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Morning Token 05 ⚖️ Policy

Report: China recruited an exec to spy on Nvidia's CEO

Nvidia makes the chips that run most of today's AI. The New York Times reports that China's Ministry of State Security recruited Alice Huang, an executive at a company called Megaspeed, to spy on Nvidia CEO Jensen Huang. According to the report, the goal was to learn about American AI chips and "potentially influence" Nvidia to push for its most advanced chips to be made available to China.

This is a news report. Our sources do not include replies from the people or governments named.

In a separate story shared on Reddit, six pallets of Nvidia hardware worth $11.4 million were stolen on the way to Texas. And AMD's CEO says AMD is now a "data center first company", which means less focus on cheap graphics cards for regular buyers.

Why it matters

AI chips are now treated like strategic assets, targeted by spies and thieves. That makes the chip supply chain part of AI safety too. When the hardware is this valuable, every link in the chain becomes a target.

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