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Jensen Huang, CEO of NVIDIA, recently admitted to being unfaithful to his wife and publicly apologized. This private scandal quickly evolved into an explosive incident affecting U.S. national security and the global AI industry.
After the incident was exposed by many media, Huida's stock price fluctuated significantly, and the focus was on Alice Huang Le, a woman accused of being involved in Chinese espionage activities. U.S. President Trump said on Monday (November 9) that he had called Huang Renxun, but the other party denied any knowledge, saying that he had "no idea that Huang Le was a spy." Trump said he believed Huang's story, praised him as an "upright man," and revealed that the FBI had intervened in the investigation. He believed Huang should eventually be able to escape.
The Chinese Ministry of Foreign Affairs firmly denied the relevant accusations, saying that the relevant claims were "just based on rumors and slander."
In the context of AI chip export controls and intensifying technology competition between the United States and China, this woman has become the focus of questioning from all parties: Who is she?
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Who is Huang Le?
Alice Huang, dubbed the "Chinese spy" by the media, is a Chinese citizen. She is about 42 years old and a native of Hunan. She went to Hong Kong Baptist University to study for a master's degree and later obtained Hong Kong permanent resident status.
According to reports from the New York Times and Financial Times, she served as the managing director of Megaspeed, a Singapore data center company, from March to November 2023, and later called herself CEO. The company, which was spun off from Chinese gaming company Seventh Avenue, purchases large quantities of Huida GPUs and leases computing power to Chinese companies such as Alibaba, which has triggered a U.S. investigation into circumventing export controls.
Hong Kong media "Hong Kong 01" searched the records in Hong Kong, Singapore and the mainland and found that Zhonghuangle has registered several Hong Kong companies this year and is also a director of "Nanjing Leading Technology" (T3 Travel). The company submitted a listing application to the Hong Kong Stock Exchange this year but was rejected.
Huang Renxun and Huang Le were first publicly captured by the media in the same frame. They were photos of drinking in a bar after the Taipei International Computer Show in June 2024. In May 2025, the two once again dined together at Sanliu Restaurant in Taipei, and were photographed chatting side by side and kissing on the cheek. An investigative report by CNN stated that Huang Le had entered the United States ten times with a Chinese passport since 2017.
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US accusations and Huida’s investigation
The Financial Times quoted U.S. sources as saying that U.S. intelligence agencies assessed that Huang Le and Huang Renxun had developed a personal relationship that went beyond business dealings and maintained contact through communications; the intelligence agency confirmed that the communication recipient was Huang Renxun himself through an "unmasking" process.
A confidential memo drafted under the supervision of Secretary of State Marco Rubio alleged that China’s Ministry of National Security had recruited Huang Le, whose tasks included collecting intelligence on Huang and U.S. AI chips, and could influence Huida’s lobbying to open the most advanced chips to China.
Huang Le will leave Megaspeed before October 2025. Huida's board of directors has launched an independent investigation, stressing that there is currently no evidence that company confidentiality or U.S. national security has been compromised.
It should be pointed out that Huang Le’s national security background and intelligence missions are still US accusations and have not yet been confirmed by the court. Part of his resume, including his previous experience as a reporter for Hunan Satellite TV and China Central Television, has not been fully confirmed. The Wall Street Journal reported that two people with ties to Huang earlier this year said Huang was in China at the time and his current whereabouts are unknown. In a letter to Huida employees, Huang admitted that he was "unfaithful to his wife", but did not directly name Huang Le, nor did he admit that the other party was involved in espionage activities.
Spy suspicions and past cases
Over the years, China has been accused of using various methods to infiltrate and monitor U.S. officials, congressmen, and overseas dissidents. A well-known case is the case of Christine Fang: This Chinese woman was accused of using social activities and political donations to get close to many American politicians, and was suspected of collecting intelligence for the Chinese government. Recently released FBI files show that former Congressman Eric Swalwell admitted to investigators that he had had an intimate relationship with Fang Fang, but the investigation ultimately found no evidence sufficient to prosecute the two.
This year, more specific allegations of surveillance emerged. On October 4, 2026, the FBI arrested 34-year-old Chinese real estate agent Zhang Wanying at Los Angeles International Airport. She was accused of spying on the home and vehicle of Taiwanese President Lai Ching-te's son living in the United States last year, and reporting to her Chinese contact through WeChat. She pleaded not guilty when she appeared in court in November and the case is still ongoing. Taiwan's presidential office condemned this as "a typical barbaric act of transnational repression."
In New York, Linda Sun, a Chinese woman who once served as a senior staff member to the governor of New York State, and her husband were charged in 2024 with acting as unregistered agents of China, involving obstructing Taiwanese officials from contacting the state government and accepting Chinese interests. The case is still under judicial proceedings.
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Beijing’s Denial and Public Opinion Attack and Defense
After the incident broke out, China did not completely block discussions about Huang Renxun, and related topics even appeared on Weibo hot searches. The Chinese Ministry of Foreign Affairs sternly denied that Huang Le was an intelligence officer. Former Global Times editor-in-chief Hu Xijin wrote multiple articles to express his grievances for Huang, saying, "This is not an ordinary scandal, this is politics." This refers to the US Democratic Party and the establishment taking the opportunity to attack Huang Renxun and thereby contain Trump.
Hu Xijin claimed to have a background in intelligence, and said that the Chinese intelligence community "never specifically uses honey traps" and "never requires female intelligence officers to achieve mission goals by sleeping with each other." He suspected that Huang Le was not a Chinese spy at all, and that the two may have developed a relationship after meeting in a shopping mall.
Taiwanese scholars have different interpretations. Hong Yaonan, an assistant professor at Tamkang University and a scholar of CCP studies, once served as the special assistant and core staff of former President Tsai Ing-wen. He analyzed in his personal Facebook column that Huang Renxun's involvement in the espionage suspicion just shows that "Beijing has always known who to put people next to." He believes that Beijing's strategy is not to rely on well-trained professional spies, but to mobilize international students, artists and businessmen with real identities, and the targets have expanded from military officers and diplomats to political newcomers and technology industry leaders.
"Huang Leruo is really from the Ministry of National Security, and he happens to be at the intersection of these two lines," he said.
Hong Yaonan also pointed out that Taiwanese society is used to treating Huang Jen-Hsun as the "Light of Taiwan," but now we should ask: "Since semiconductors are the backbone of national security, business leaders' interpersonal relationships and conflicts of interest cannot just be regarded as company housework: the government must intervene, the board of directors must check, and the media should not just be responsible for chasing stars."
Regardless of the truth, Beijing's reaction itself has revealed its external propaganda strategy: on the one hand, through official denials and influential voices such as Hu Xijin, it framed the incident as an "internal political struggle in the United States" and a "frame-up" to avoid falling into the narrative of "successful infiltration by Chinese spies." On the other hand, compared with the strict scrutiny of other sensitive matters, the relatively open public opinion handling this time shows that Beijing may still hope to maintain a dialogue space with the Trump administration in the fields of AI and chips, and turn a private scandal into a tool for geopolitical offense and defense.
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