Updated
Updated · CNBC · Nov 12
Alice Huang Linked to Huawei-Benefiting Firms as Nvidia Shipments to China Reached $7.5 Billion
Updated
Updated · CNBC · Nov 12

Alice Huang Linked to Huawei-Benefiting Firms as Nvidia Shipments to China Reached $7.5 Billion

3 articles · Updated · CNBC · Nov 12

Summary

  • Tesari told CNBC that Alice Huang held stakes in Chinese businesses tied to Huawei while she was involved with Nvidia and reportedly in a relationship with former CEO Jensen Huang.
  • Corporate records reviewed by CNBC show one Huang-linked chain led to Shenzhen Yifeng, a data center whose key customer was Huawei Cloud, while her firm Hexi guaranteed loans financing that facility.
  • Another Huang-linked company, Osmanthus, was sold in 2019 to 7Road; a spun-off unit, Megaspeed, later became a major Nvidia customer that helped facilitate at least $7.5 billion in chip shipments to Chinese firms.
  • Tesari said the network appears deliberately obscured and could warrant U.S. national-security and export-control scrutiny if controlled equipment reached Huawei without authorization.
  • The findings sharpen questions over whether Nvidia's top China rival may have indirectly benefited from Nvidia-linked computing power around the time Alice and Jensen Huang were first seen together in late 2023.

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