The Fall of NVIDIA CEO Jensen Huang

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https://www.thetimes.com/world/asia...ic-relationship-chinese-spy-us-memo-qd907q38q

The chief executive of the tech company Nvidia had a romantic relationship with a Chinese spy, according to a memo circulated by US government officials.

The memo, which was based on information obtained by US intelligence, said that Jensen Huang had been intimately involved with Alice Huang, a businesswoman believed to have been recruited by Chinese intelligence to gather information on Nvidia.
 
I wonder which high-priced divorce lawyers will get involved. You would think that a guy as smart as Jensen would know better. You would be wrong in this case. Sex is often the downfall of many powerful men.
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I have doubts about this one. The timing makes it suspicious. Could be real though, I guess we'll find out.
 
I hope all of this causes a big crash in all these hw/chip stocks, these guys all need to come down to earth literally and figuratively. Expect the new congress to 'probe' this thoroughly....
Already happened / happening, eg. INTC dumped ~30% last Fri alone
Yes, it's still up from its multi-decade lows, but still

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Heck, even my employer got dinged
(glad I sold my recently vested RSUs at ~$420 ... nice)

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Who talks enough about their work with their spouse that it would be valuable intelligence?
Particularly for a company like nVidia, where near as I know they aren't involved in classified stuff? I mean their hardware is used in classified systems I'm sure, but in general they don't do classified work, like what they are doing is pretty well public knowledge. So what would the gain be?
 
Jensen doesn't need an affair with a spy to advocate for more GPU sales to China. he wad already advocating it

his biggest concern would be that if China is denied nvidia tech they could end up replacing with their own tech which would result in breaking the CUDA moat
 
Particularly for a company like nVidia, where near as I know they aren't involved in classified stuff? I mean their hardware is used in classified systems I'm sure, but in general they don't do classified work, like what they are doing is pretty well public knowledge. So what would the gain be?
They have contracts with the DoD for classified custom chips used in kinetic weapons & vehicles, custom chips/interfaces for supercomputing, custom algorithms for interfacing with the military's GenAI networks, etc. They're pretty deep into it, and there could be significant gains for an enemy if they were to steal that information to learn our capabilities.
 
"The Jensen Huang story keeps getting crazier.US intelligence reportedly discovered that Nvidia’s CEO was romantically involved with a suspected Chinese spy.Here's where things get insane:1.) The woman, Alice Huang, was an executive at Megaspeed, a company under investigation for allegedly helping Chinese firms circumvent US chip export restrictions.2.) US intelligence believes she was recruited by China's Ministry of State Security, its primary intelligence agency.3.) Intelligence officials reportedly suspected her objective included gathering information about Huang and potentially influencing Nvidia to push for looser US chip export controls.4.) Huang has spent the past year repeatedly lobbying Washington to loosen those exact restrictions.5.) US officials reportedly prepared an intelligence memo detailing the relationship and circulated it among senior government officials shortly before Trump's summit with Xi Jinping.6.) Trump had reportedly already been briefed on the suspected espionage operation and chose not to act on the information.7.) Huang has met with Trump repeatedly, reportedly even accompanying him aboard the presidential aircraft on a trip to China.8.) Megaspeed's Malaysian affiliate reportedly purchased at least $4.8 BILLION in equipment containing Nvidia chips between June 2024 and February 2026.9.) Federal authorities have been investigating Megaspeed since 2024, with the Justice Department reportedly taking over the Commerce Department's investigation this year.10.) Investigators reportedly found Nvidia equipment in boxes that appeared ready for shipment rather than installed in operational data centers.11.) Alice Huang's name was reportedly removed from Megaspeed's corporate documents as scrutiny intensified. Her continuing involvement with the company remains unclear.12.) Nvidia maintains that it investigated Megaspeed's chip deployments and found no evidence of illegal diversion.13.) Three congressional committee chairmen are now demanding that Huang appear for a closed-door briefing on November 18.We're talking about the CEO of the world's most valuable company, a suspected Chinese intelligence operation, billions of dollars in advanced AI chips, and the US government's efforts to control China's access to the technology.There is still no public evidence that Huang knowingly cooperated with Chinese intelligence or that the alleged operation successfully influenced US policy.But the questions surrounding this are extraordinary."

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  1. https://x.com/mickeyhardy/status/2119109974794068089?a=OY1S3fYfl3Em2tWd6zI&s=33

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“Nvidia CEO Jensen Huang admits affair, board to launch investigation​


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Nvidia CEO Jensen Huang admitted to having a romantic relationship with a suspected Chinese spy in a message to his company, and the company's board announced an independent investigation Sunday.“

https://www.axios.com/2026/11/08/nvidia-ceo-jensen-huang-admits-affair-board-to-launch-investigation

No RAM shortage for Jensen there, am I right?
 

“Nvidia CEO Jensen Huang admits affair, board to launch investigation​


View attachment 835562
View attachment 835561

Nvidia CEO Jensen Huang admitted to having a romantic relationship with a suspected Chinese spy in a message to his company, and the company's board announced an independent investigation Sunday.“

https://www.axios.com/2026/11/08/nvidia-ceo-jensen-huang-admits-affair-board-to-launch-investigation
For those who don't want to deal with some signup BS, straight from the horse's mouth:

https://nvidianews.nvidia.com/news/a-message-to-our-company

It will be interesting to see if Jensen steps down as CEO or holds steadfast.
 
He should hold. He is responsible for the tremendous growth of NV. Dude has vision galore. He just likes fine ass chinese women.
If she's it, as in the only one, then you're probably right. But if more come forward (i.e. exposed), I can refer you to plenty of Fortune 500 CEOs in recent past that were compelled to step down.
 
China must be at the forefront of honeypot spy technology.

Between this girl and Fang Fang, it's hard to not feel some understanding for these guys that fall for it.
 
I mean, it's not been a huge secret that Nvidia has been completely lax in enforcing any kind of sanctions on China.

That, and what national secrets should a private business owner with no elected position have?
 
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