据《纽约时报》援引被美国情报机构简报的匿名人员报道,美国总统特朗普在约一年前获悉北京正通过一名能直接接触英伟达首席执行官黄仁勋的人士获取报告后,未采取任何行动 12。涉事人物Alice Huang(Huang Le)是新加坡云公司Megaspeed的前高管,该公司既是英伟达的客户也是其云合作伙伴 12。美方情报机构怀疑Huang协助中国规避出口管制以获取高端英伟达芯片,并担忧她利用接近黄仁勋的地位影响特朗普的人工智能政策思维 1。尽管监控显示Huang可能向北京传递信息,但无证据表明黄仁勋知晓其所谓的间谍活动 2。
关于特朗普不作为的原因,报道指出部分动机在于保护英伟达股价以及维护对华芯片销售,同时担心此事复杂化中美贸易关系 12。特朗普与黄仁勋关系密切,视其为人工智能领域的关键顾问,财政部长Scott Bessent上月曾公开表示“总统与英伟达首席执行官黄仁勋完全保持一致” 1。针对相关指控,英伟达回应称黄仁勋与客户会面属正常商业行为,未涉及国家安全机密,且此前关于技术通过Megaspeed转移的指控已被调查并驳回 2。中国驻美使馆发言人刘昌则驳斥了“中国间谍”叙事,称之为抹黑行为,并敦促美方停止恶意封锁和遏制中国 2。
The New York Times, citing anonymous sources briefed by US intelligence agencies, reports that President Donald Trump took no action after being informed approximately a year ago that Beijing was obtaining reports from an individual with direct access to Nvidia CEO Jensen Huang 12. The suspected agent is identified as Alice Huang (Huang Le), a Chinese citizen and former executive at the Singapore-based cloud company Megaspeed, which is a customer and partner of Nvidia 12. Intelligence officials suspect she assisted China in circumventing export controls to acquire high-end Nvidia chips and feared she could influence Trump’s AI policy perspectives through her proximity to Huang 1. Although photos show multiple meetings between Alice Huang and Jensen Huang in Taipei in June 2024 and May 2025, there is no evidence suggesting that Nvidia’s CEO was aware of her alleged espionage activities 2.
Trump reportedly refrained from acting on these warnings partly to protect Nvidia’s stock price and due to his close relationship with Jensen Huang, whom he views as a key advisor in the artificial intelligence sector 1. Treasury Secretary Scott Bessent stated last month that "the president is completely aligned with Nvidia CEO Jensen Huang," reinforcing the administration's supportive stance toward the chipmaker 1. Further motivations cited include concerns that intervention might disrupt Nvidia’s sales of chips to China and complicate ongoing US-China trade relations 2. Notably, Nvidia has committed to investing $500 billion in US manufacturing and donated at least $20 million to the Trump White House ballroom fund 2.
Nvidia responded to the allegations by characterizing meetings between its CEO and clients as standard business practices that do not involve national security secrets 2. The company also noted that previous claims regarding technology transfers via Megaspeed had been investigated and dismissed 2. In reaction to the broader narrative, Liu Pengyu, a spokesperson for the Chinese Embassy in the US, rejected the accusations as smearing campaigns, stating, "China opposes hyping the so-called 'Chinese spy' narrative... and urges the US to stop maliciously blocking and containing China" 2.
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