Nvidia CEO Jensen Huang is facing increasing scrutiny after a report claimed his ties to a Chinese businesswoman suspected of connections to Beijing helped enable at least $7.5 billion in China Chip Shipments for the American semiconductor titan. The revelations have raised fresh questions about Nvidia’s business relationships, US export restrictions and possible national security threats surrounding the global artificial intelligence industry.
Alice Huang, a Chinese businesswoman who US authorities reportedly suspect to be working for Beijing, leveraged her ties with Jensen Huang and a web of companies operating across China and Singapore to gain access to Nvidia’s advanced processors, a report published by The Information on November 10, 2026, said.
The business network facilitated at least $7.5 billion in China Chip Shipments of Nvidia chips to Chinese companies, the report said, citing two people familiar with Alice Huang. Alice Huang is not related to Nvidia’s chief executive. The alleged network was centered on Shanghai Century Litong, a China-based firm established in June 2023. Later in the year, in October, the company became a preferred cloud partner of chipmaker Nvidia, giving it priority access to its products.
The network also included Megaspeed of Singapore, a company associated with Alice Huang and her family. The companies used a complex international business structure based in China and Singapore to acquire Nvidia processors and offer computing services to Chinese customers, the report said. These arrangements, according to reports, were crucial in making the China Chip Shipments possible and add another layer to the story of how sophisticated processors from Nvidia found their way into the Chinese market.
Reports say that Huang allegedly used her inside connections at Nvidia and its distribution network to help acquire the products when orders for the processors, subject to U.S. export restrictions, became complicated. The report said the process allowed the import of some 240,000 units of H100 and H200 processors and some A100 processors into China.
Some of the processors acquired were said to have been used in data centers and computing services, which ended up serving large Chinese technology companies such as Alibaba and Tencent and smaller artificial intelligence research labs. The claims about China chip shipments are particularly significant because Washington has restricted the export of advanced AI chips to China, citing concerns that the technology could enhance Beijing’s military and technological capabilities. Nvidia’s powerful processors are critical to building and training advanced artificial intelligence (AI) systems, and the company’s distribution of them has become a flashpoint in the US-China technology rivalry.
Nvidia has always said it sells its data center GPUs through established business partners and expects all transactions to comply with US export regulations. China Chip Shipments: In response to questions from The Information, a company spokesperson said Nvidia applies the same standards to transactions of any size and collaborates with law enforcement to identify suspected attempts to evade export controls. The information reports that hardware purchased by Malaysian subsidiary Speedmatrix, which was established by Megaspeed in 2024, eventually found its way to Century Litong.
The FBI is looking into the circumstances surrounding the alleged relationship. Huang, in a message to Nvidia employees, admitted to cheating on his wife at China Chip Shipments, took responsibility, and apologized to his family and colleagues. The dispute additionally emphasizes the effectiveness of U.S. export controls.
Washington has tried to limit Beijing’s access to cutting-edge semiconductor technology, but stories of complicated distribution networks and potential third-country China chip shipments have highlighted the challenges of enforcing such limits across global supply chains. The latest assertion comes as scrutiny mounts over Jensen Huang’s ties to Alice Huang and whether the Nvidia chief may have been targeted by a foreign intelligence operation.
The key question for Nvidia is whether its business relationships and internal governance were handled correctly and whether any restricted technology was provided to unauthorized customers such as China Chip Shipments. The firm’s question could be important not just for its own standing but for the larger discussion around semiconductor security.
The $7.5 billion figure and the alleged role of Alice Huang are claims reported by The Information, and Reuters said it could not independently verify the report. Additional findings from the investigations will be important in determining the extent of any wrongdoing and if it affected the company’s business operations or U.S. national security.
