According to the New York Times, US intelligence officials have concluded that Alice Wong, a Chinese citizen linked to Singapore-based MegaSpeed, had been an intelligence asset passing information to Beijing, and that she was documented as being very close to Jensen Huang. The report says President Trump was briefed on the relationship about a year ago without taking action, and Huang has not received a defensive briefing. Nvidia told the Times that it would have been informed of any risk and that its customer discussions never covered national security. The hosts raised the question of whether government information could have reached Beijing, given Nvidia's lobbying to sell advanced chips to China and reported efforts to smuggle its chips there.
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NVDAJensen HuangChinasemiconductorsgeopolitics
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NVDA
▼ Likely negativeNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/28/2026 | 215.39 |
| Change that session | -1.17% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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