CNBC: Alice Huang's Shareholdings Lead to a Huawei Cloud Data Center, Tying Jensen Huang's Admitted Affair Partner to Nvidia's Biggest Rival in China

CNBC reported on November 12 that Tesari, a private intelligence firm, exclusively provided the network with research tying Alice Huang, with whom former Nvidia chief executive Jensen Huang had an extramarital affair, through a chain of shareholdings in companies founded by her husband to a Shenzhen data center whose main client is Huawei Cloud. CNBC said it reviewed Chinese corporate registration records and Chinese-language reporting translated by Tesari, and that the shareholding ties had not been previously reported.

According to CNBC, filings show Huang was living in Hong Kong at the time. CNBC said she and Jensen Huang had a romantic relationship; Huang has acknowledged having had an affair, though the exact timing of the relationship is unclear, and the two were first publicly photographed together in December 2023. CNBC said the relationship has drawn scrutiny in U.S. policy circles, in part because the U.S. intelligence community has reportedly alleged that Alice Huang is a Chinese spy. That allegation is one CNBC reported as such; it has not been substantiated by public evidence.

According to CNBC, Alice Huang became a co-owner of Shanghai Hexi around 2016, served as a Hexi executive, and her husband Kang Wei founded the firm. Hexi, which invests heavily in technology and data centers, bought a 27 percent stake in Shanghai Century Longteng, a data center developer, in 2021 and held it until 2024. Longteng holds a 50.1 percent controlling stake in Shenzhen Yifeng Technology, whose Shenzhen data center counts Huawei Cloud, part of Huawei, as its main client; Hexi also guaranteed loans for the data center facility. Kang Wei became a Longteng executive in 2022 and attended the company's signing with Huawei.

CNBC reported a second thread linking Huang to Nvidia. She sold her cloud business Osmanthus to Chinese game company 7Road in 2019, and 7Road's Singapore subsidiary was spun off in 2023 as Megaspeed. Citing reporting by The Information, CNBC said Megaspeed handled at least $7.5 billion worth of Nvidia chips flowing to Chinese companies.

CNBC also noted what remains unconfirmed: it is not clear whether the Shenzhen data center ever obtained Nvidia GPUs, and another Longteng shareholder, Zhejiang Century Huatong, has been buying Nvidia chips since 2023. Tesari analysts told CNBC the ownership structure is convoluted and, in their experience, looks deliberately obscured. Brian Andersen, a Tesari vice president and former supervisory special agent with Homeland Security Investigations, told CNBC the matter warrants a national-security and counter-proliferation investigation, and said that if unauthorized transfers of controlled equipment to Huawei were proven, charges could include export-control violations, conspiracy and smuggling. Those are Tesari's views and statements, not findings by any agency.

According to CNBC, it sought comment from all sides: Nvidia and Huawei did not respond to requests for comment; Jensen Huang did not return a voicemail left on his phone; CNBC could not reach Alice Huang; and Hexi, contacted via LinkedIn outside business hours, did not immediately reply.

Related: Jensen Huang Resigns as NVIDIA CEO, Effective Immediately: CFO Kress Named Interim CEO as Board Launches Search

Follow-Up: Trump Called Huang on Tuesday to Urge Him to Fight for His Job, the New York Times Reports

(Source: CNBC)

Source: CNBC

Published by GSM · USA (original Chinese edition)

Photo: 图：英伟达创始人黄仁勋2026年4月30日在斯坦福大学出席对谈（资料图）。Anderseidesvik 摄，CC BY-SA 4.0，经 Wikimedia Commons，本站人物图库。 / Photo: Nvidia founder Jensen Huang at Stanford University on April 30, 2026 (file photo). By Anderseidesvik, CC BY-SA 4.0, via Wikimedia Commons; GSM people library.

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