The most valuable secrets in the global AI race may not be stored on servers at all. According to The New York Times, one of them was allegedly sitting in a friendship. The newspaper reports that China's Ministry of State Security recruited Alice Huang, an executive at the company Megaspeed, to gather information about Nvidia's CEO, Jensen Huang, and about American AI chips. The two Huangs are not related.
The reported goal went beyond collecting information. The MSS is said to have hoped she could "potentially influence the company to push for its most advanced chips to be made available to China." That matters because Nvidia's most powerful processors are central to the training of cutting-edge AI models, and Washington has restricted their export to China. Megaspeed is a customer of Nvidia, which gave Alice Huang a natural point of access.
The Times also says she has relationships with executives at the highest levels of the AI chip industry, including leaders at Gigabyte, the Taiwanese hardware maker. The story has developed quickly. Last week the Times reported that Jensen Huang was seen as the target of a Chinese spy plot, and described the two as "close". The new detail is that the MSS had actually enlisted her.
According to the report, President Trump, who is friendly with Jensen Huang, was briefed on the relationship last year but took no action.