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President Donald Trump’s relationship with NVIDIA CEO Jensen Huang has come under renewed scrutiny following reports alleging that Huang had a relationship with a Chinese businesswoman suspected of passing information to Beijing. The controversy has shifted attention to Huang’s unusual access to the White House and his influence over US artificial intelligence and China policy.
Trump publicly backed Huang. He said the Federal Bureau of Investigation was looking into the matter and that he had asked Huang whether he knew the woman was a spy. The President also said he was not informed of the intelligence concerns before Huang joined him on a state visit to Beijing.
NVIDIA said its board was examining whether Huang had been targeted by a foreign intelligence operation. Reports alleged that Huang’s relationship with Alice Huang, a Chinese businesswoman, aided shipments of NVIDIA chips worth at least USD 7.5 billion to China. The company and Huang have not accepted the allegations as fact.
The New York Times reported that Secretary of State and national security adviser Marco Rubio briefed Trump aboard Air Force One in May about intelligence linked to Huang. The report said the briefing occurred before the Beijing trip. Trump has disputed that he was told at the time.
NVIDIA sits at the heart of the US-China technology rivalry. Its advanced chips power artificial intelligence systems, and Washington has imposed export controls to limit Beijing’s access to the most capable semiconductors. Any change in those rules carries major strategic and commercial consequences.
Huang’s lobbying focused on allowing NVIDIA to sell more advanced chips in China. Supporters say engagement can protect American jobs and market access. Critics contend that loosening controls could strengthen China’s AI capability and weaken US security.
NVIDIA reportedly committed at least USD 26 million to Trump-related projects, including USD 25 million for the White House ballroom and USD 1 million to his 2025 inaugural fund. Trump also reportedly held at least USD 12.5 million in NVIDIA stock last year.
However, they add to concerns about the scale of NVIDIA’s political access and the potential overlap between business interests, personal relationships and public policy.
Also Read: NVIDIA Reportedly Plans to Remove CEO Jensen Huang