
Trump Was Briefed on Huang Spy Link Before China Trip, Times Reports
The New York Times says Marco Rubio warned Trump about Jensen Huang's alleged spy link aboard Air Force One in May, before the Nvidia CEO joined the Beijing trip.
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Marco Rubio told President Trump aboard Air Force One in May that U.S. intelligence had linked Nvidia CEO Jensen Huang to a woman believed to be a Chinese spy, The New York Times reported on Tuesday, citing people with knowledge of the matter. The briefing landed shortly before Huang joined the Beijing trip at Trump's own invitation. That detail matters. It places the warning inside the aircraft carrying the delegation.
The account collides with the president's own words. Asked at a Nov. 9 news conference whether he had known of Huang's ties to the woman before the May summit with Xi Jinping, Trump said: "No, I didn't hear about it then." Pressed again on Monday about whether he had been briefed last year, he said he would have to check. The White House press office declined to comment on the record, pointed to the Monday remarks, and disputed the reporting without offering specifics. The State Department also declined to comment.
Who is the woman at the center of it?
The Times identifies her as Alice Huang, a former executive at Megaspeed, a Singapore-based company that buys advanced Nvidia chips. U.S. officials concluded she worked for China's Ministry of State Security, the paper says. Neither the Times nor the White House has published the underlying intelligence. Readers should treat the attribution as reporting based on unnamed sources, not an official finding.
The Times describes the May exchange as at least the second time in seven months that Trump had been told about intelligence concerning Huang and the woman. The paper does not describe the earlier briefing. Earlier coverage, citing the Times through CNBC, placed that first briefing in October 2025. What was said, and by whom, remains unreported.
The commercial context is hard to miss. The U.S. restricted direct chip sales to China in late 2022. Yet Chinese companies can still rent computing power at Southeast Asian data centers, including those Megaspeed operates, according to the Times. That loophole sits at the center of the story.
What has Nvidia done?
Nvidia announced on Nov. 8 that it had opened an investigation into its CEO. The company acted after Huang told its board he had been intimate with a business executive whom U.S. intelligence had determined to be a Chinese spy, the Times reports. The company has disclosed no timeline, no scope, and no interim findings. An open investigation is not a conclusion.
What does Congress want?
Lawmakers from both parties are demanding answers. Sens. Elizabeth Warren (D-Mass.) and Jim Banks (R-Ind.) said the revelation demands congressional scrutiny, HuffPost reported. Senate Minority Leader Chuck Schumer called for a full accounting of Trump's defense of Huang, according to HuffPost, whose full text was not available. The scandal has already revived efforts to write China chip export limits into the defense bill.
Trump has offered public support for his guest. HuffPost reported he called Huang "an honorable guy" and said he would take Huang to a future meeting with Xi. A memo on the matter had reportedly circulated in the spring. On the narrower question of travel, the picture is plain: Trump said Huang will not accompany him on next week's China trip, and he does not plan to raise the matter with Xi.
How the timeline reads
- Nov. 8: Nvidia says it is investigating Huang after he tells the board of the relationship.
- Nov. 9: Trump says "No, I didn't hear about it then" when asked about the period before the May summit.
- Nov. 10: The Times reports Rubio delivered the warning aboard Air Force One; the White House disputes the account without specifics.
Much here rests on unnamed sources. The denials are on the record but vague. Until Nvidia's investigation reports, or Congress extracts documents, the gap between the briefing and the denial stays unresolved.
Source: mlq.ai
More from Sophie Lindqvist
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News editor covering money, funding and market shifts around Semiconductors, chip manufacturing, hardware, AI compute at Chip Dispatch.
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