Thursday briefing: What we do (and don’t) know about Alice Huang and the Nvidia affair

In today’s newsletter: US intelligence reportedly believes the former tech executive was recruited by Beijing, raising questions about the security of the AI industry and Trump’s close ties to Nvidia chief Jensen Huang Good morning. Espionage is supposed to be a secretive business, and spies are supposed to be virtually invisible.

That hasn’t been the case for Alice Huang, the mysterious Shanghai executive who formed a romantic relationship with Jensen Huang, the founder of Nvidia, one of America’s most powerful tech companies. Many questions have arisen since it emerged that US intelligence believes that Huang (no relation of Jensen’s) is an asset recruited by the Chinese intelligence services to spy on behalf of Beijing.

This morning’s newsletter explains what we know about the story, and what it tells us about the effectiveness of Chinese espionage. That’s after the headlines.