Congressional leaders are pressing Nvidia for answers after a U.S. intelligence memo, reported by the Financial Times, alleged that CEO Jensen Huang had a romantic relationship with Alice Huang, a former executive at Singapore‑based AI infrastructure firm Megaspeed. The memo, which U.S. officials say was drafted earlier in 2026, claims Alice Huang was recruited by China’s Ministry of State Security to gather information on Nvidia’s advanced AI chips. The allegations remain unverified, and the memo itself has not been released publicly.

Legislative request and timeline

Three House committee chairs—Brian Mast (Foreign Affairs), John Moolenaar (China Select) and Rick Crawford (Intelligence)—sent a joint letter on November 4 requesting a closed‑door briefing with Jensen Huang on November 18. The letter, filed with the House, asks Huang to confirm his participation or propose an alternative date by November 11. The committees say the briefing will address potential foreign‑adversary access to U.S. technology and whether Nvidia’s safeguards are sufficient.

Nvidia’s response and internal review

Nvidia has declined to comment on the specific memo but reiterated that its interactions with regional cloud customers are routine business engagements. The company told CNBC that customers receive ordinary commercial information and that it does not share classified or national‑security data. An internal investigation, according to Nvidia, found no evidence that sensitive information was disclosed to Megaspeed or any other party. The firm also noted that its cloud partners do not request changes to U.S. export policy or advocate for chip sales to China.

Context and broader scrutiny

Megaspeed, part of Nvidia’s cloud partner network, purchases equipment and rents compute power for AI developers. U.S. officials have previously examined whether restricted Nvidia chips have been diverted to Chinese buyers through such intermediaries. The alleged relationship, if true, would raise questions about whether personal contacts provided access beyond standard customer interactions. Both the Chinese foreign ministry and Singapore’s Ministry of Home Affairs have dismissed earlier reports linking Alice Huang to espionage, though Singapore confirmed an ongoing investigation into Megaspeed unrelated to the individual.

What to watch next

Key developments to monitor include whether Jensen Huang accepts the November 18 briefing, any statements from U.S. intelligence agencies confirming or refuting the memo’s claims, and the outcome of Nvidia’s internal probe. Additional congressional actions, such as potential subpoenas or legislative measures targeting AI chip exports, could also shape the regulatory environment for U.S. semiconductor firms.