据《纽约时报》报道，美国情报机构在调查新加坡数据中心公司美加速（Megaspeed）涉嫌帮助中国公司获取先进英伟达AI芯片的指控时，认定该公司前高管、中国籍商人黄乐（Alice Huang，又名黄乐）正在为中国情报部门充当线人。监控发现，她与英伟达首席执行官黄仁勋关系密切，引发美国情报官员担忧，北京是否可能通过此渠道获取美国人工智能竞赛核心的敏感信息。
Nvidia chief executive Jensen Huang's interactions with a Chinese businesswoman suspected of working for Beijing have raised concerns among US intelligence officials about whether China could have gained access to sensitive information at the heart of America's artificial intelligence race. The woman, Alice Huang, also known as Huang Le, is a Chinese national and a former senior executive at Singapore-based data centre company Megaspeed. According to a report by The New York Times, US intelligence agencies concluded that she was acting as an asset for Chinese intelligence while investigating allegations that Megaspeed was helping Chinese companies obtain advanced Nvidia AI chips.
黄仁勋是全球人工智能行业最具影响力的高管之一，也是与美国总统特朗普关系密切的知名商界人物。据报道，大约一年前，特朗普已被告知相关情报调查结果，但选择不采取行动。美国总统不愿干扰英伟达的芯片销售，因为这对美国经济和股市有重大影响，也不愿进一步紧张对华贸易关系。
The investigation took a more sensitive turn when surveillance revealed that she had developed a close relationship with Jensen Huang, one of the most influential executives in the global AI industry and a prominent business figure with access to US President Donald Trump. According to the report, Trump was briefed on the intelligence findings about a year ago but chose not to act on them. The US President has been reluctant to disrupt Nvidia's chip sales, which have significant implications for the US economy and stock market, or further strain trade relations with China.
该报道称，相关调查结果此前未完整披露，报道基于对知情监控人员、政府官员、行业高管和分析师的采访。关于获取英伟达首席执行官的担忧情报引发疑问：北京是否可能通过黄仁勋与该商人的互动，了解特朗普对华先进芯片出口的看法——这一问题预计将在中美关系中占据重要位置。同时，也引发担忧：通过黄仁勋与该商人的互动获得的信息，是否可能帮助中国了解英伟达的运营。
The findings have not previously been reported in full, the report claimed, based on interviews with people briefed on the surveillance, government officials, industry executives and analysts.CONCERNS OVER ACCESS TO NVIDIA CEOThe intelligence raised questions about whether Beijing could have gained insights into Trump's thinking on advanced chip exports to China, an issue expected to feature prominently in US-China relations. It also prompted concerns about whether information obtained through Huang's interactions with the businesswoman could have helped China understand Nvidia's operations.
这家公司是美国在开发先进人工智能系统方面保持领先地位的核心。据知情人士透露，黄仁勋并未收到美国当局有时会给予可能成为外国情报机构目标的美国人的防御性简报和警告。对Alice Huang的监控仍在继续。与Megaspeed有关联的公司今年也继续采购英伟达产品。
The company is central to America's lead in developing advanced AI systems. According to people briefed on the surveillance, Jensen Huang has not received a defensive briefing and a warning that US authorities sometimes give Americans who may be targeted by foreign intelligence services. The surveillance of Alice Huang is continuing. Companies affiliated with Megaspeed have also continued purchasing Nvidia products this year.
英伟达为其与Megaspeed的互动进行了辩护，称该公司受到的待遇与其他区域客户无异。“黄仁勋与黄女士的互动并不罕见或意外。与客户会面是首席执行官工作的一部分；黄仁勋每年都会与数千名客户高管交谈，”英伟达发言人John Rizzo告诉《纽约时报》。
Nvidia has defended its interactions with Megaspeed, saying the company was treated like any other regional customer." Jensen's interactions with Ms. Huang are not unusual or unexpected. Meetings with customers are part of a CEO's job; Jensen talks with thousands of customer executives every year," John Rizzo, an Nvidia spokesman, told the NYT.
Rizzo表示，英伟达“确信，如果美国政府认为任何人对美国产业构成威胁，会通知我们”。他补充道，像Megaspeed这样的客户“获得的是普通商业信息——而非敏感的英伟达商业机密——且不涉及任何与国家安全相关的信息”。美国对Megaspeed和芯片出口的调查对Megaspeed的调查可追溯至2024年底，当时美国商务部一名官员造访了该公司在马来西亚运营的一个数据中心，并发现了引起怀疑的情况。
Rizzo said Nvidia was "confident that if the US government believes that any person is a threat to American industry, it would let us know".Customers such as Megaspeed, he added, "receive ordinary business information -- not sensitive Nvidia trade secrets — and zero information relevant to national security".US PROBE INTO MEGASPEED AND CHIP EXPORTSThe investigation into Megaspeed dates back to late 2024, when a US Commerce Department official visited a data centre operated by the company in Malaysia and found circumstances that raised suspicions.
据《纽约时报》报道，英伟达设备仍装在箱子里，表明这些设备正在被运入或运出，而非安装在该设施内。
Nvidia equipment remained packed in boxes, suggesting it was being shipped in or out rather than installed at the facility, according to the NYT.
此前，该公司因涉嫌帮助中国企业规避美国对先进人工智能芯片的限制而受到关注。新加坡当局也曾在2025年对Alice Huang进行询问后将其释放。政府官员告诉该报，商务部的调查已于今年移交司法部。
The company had already attracted scrutiny over whether it was helping Chinese businesses circumvent US restrictions on advanced AI chips. Singaporean authorities also questioned Alice Huang in 2025 before releasing her. The Commerce Department's investigation was transferred to the Justice Department this year, administration officials told the newspaper.
Megaspeed作为中介运作，采购英伟达驱动的计算设备，并将数据中心算力出租给包括阿里巴巴在内的中国企业。
Megaspeed operates as an intermediary, buying Nvidia-powered computing equipment and renting data centre capacity to Chinese businesses, including Alibaba.
美国官员怀疑，通过该公司网络获得的部分芯片可能已被非法转移至中国。《纽约时报》报道称，根据从ImportGenius获得的贸易记录，Megaspeed在马来西亚的姐妹公司在2024年6月至2026年2月期间，采购了至少价值48亿美元的包含英伟达芯片和技术的先进AI设备。尽管受到审查，Megaspeed及其关联公司仍继续购买英伟达产品，通常通过中介进行。
US officials suspect that some chips acquired through the company's network may have been diverted illegally into China. The NYT reported that Megaspeed's sister company in Malaysia purchased at least USD 4.8 billion worth of advanced AI equipment containing Nvidia chips and technology between June 2024 and February 2026, according to trade records obtained from ImportGenius. Despite the scrutiny, Megaspeed and its affiliates continued buying Nvidia products, often through intermediaries.
据报道，英伟达也继续将Megaspeed列为云合作伙伴，而该公司则维持了与阿里巴巴的业务往来。关联如何浮出水面领英上发布的照片显示，2024年6月，在一场科技贸易展之后，黄仁勋和Alice Huang一起出现在台北的一家酒吧里。2025年5月，他们在与其他AI供应商共进商务晚餐后，再次被拍到一起离开一家餐厅。
Nvidia also continued listing Megaspeed as a cloud partner, while the company maintained its business with Alibaba, according to the report.HOW THE CONNECTION EMERGEDPhotographs posted on LinkedIn showed Jensen Huang and Alice Huang together at a bar in Taipei in June 2024, following a technology trade show. They were seen together again in May 2025, leaving a restaurant after a business dinner with other AI suppliers.
然而，关于她涉嫌与北京存在关联的情报发现，一直严格保密于美国政府内部。据知情人士透露，美国情报机构截获了涉及Alice Huang和一名美国公民的通讯。随后，通过一个被称为“揭示身份”的程序，该美国公民的身份被确认为黄仁勋。
The intelligence findings concerning her alleged links to Beijing, however, remained closely held within the US administration. According to people familiar with the surveillance, US intelligence agencies intercepted communications involving Alice Huang and an American citizen. A process known as unmasking subsequently identified the American as Jensen Huang.US intelligence agencies face legal restrictions on directly surveilling American citizens.
美国情报机构面临法律限制，不得直接监视美国公民。然而，当美国公民的通讯在对外国目标的授权监视中被附带收集时，可通过“揭示身份”程序披露其身份。特朗普与英伟达掌门人的关系这些指控为关于美国限制先进AI芯片出口的辩论增添了敏感色彩。黄仁勋一直在游说特朗普政府放宽出口管制，允许英伟达向中国销售更多产品。
However, an American's identity may be disclosed through the unmasking process when their communications are incidentally collected during authorised surveillance of a foreign target.TRUMP'S TIES WITH NVIDIA CHIEFThe allegations have added a sensitive dimension to the debate over US restrictions on advanced AI chips. Jensen Huang has lobbied the Trump administration to ease export controls and allow Nvidia to sell more of its products to China.
特朗普第二任期内，英伟达首席执行官黄仁勋与美国政府达成一项安排，美国政府将获得向中国允许销售的特定芯片收入中25%的份额。特朗普与黄仁勋的密切关系，使收紧对英伟达海外销售限制的努力变得复杂。现任和前任美国官员表示，一些涉及中国或英伟达的调查和拟议的贸易制裁在商务部内部已搁置。2025年之前，黄仁勋很少访问华盛顿，基本上不涉足政治。
During Trump's second term, the Nvidia chief negotiated an arrangement under which the US government would receive a 25 per cent share of revenue from certain chip sales permitted to China. The close relationship between Trump and Huang has complicated efforts to tighten restrictions on Nvidia's overseas sales. Current and former US officials said some investigations and proposed trade sanctions involving China or Nvidia had stalled within the Commerce Department. Before 2025, Huang rarely visited Washington and largely stayed out of politics.
然而，当政府考虑限制英伟达向中国销售芯片时，他和妻子前往特朗普位于佛罗里达州的马拉戈庄园，游说允许美国芯片制造商继续与北京开展业务。据报道，英伟达随后向特朗普的舞厅基金捐赠了至少2000万美元，而该公司承诺在美国制造业投资5000亿美元。黄仁勋上个月还在白宫为中国国家主席习近平举行的国宴上，就座于主宾席。
However, as the administration considered restricting Nvidia chip sales to China, he and his wife visited Trump's Mar-a-Lago residence in Florida to make the case for allowing American chipmakers to continue doing business with Beijing. Nvidia subsequently donated at least USD 20 million to Trump's ballroom fund, according to the report, while the company pledged to invest USD 500 billion in US manufacturing. Huang was also seated at the head table during a White House state dinner for Chinese President Xi Jinping last month.
去年，特朗普批准向中国销售英伟达旧一代芯片，以换取收入分成。其政府后来曾考虑允许销售更强大的技术，但最终决定不这么做。与此同时，特朗普政府已撤销前总统乔·拜登引入的限制措施，那些措施旨在限制东南亚公司购买先进芯片并将计算能力租给中国公司的安排。官员们现在正在权衡是否再次收紧这些规则。- 完
Trump approved sales of an older generation of Nvidia chips to China last year in exchange for a share of the revenue. His administration later considered allowing the sale of more powerful technology but ultimately decided against it. Meanwhile, the Trump administration has rolled back restrictions introduced under former President Joe Biden that sought to limit arrangements through which companies in Southeast Asia bought advanced chips and rented computing capacity to Chinese firms. Officials are now weighing whether to tighten those rules again.- Ends