A founder who helped shape the machinery of the artificial intelligence age has stepped away from the company he built, and in doing so the quieter question of trust has moved to the center of the story. Reporting now suggests he described a personal relationship with a figure under US scrutiny as ordinary business, to colleagues whose job was to keep the company honest. The story sits at the meeting point of private conduct, corporate candor, and the wider rivalry between nations over the chips that power modern life. What will be decided next, by an outside investigation and by governments,
Huang Allegedly Misled Nvidia Leaders on Alice Huang Relationship, Reuters Reports
Routine business dealings with customers, he told his own leaders
Mark
Why does this report matter beyond the affair itself?
Mimi
Because the new part is about what he told colleagues. The messages show him describing his dealings with Alice Huang and Megaspeed as routine customer business, to the general counsel and the marketing chief.
Mark
Those are the people who would handle legal and public exposure.
Mimi
Yes, and it happened twice, according to the sources: autumn 2025 and October 2026, each time after press questions.
Luke
Careful with the evidence, though. Reuters saw only the October messages. The 2025 exchanges come from anonymous sources, not documents.
Mark
And Reuters couldn't quote the messages directly.
Luke
Right. That was a condition of seeing them, so readers are relying on Reuters' description of them.
Mimi
Still, two people familiar and the correspondence point the same way. And Huang's Sunday apology admitted infidelity, though without naming her.
Mark
What about the spying claim?
Luke
That's the biggest open question. US authorities reportedly suspected her, Beijing denies it, and Reuters hasn't verified it. We also don't know when the relationship became intimate. Photos only show them together from December 2023.
Mark
And the $1.8 trillion?
Luke
It's a real market-cap drop since October 6, but the report doesn't say how much of it is due to this. The Wachtell investigation is what could fill in the gaps.
El Pulso
- Jensen Huang has resigned as Nvidia's CEO, and the chip industry is absorbing the shock of losing one of its defining leaders.
- Reuters reports internal messages in which Huang called his dealings with Alice Huang routine customer business, despite an affair.
- The general counsel and chief marketing officer were among the colleagues allegedly left with a misleading account.
- Independent directors have brought in Wachtell Lipton to investigate, while US authorities weigh suspicions that Alice Huang spied for China.
- Nvidia shares have fallen more than 30% from their October peak, and the outcome of the probe is still unknown.
A founder who helped shape the machinery of the artificial intelligence age has stepped away from the company he built, and in doing so the quieter question of trust has moved to the center of the story. Reporting now suggests he described a personal relationship with a figure under US scrutiny as ordinary business, to colleagues whose job was to keep the company honest. The story sits at the meeting point of private conduct, corporate candor, and the wider rivalry between nations over the chips that power modern life. What will be decided next, by an outside investigation and by governments, will show whether the institution he leaves behind can answer for what its leader withheld.
Jensen Huang has resigned as chief executive of Nvidia, ending his run as one of the defining figures of the chip industry and of the artificial intelligence boom. New reporting from Reuters, based on people familiar with the matter and internal messages, adds a troubling detail: Huang allegedly misled senior colleagues about his relationship with Alice Huang, a Chinese businesswoman and former executive at Megaspeed International, an Nvidia customer. US authorities had been investigating whether she spied for China. The two share a surname but are not related.
In October, according to the messages Reuters reviewed, Huang told company leaders that his interactions with her were standard business dealings with customers. Sources say similar questions arose in 2025, after a New York Times article about their public meetings, and Huang again described the contact as appropriate without disclosing an affair. Photos verified by Reuters show the two together in several countries going back to December 2023.
Huang has apologized for being unfaithful to his wife and for disappointing the company, though he did not name Alice Huang. Reports have also surfaced of other relationships with employees. On November 10, Nvidia's independent directors hired the law firm Wachtell, Lipton, Rosen & Katz to conduct an independent investigation. Beijing denies that Alice Huang is a spy, and Reuters has not independently verified the accusations.
The market has reacted sharply, with Nvidia's stock down more than 30% from its October high and over $1.8 trillion in value erased. What comes next depends on the findings of the investigation and on whether US authorities act on their suspicions.
Jensen Huang resigned as Nvidia's chief executive on Thursday, ending a run as one of the central figures of the chip industry and of the technology behind the recent artificial intelligence boom. New reporting from Reuters, published in the days after, adds a detail about how he handled questions inside the company: according to two people familiar with the matter and internal correspondence the agency reviewed, he misled senior colleagues about his relationship with Alice Huang.
The colleagues named are general counsel Tim Teter and chief marketing officer Alison Wagonfeld. Alice Huang is a Chinese businesswoman and a former top executive at Megaspeed International, an Nvidia customer. She is also someone the US was investigating over possible spying for China. The two share a surname but are not related. Reuters says Jensen Huang had an affair with her.
The messages Reuters reviewed date from October. The agency saw them on the condition that it not quote them directly, and it says it is the first to report on them. In two separate messages that month, Huang told Nvidia leaders, Teter and Wagonfeld among them, that his interactions with Alice Huang reflected standard business dealings with customers. In other messages he affirmed that his dealings with Megaspeed were routine.
The same pattern appeared earlier, the sources said. In autumn 2025 and again in October 2026, press inquiries drew some Nvidia leaders' attention to his ties with Megaspeed and Alice Huang. Both times, Huang described the interactions as appropriate. Reuters reviewed only the October messages, not those from 2025.
The 2025 episode followed a New York Times article from October of last year that drew attention to his public meetings with Alice Huang. Huang then communicated with some Nvidia leaders about those interactions, without describing them as an affair, the people said. He also discussed legal action against the Times. No lawsuit was filed by Nvidia or by Huang, and a Times spokesperson said the paper received no legal demand.
It is unclear when the relationship became intimate. Photos posted online and verified by Reuters show the two together in the US, China and elsewhere, going back as far as December 2023.
Huang apologized in a statement on Sunday for being unfaithful to his wife and for disappointing the company, but did not name Alice Huang. The Times reported this week that he also had an extramarital relationship with an Nvidia employee, and Reuters reported Thursday that he had an intimate relationship with a different employee.
On November 10, the independent members of Nvidia's board said they had hired the Wall Street firm Wachtell, Lipton, Rosen & Katz to conduct an independent investigation. That followed reports by the Times and the Wall Street Journal on his relations with Alice Huang and on US suspicions that she was spying for China. Beijing has denied she is a spy, and Reuters has not independently verified whether she worked on behalf of the Chinese government. In a Bloomberg interview published October 29, Jensen Huang said the US government had not told him of its suspicions about her.
Teter did not respond to a request for comment, and Wagonfeld did not immediately respond. A representative for Huang and an Nvidia spokesperson declined to comment. A call and email to contact details on a business card for Alice Huang went unanswered.
The market has registered the turmoil. Nvidia's stock has fallen more than 30% from its October 6 closing high, erasing more than $1.8 trillion in market value. The next things to watch are the findings of the Wachtell investigation and whether US authorities act on their suspicions about Alice Huang.
Citas Notables
He apologized for being unfaithful to his wife and for disappointing the company, without naming Alice Huang.— Jensen Huang, statement on Sunday (paraphrased)
The US government had not informed him about its suspicions regarding Alice Huang.— Jensen Huang, Bloomberg interview published October 29 (paraphrased)
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