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How is Malaysia linked to Nvidia spy affair scandal?
Published: Nov 10, 2026 11:52 AM
Over the Deepavali weekend, news emerged that the CEO of American tech giant Nvidia, Jensen Huang, had an affair with a suspected Chinese spy.
Beyond the cheating and espionage, there were allegations that the purported spy, Alice Huang - no family relation to Jensen - is linked to a business operating out of Singapore and Malaysia that is suspected of circumventing US sanctions on AI-chip exports to China.
The allegations, which the US is still investigating, could hamper Putrajaya’s efforts to improve trade ties with Washington amid the latter’s ongoing trade war with China.
In August, the US classified Malaysia as a Tier 2 risk for illegal transhipment involving China-linked goods.
What happened?
The allegations that Jensen had an affair with Alice, and that she was a purported Chinese spy, were reported two weeks ago by the New York Times.
At the time, Nvidia appeared to deny the allegations and said the interactions between the two were “not unusual”. It also said that a company Alice was tied to, Singapore-based Megaspeed International, had received “zero information relevant to (US) national security”.
However, on Sunday, Jensen admitted to his company that he had been unfaithful to his wife, prompting Nvidia to launch an investigation.
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Over the Deepavali weekend, news emerged that the CEO of American tech giant Nvidia, Jensen Huang, had an affair with a suspected Chinese spy.
Beyond the cheating and espionage, there were allegations that the purported spy, Alice Huang - no family relation to Jensen - is linked to a business operating out of Singapore and Malaysia that is suspected of circumventing US sanctions on AI-chip exports to China.
The allegations, which the US is still investigating, could hamper Putrajaya’s efforts to improve trade ties with Washington amid the latter’s ongoing trade war with China.
In August, the US classified Malaysia as a Tier 2 risk for illegal transhipment involving China-linked goods.
What happened?
The allegations that Jensen had an affair with Alice, and that she was a purported Chinese spy, were reported two weeks ago by the New York Times.
At the time, Nvidia appeared to deny the allegations and said the interactions between the two were “not unusual”. It also said that a company Alice was tied to, Singapore-based Megaspeed International, had received “zero information relevant to (US) national security”.
However, on Sunday, Jensen admitted to his company that he had been unfaithful to his wife, prompting Nvidia to launch an investigation.
Nvidia CEO Jensen Huang with his wife Lori Huang
How is Malaysia involved?
The allegations involving Malaysia revolve around Megaspeed and its wholly-owned Malaysian subsidiary Speedmatrix Sdn Bhd.
Alice is said to have been a top executive at Megaspeed - which itself was rebranded from a subsidiary of a Chinese gaming company - and reportedly still had ties with the company after she resigned in late 2023.
Megaspeed became an Nvidia official cloud computing partner in 2023. Between June 2024 and February this year, the company is reported to have bought US$4.8 billion (RM19.5 billion) in Nvidia AI chips. The purchases began just weeks after Jensen and Huang were first photographed together.
How is Malaysia involved?
The allegations involving Malaysia revolve around Megaspeed and its wholly-owned Malaysian subsidiary Speedmatrix Sdn Bhd.
Alice is said to have been a top executive at Megaspeed - which itself was rebranded from a subsidiary of a Chinese gaming company - and reportedly still had ties with the company after she resigned in late 2023.
Megaspeed became an Nvidia official cloud computing partner in 2023. Between June 2024 and February this year, the company is reported to have bought US$4.8 billion (RM19.5 billion) in Nvidia AI chips. The purchases began just weeks after Jensen and Huang were first photographed together.
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Jensen Huang with Alice Huang
According to NYT, these chips were exported to data centres in Malaysia and Indonesia that appeared to serve customers in China. This could be in violation of US trade sanctions if it were done at the behest of a Chinese company.
In October last year, an NYT report also detailed how a US trade official who visited a data centre run by Speedmatrix found boxes of unopened Nvidia AI chips.
The report, citing officials familiar with the inspections, said there were suspicions that the chips were intended to be sent back to China, but that it did not have conclusive evidence at the time.
It also said that such concerns were relayed to authorities in Singapore and Malaysia.
In a response to the NYT in its report last year, the Investment, Trade, and Industry Ministry told the US news outlet that Malaysia had strengthened oversight of AI chip exports while maintaining active dialogue with the US about its controls.
According to NYT, these chips were exported to data centres in Malaysia and Indonesia that appeared to serve customers in China. This could be in violation of US trade sanctions if it were done at the behest of a Chinese company.
In October last year, an NYT report also detailed how a US trade official who visited a data centre run by Speedmatrix found boxes of unopened Nvidia AI chips.
The report, citing officials familiar with the inspections, said there were suspicions that the chips were intended to be sent back to China, but that it did not have conclusive evidence at the time.
It also said that such concerns were relayed to authorities in Singapore and Malaysia.
In a response to the NYT in its report last year, the Investment, Trade, and Industry Ministry told the US news outlet that Malaysia had strengthened oversight of AI chip exports while maintaining active dialogue with the US about its controls.
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Meanwhile, Megaspeed, in a statement last December responding to a similar Bloomberg investigation into its operations, said that it had been inspected by a US official, the Investment, Trade, and Industry Ministry, and Nvidia, and that no evidence was found that it was involved in the illicit trade of chips or involved in other illegal activities.
What’s next?
A probe by the US Department of Commerce into Megaspeed has been transferred to the US Department of Justice for further investigation.
US President Donald Trump has announced that the FBI will be investigating Jensen’s affair with Alice.
In response to queries from Malaysiakini today, Investment, Trade, and Industry Minister Johari Abdul Ghani said that to date, the ministry has not been presented with any evidence that Speedmatrix has contravened Malaysian law.
As such, the ministry has not commenced any investigation against the company.
"Nevertheless, the ministry's position is clear. Malaysia will not allow itself to be used as a channel to circumvent export controls, and the government will not hesitate to act firmly against any company found to have violated Malaysian law.
"Should credible evidence or a formal request from any foreign authority be received, it will be assessed and acted upon in accordance with our laws and processes," Johari said.
Megaspeed builds AI data centers in S'pore. So too its subsidiary, Speedmatrix, in M'sia.
ReplyDeleteAt the current stage of AI cpu developments, only two countries, US & China, have the capability to produce AI chips for these centers. China would sell its cup outside China, as there r no enough to meet the domestic demands. nVidia r selling its cup allover the world to buyers who r willing to pay the high prices demanded. China market is excluded due to US policies on US produced AI chips distributions.
So, what's wrong for these AI data centers in SEA buying nVidia cpu & rented the facilities to whoever that r willing to pay. Chinese companies operating outside China included.
Is there a US rule stating that these SEA AI data centers cannot rent their facilities to Chinese companies operating outside China?
BTW, the total amount (US$) of nVidia AI chips bought by Megaspeed & Speedmatrix over ther period of 2025/26 is a tiny fraction of nVidia's reported sales over the Q1 of 2026!
So, why r the witchhunting now?
First, NYT that breaks the story is a Democrat mouthpiece. It's looking for story to jerk the US what market after the recent Democrat Midterm landslide win over the Republican.
Second, nVidia has a CEO with Chinese face. With the current cordial relationship between Trump & Xi, anything Chinese would be a hard nut for the Republican to swallow.
A storm in a tea cup, initiated by a man who can't control his dick & a revolving Yankee in poitical fightings, Alice Huang being a secret double agent has to be sacrificed!
I can confirm from personal knowledge that Malaysia since 2026 has significantly tightened compliance with US export licence restrictions on End Use for AI Chips. But too late, because the majority diversion of nVidia chips to China occured in 2024/2025.
ReplyDeleteAI processors , related hardware and software are now included under the Malaysian Strategic Trade Act list....
Which mandates compliance to source country , in this case US Government regulations is now required under Malaysian Law, with severe penalties for both companies and individuals if tried and found guilty.
Previously Malaysian Government took the stand "we don't recognise unilateral US sanctions" which left US Export License compliance purely as a civil commercial matter for the Malaysian importer.
Now you can be subject to Malaysian criminal law.
Washington had applied serious pressure on Malaysia, threatening bans in Export licences for AI chips to Malaysia if Malaysian government did not clean this up.
wakakaka…
Delete'… majority diversion of nVidia chips to China occured in 2024/2025'
The restrictions on exporting advanced AI GPUs to China began in October 2022, when the U.S. Commerce Department introduced sweeping export controls to limit China’s access to advanced computing chips and semiconductor manufacturing equipment. These rules were further tightened in October 2023 to close loopholes and prevent the sale of slightly modified, redesigned chips.
In the early stage, there were many 'black' exports of the needed GPU chips been rerouted to China, as these were very lucrative transactions.
However, recent investigations by The New York Times revealed that the Commerce Department had approved roughly two dozen Chinese companies—including some with empty offices or ties to blacklisted military suppliers—to buy these H200 GPUs.
However from 3Q 2026, the supply of the most advanced "super-duper advanced" Blackwell architecture is completely off-limits for direct export to China in its full form. & many Chinese AI involved companies have switched to homegrown AI GPU chips from Huawei & Cambricon Technologies etc. Many r been told to stop using nVidia chips by the authority as the fear of backdoor embedded within these nVidia chips. Currently the sales of nVidia H200 GPU is facing a dead market of almost 0 Chinese market demands.
Only a fool would try to do a blackmarketing diverted sale of nVidia GPU chips to China now!