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COMPANIES · 1 SOURCE · TechCrunch AI

U.S. probes possible Chinese spy connection between Megaspeed exec Alice Huang and Nvidia CEO

The New York Times reported that U.S. intelligence agencies had surveilled Alice Huang (Huang Le), a Megaspeed executive, for about a year amid concerns she could have been a Chinese spy close to Nvidia CEO Jensen Huang. Nvidia said the interactions were routine customer meetings and denied any sharing of sensitive trade secrets; the Commerce Department had separately investigated Megaspeed in 2025 over alleged chip export circumvention.

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REGULATION · 1 SOURCE · The Decoder

Schmidt and coauthors liken OpenAI and Anthropic to colonial trading companies in Foreign Affairs essay

In a Foreign Affairs essay, Eric Schmidt with Niall Ferguson and Lisa Klaassen argue that the US and China have built rival AI empires that concentrate capital, chips, energy, and markets, likening firms such as OpenAI and Anthropic to East India Companies; they cite export controls (Anthropic’s temporary shutdown of Fable 5 and Mythos 5 after a U.S. order) and warn that a Taiwan/TSMC disruption is the greatest supply-chain risk, proposing a Cold War–style AI détente with capability limits.

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