AFAICT, (b.) isn't correct? The alleged spy works for a Singaporean company called "Megaspeed"[1], and while there is a conflict of interest argument, perhaps, "direct report" seems incorrect.
[1]: https://en.wikipedia.org/wiki/Jensen_Huang_spying_scandal
There are reportedly two women. One is Alice Huang, who you mention, the other is Nvidia's VP of health care: https://www.nytimes.com/2026/11/11/technology/jensen-huang-n...