Alice Huang's ties to Huawei cloud firm raise national security concerns

Alice Huang, an alleged Chinese spy, held stakes in businesses that provided computing power to Huawei, Nvidia's top Chinese competitor, while reportedly having a romantic affair with Nvidia's ousted CEO Jensen Huang. The connection was uncovered by intelligence firm Tesari, which shared findings with CNBC. Alice Huang sold a cloud business in 2019 that later became Megaspeed, a key Nvidia customer facilitating $7.5 billion in chip shipments. Her financial firm Hexi also co-owned a data center serving Huawei Cloud, with loan guarantees tied to the facility. Tesari's vice president said the activity warrants a national security investigation, with potential charges including export-control violations if unauthorized transfers occurred. The relationship's complexity suggests deliberate obfuscation, though it's unclear if the data center acquired Nvidia GPUs. Nvidia and Huawei did not respond to comment requests.