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US intelligence sources say the evidence gathered on Alice Huang, the suspected spy who targeted Nvidia CEO Jensen Huang, does not establish that she was acting on behalf of China, according to CNN. Some officials at the Office of the Director of National Intelligence have reportedly pushed back on the espionage characterization. The case matters because Nvidia sits at the center of US-China tech tensions, and any spy drama around its chief executive carries outsized weight for the semiconductor sector. Watch for formal statements from ODNI and Nvidia, and for whether the scrutiny widens beyond Huang's circle.

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Jensen Huang, Alice Huang, China, CNN, Office of the Director of National Intelligence