A personal confession by Nvidia CEO Jensen Huang has expanded into a controversy with major national security implications. After admitting to an extramarital affair and apologising to his family and colleagues, Huang now finds himself at the centre of allegations that a woman linked to him, identified as Alice Huang, was gathering information for Beijing. As Nvidia launches an independent investigation and US intelligence concerns come under the spotlight, questions are mounting over whether a foreign intelligence operation sought to target one of the most influential figures in the global AI industry and the company at the heart of America's technological rivalry with China.