The figures in the Nvidia case continue to grow: according to The Information, the American AI chipmaker is said to have shipped at least $7.5 billion worth of chips to Chinese companies. These revelations add to a case involving an acknowledged extramarital affair by Nvidia CEO Jensen Huang and a massive circumvention of US restrictions on these chips.
- Nvidia reportedly shipped at least $7.5 billion worth of chips to Chinese companies.
- Alice Huang allegedly helped deliver restricted chips to China.
- Her ties to Jensen Huang reportedly date back to 2023.
- Jensen Huang must face a closed-door hearing before Congress, while Nvidia denies any knowledge of the trafficking.
Valued at around $4 trillion, Nvidia is at the heart of this storm. It has not been proven, for now, that Jensen Huang provided any trade secrets to Alice Huang. It seems increasingly certain, however, that he ensured his lover could access the company’s high-performance chips.
According to new information, their relationship dates back to at least 2023, not 2024 as previously believed. Alice Huang’s husband, who worked in video games, is said to have met the Nvidia co-founder in the 2010s, when he was a private equity investor. The US government is said to have identified Alice Huang as a spy working for the Chinese regime.
A Corporate Structure
The site describes a set of companies, based in China, Singapore, and Malaysia, allegedly created by Alice Huang, her sister, and her husband to purchase as many Nvidia chips as possible. One of them, Shanghai Century Litong, is said to have joined Nvidia’s elite cloud partner program in October 2023, a status granting priority access to the group’s products. According to the site, Alice Huang “left no trace of her ties to Century Litong (…) and also quickly distanced herself from Megaspeed.”
Megaspeed, a Singapore-based computing power provider, is said to have been run by Alice Huang from March to November 2023. The New York Times reports that US law enforcement had investigated this company before Nvidia’s intervention. Megaspeed is also said to have created a Malaysian subsidiary, Speedmatrix, in February 2024, which would have routed some of the Nvidia hardware to Century Litong. Between June 2024 and June 2025, it is said to have received “more than 200 shipments of Nvidia hardware, with a total value of about two billion dollars.”
An Intermediary Role
Alice Huang reportedly specialized in cases where a delivery was blocked or delayed too long. She allegedly ensured chips arrived despite supply chain slowdowns or bans related to Trump administration decisions. This is the case for A800 and H800 chips, which were no longer supposed to be shipped to China, with the ban not applying to products already in stock. More than 240,000 banned Nvidia chips are said to have reached Chinese territory, most of them being H100 and H200s.
Century Litong became, according to a person who did business with the company, the go-to intermediary for major Chinese tech firms. “Whatever chips the US and Chinese governments ban from sale, Litong has them,” they told The Information.
A Congressional Hearing
Nvidia has always denied knowledge of any chip trafficking to China and claims to be very careful with its partners. Jensen Huang has been summoned to a closed-door hearing before Congress, where he will have to answer questions about the risk he may have posed to US national security. In an interview with the BBC, he defended a position: “President Trump is very clear. He wants America to win, just as President Xi wants China to win. And it’s possible for both to get there. The reason is, we’re not in a zero-sum game.”
