Megaspeed and the battle to go high-end Nvidia chips into China

Résumé détaillé

Jensen Huang's affair with a suspected Chinese spy has shone a light on Megaspeed, the company she worked for. It is under investigation in the US for smuggling Nvidia chips into China, which it denies.

As Nvidia, one of the world's most valuable companies, grapples with CEO Jensen Huang's romantic relationship with an alleged Chinese spy, attention is turning to the much smaller company she worked for.

Alice H., the alleged spy, worked as an executive for Megaspeed, a Singapore-based data center and AI computing company. It manages data center access, including for some major Chinese tech firms such as Alibaba.

According to Megaspeed's website as of November 2026, the company advertises itself as an "Nvidia cloud partner", saying it provides "computing power product services covering Nvidia's entire GPU product line." GPU stands for Graphic Processing Unit, a specialized electronic circuit that are in high demand for artificial intelligence (AI) applications, because they are designed to handle high numbers of parallel mathematical calculations. Megaspeed says it provides access for clients to Nvidia's advanced GB200 NVL72 ​computing system.

This type of firm is often referred to as a "neocloud". It buys Nvidia chips and computing power and then rents it out — in this case, at multiple sites across south-east Asia, to different companies. The US has set up strict export controls to prevent that Nvidia's high-performance chips end up in China, because it sees China as a competitor in the global AI race. It also does not want data centers made up of Nvidia chips to be owned by Chinese companies. It does, however, tolerate that data center compute with Nvidia chips be rented out to Chinese companies like Alibaba, and occasionally allows the export of Nvidia chips for specific purposes.

Megaspeed has bought billions of dollars worth of Nvidia's products in recent years and has been accused of breaching US export controls to divert Nvidia chips into China.

In December 2025, Bloomberg reported that the "once-obscure" Megaspeed had become the biggest buyer of Nvidia's chips in all of south-east Asia and that the US government was investigating its ownership structure and…

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