Meta disclosed to fund AI infrastructure spending. The raise includes $35 billion in underwritten public offerings and $60 billion via an at-the-market program, with Nvidia, AMD and Broadcom together eyeing up to $5 billion in shares. Nvidia also said Meta will expand its Vera Rubin and Vera CPU deployments and deepen collaboration on Meta's AI agent, Muse.
cnbc.com
· 2026-10-27
At GTC Berlin, Nvidia CEO Jensen Huang said running the company's AI agent software on each GPU costs roughly $2,000 per year, calling software licensing an increasingly major part of Nvidia's business. The figure, reported by The Register, is lower than Nvidia's existing AI Enterprise suite pricing of $4,500 per GPU annually, or $3,600 under a five-year deal, and it remains unclear how the two pricing schemes relate or when the new figure might take effect.
techspot.com
· 2026-10-26
At GTC Berlin on October 22, Nvidia CEO Jensen Huang said licensing the company's software to run AI agents on its 'AI factories' would cost around $2,000 per GPU annually. He did not specify how many GPUs would be covered, which products the fee includes, or whether this represents a standard or final price.
tomshardware.com
· 2026-10-25
Nvidia has built an extensive financing role in the AI buildout, including roughly $36 billion in off-balance-sheet cloud agreement backstops and guarantees worth up to $105 billion tied to a proposed OpenAI data center in Ohio. Shares of neocloud partners CoreWeave, Nebius and IREN have each fallen at least 30% this month as credit markets tighten, putting Nvidia's financing commitments under scrutiny.
cnbc.com
· 2026-10-24
A video of Nvidia CEO Jensen Huang demonstrating small robotic Microducks at the GTC Berlin keynote went viral, and preorders surpassed 20,000 units within a day, according to Hugging Face co-founder Clem Delangue. The Microducks are open-source robots made by Pollen Robotics, a company Hugging Face acquired in 2025; Nvidia itself acquired Hugging Face in September. The devices were trained using Nvidia's technology stack and ship with basic tricks like walking and sitting, with owners able to teach and share new behaviors.
techcrunch.com
· 2026-10-23
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