GPUs, Capri Sunsets, And A Detained Husband: Who Is Alice Huang?

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GPUs, Capri Sunsets, And A Detained Husband: Who Is Alice Huang? From Chinese state TV to an Nvidia cloud partner in Singapore, the woman U.S. officials reportedly tie to Chinese…

From Chinese state TV to an Nvidia cloud partner in Singapore, the woman U.S. officials reportedly tie to Chinese intelligence built years of access to Jensen Huang, then toured Europe while her husband sat in Shanghai police detention.

A WeChat profile attributed to Alice Huang reads "stay hungry, stay foolish." The screenshots published by Sing Tao document a life of European art galleries, Italian sunsets and high-level business gatherings. One caption from Capri toasts a sunset "with my girlfriends," while older posts place her side by side with Nvidia chief executive Jensen Huang.

On Nov. 8, Jensen Huang admitted he had been unfaithful to his wife, without naming the woman involved. By then, as we reported, the New York Times had reported that U.S. officials concluded Alice Huang was a Chinese intelligence asset, an allegation Beijing denies and Reuters says it has not been able to verify.

For markets watching a multi-trillion-dollar chipmaker caught between Washington's export controls and Asian cloud demand, the story goes well beyond personal indiscretion. Public filings, border logs and Chinese financial reporting connect a former state-television employee, whose fund-manager husband was detained by Shanghai police this year, to an Nvidia cloud partner in Singapore and a data-center pitch worth hundreds of millions of dollars involving Alibaba. Shareholders have already sued, Nvidia reports earnings Nov. 17, and lawmakers have asked Jensen Huang to brief them behind closed doors on Nov. 18.

Huang's place in Jensen Huang's orbit came with serious semiconductor dealmaking. Her attributed 2024 WeChat posts mixed high-society snapshots with hardware business, including photographs of Nvidia's flagship GB200 servers and congratulations on a funding round for Shanghai Advanced Silicon Technology.

In March 2023, Huang became the controlling shareholder of Megaspeed, a Singapore company incorporated in 2015 as 7Road International that went on to become an official…

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