Don Bacon says Huang allowed himself to be compromised

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Nvidia's board investigates reports that CEO Jensen Huang was the target of a Chinese intelligence effort; Huang admits an affair and China calls the spy allegation a smear

On November 8, 2026, Nvidia's board said it was opening an independent investigation after news reports that its founder and chief executive, Jensen Huang, had been the target of a foreign intelligence effort. The New York Times reported in October that U.S. intelligence officials believe Alice Huang, an executive at Megaspeed, a Singapore-based company that buys Nvidia chips, was working for China's Ministry of State Security and had a close relationship with Jensen Huang; the two are not related. The Financial Times later reported that the U.S. government believes the relationship was romantic. In a message to staff the same day, Huang said he had been unfaithful to his wife and that he supports the investigation. The board says it has no reason to believe national security or company secrets were compromised. China's Foreign Ministry calls the spy allegation unsubstantiated and a smear.