Jensen Huang / CCP Spy Relationship, Alleged by US Intelligence

[NukeDukem]

Dude, anything Nvidia sets aside to “sell to gamers on the cheap” will be snapped up by AI bots and repurposed as ultra-cheap AI gear. I don’t understand what people expect him to do. I don’t know what this situation will ultimately lead to, but I can tell you it won’t be low priced hardware for PC gamers.

I know. A lifelong PC gamer can still hope this situation somehow benefits us.

"Remember, Red, hope is a good thing, maybe the best of things, and no good thing ever dies."​

 

[Absalom]

Dude, anything Nvidia sets aside to “sell to gamers on the cheap” will be snapped up by AI bots and repurposed as ultra-cheap AI gear. I don’t understand what people expect him to do. I don’t know what this situation will ultimately lead to, but I can tell you it won’t be low priced hardware for PC gamers.

Agreed. The outcome of this does nothing to suppress the thirst for AI right now. It's going to take a lot more than a well-known CEO's infidelity to rock that boat.

 

[madpistol]

 

[erek]

View: https://youtu.be/SPMvmMfON30?is=IMND9MJaGKaPcFfx

 

[erek]

“Jensen Huang disappears from lineup at Anthropic”​

https://www.businessinsider.com/nvi...s-elevenlabs-summit-conference-lineup-2026-11

 

[undertaker2k8]

View attachment 835786

He could lose 90% of his money and still buy 10 Dennys with change

 

[madpistol]

“Jensen Huang disappears from lineup at Anthropic”​

https://www.businessinsider.com/nvi...s-elevenlabs-summit-conference-lineup-2026-11

He's washing dishes at Denny's.

 

[gtrguy]

He's washing dishes at Denny's.

Still wearing the jacket

 

[sleepeeg3]

He could lose 90% of his money and still buy 10 Dennys with change

He could still literally buy all the Denny's. They were trading at a $322M market cap this year, when they were bought by a private firm.

 

[zandor]

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

That's going to happen anyway with AI at the high end. The CUDA moat was established by a pile of professional applications that need high end hardware and don't have a lot of users. So high dev cost per user. Gaming is a much larger user base. AMD and Intel work there. It's a non-issue for Anthropic, OpenAI, Google, Microsoft, Meta, etc. They have the resources to make their stuff work on whatever. Most of them are working on their own AI chips. IMHO NV's biggest advantage is with smaller companies and individuals. I think NV would be much better off if local AI was a big thing than if a few tech giants turned it into a subscription service. The big corps will cut NV out as soon as they can to keep more $ for themselves. For local AI NV's competitors are AMD and Intel. They work but NV is easier.

 

[undertaker2k8]

He could still literally buy all the Denny's. They were trading at a $322M market cap this year, when they were bought by a private firm.

I meant 10 Denny's as in the company, not individual locations lol.

 

[BullseyeBob]

I hope he gets ousted as CEO and loses his family.

 

[crazycrave]

I think Jensen finally found some real CUDA.

 

[undertaker2k8]

Unfortunately this is not yet having any real impact on even Nvidia stock, and greedy MMs are just pumping AMD and INTC again. The AI bubble will pop not when Nvidia is down to $100 but when AMD is down to $200 , the valuations there make absolutely no sense.

 

[philb2]

Unfortunately this is not yet having any real impact on even Nvidia stock, and greedy MMs

MMs = ???

 

[MaZa]

Interesting letter.

"to my wife and family, I love you". All evidence to the contrary, clearly not love enough to keep it in your pants and not disrespect the person whom you have shared your life since college days and mother of your children.

A booze and coke fueled one night mistake one could probably understand and forgive even if the trust is forever damaged, but having an actual secret mistress? Even if we ignore the fact that she was a spy, that is still disgusting behaviour that only reinforces the "rich powerful man with no morals" stereotype that a lot of people have.

At the very least I hope little Jensen also had his jacket on, for who knows what Trojan horses she came planted with.

 

[kram182]

but having an actual secret mistress?

I don't know how secret it was. They were seen and photographed everywhere together a lot. They weren't exactly hiding it. Could even be a case of the wife knew previously and this is just a 'saving face to show the public you feel regret' HR checklist apology.

 

[Marees]

"to my wife and family, I love you". All evidence to the contrary, clearly not love enough to keep it in your pants and not disrespect the person whom you have shared your life since college days and mother of your children.

A booze and coke fueled one night mistake one could probably understand and forgive even if the trust is forever damaged, but having an actual secret mistress? Even if we ignore the fact that she was a spy, that is still disgusting behaviour that only reinforces the "rich powerful man with no morals" stereotype that a lot of people have.

At the very least I hope little Jensen also had his jacket on, for who knows what Trojan horses she came planted with.

apparently it was a open secret that Jensen was a party man

the complication this time is that the mistress is a Chinese citizen. apparently as per Chinese law, if the govt commands you to commit espionage then you have no choice but to obey.

so first she might have slept with him to get extra GPUs. then the govt might have ordered her to become a spy. an inherent risk of doing business with China

 

[Marees]

apparently it was a open secret that Jensen was a party man

the complication this time is that the mistress is a Chinese citizen. apparently as per Chinese law, if the govt commands you to commit espionage then you have no choice but to obey.

so first she might have slept with him to get get extra GPUs. then the govt might have ordered her to become a spy. an inherent risk of doing business with China

National Intelligence Law
• Article 7: “All organizations and citizens shall support, assist, and cooperate with national intelligence work in accordance with the law, and keep confidential any state secrets concerning national intelligence work that they become aware of.”
• Article 14: When national intelligence agencies carry out intelligence work in accordance with the law, they “may require relevant agencies, organizations, and citizens to provide necessary support, assistance, and cooperation.”

https://x.com/ZhanSu12/status/2119687972903858634?a=fuLTy0GqXP4DquwgZEo&s=20

 

[MaZa]

I don't know how secret it was. They were seen and photographed everywhere together a lot. They weren't exactly hiding it. Could even be a case of the wife knew previously and this is just a 'saving face to show the public you feel regret' HR checklist apology.

We'll see. If they start dividing plates and spoons then we know for sure.

 

[Marees]

We'll see. If they start dividing plates and spoons then we know for sure.

Taiwanese media says all of Jensen's family were aware of the situation between him & Alice Huang

 

[Happy Hopping]

0% chance of jensen not being the CEO going forward, and likely 0% long term impact to shareholders. he’s likely untouchable beyond the teflon don


View: https://youtu.be/hpuAcP0fo7o?is=O_ShRcM8rQCFCb38

Dan Ives is always a bull, you can have airplane crashing into nuclear power plant and he'll still tell you to buy stocks. He's worse than Mary Meeker.

 

[Happy Hopping]

The problem w/ these men could be their glasses or Not wearing glasses when they spoon their mistresses:

When Bill Gates spoon Russian hooker, her tramp stamp actually said "herpes" on it

When Jensen spoon Alice, her tramp stamp actually said "Communist Spy" in Chinese

P.S. the DLSS affecting the FPS could also be a problem: see attach

 

[Happy Hopping]

This just in: Nvidia Board has leaked their classified security footage

 

[Marees]

the real 'scandal' is Nvidia GPU sales to China. the rest (espionage & romantic affairs) are just distractions

This is the most truthful investigative report I’ve seen online about Nvidia’s business dealings with Chinese companies. The information is accurate and detailed.
I’ll add a few key points:
1. Chinese tech companies account for not 0% of Nvidia’s market share (as Nvidia claims), nor 20% (as the report states), but close to 50%.
2. Nvidia’s latest policy, issued to NCPs (Nvidia Cloud Partners), is to keep orders from Chinese customers below 50%.
3. Chinese companies currently have three ways to use Nvidia’s advanced chips: A: Smuggle GPUs into China for use there. B: Buy GPUs through NCPs to build data centers overseas, such as in Southeast Asia, and access them through remote computing services. C: Buy computing services directly from cloud providers such as Google, Microsoft, Amazon, and Oracle.
4. Of these three methods, only A is illegal; the other two are legal.

Finally, and most importantly, the U.S. government discovered loopholes in B and C. To completely defeat China in the future AI competition, it needs to close those loopholes. That is why, earlier this year, the House passed the Remote Access Security Act (RASA, H.R.2683), which aims to ban Chinese companies from using Nvidia’s advanced chips through any channel in the future.

This is also why and how the scandal involving Jensen Huang’s affair broke. Alice is not a Chinese spy. The U.S. government simply wanted to use the scandal to paint the affair with an “anti-China” hue, so that it could later force the Senate and the U.S. president to pass the Remote Access Security Act smoothly and win the future AI competition.

He and she are simply tragic products of this era, branded with a particular adversarial relationship.

https://x.com/stone_boy_ck/status/2119790949182394377?a=SJ3TdM8C-xor7HR02NA&s=20

 

[erek]

the real 'scandal' is Nvidia GPU sales to China. the rest (espionage & romantic affairs) are just distractions



https://x.com/stone_boy_ck/status/2119790949182394377?a=SJ3TdM8C-xor7HR02NA&s=20

Nvidia cracks down on overseas cloud AI GPU rentals for China — partners face 51% non-Chinese quota as black market B300 rack prices surge to $2.8 mil

 

[erek]

the real 'scandal' is Nvidia GPU sales to China. the rest (espionage & romantic affairs) are just distractions



https://x.com/stone_boy_ck/status/2119790949182394377?a=SJ3TdM8C-xor7HR02NA&s=20

Nvidia cracks down on overseas cloud AI GPU rentals for China — partners face 51% non-Chinese quota as black market B300 rack prices surge to $2.8 mil

why does nvidia NEED chip sales from china?

they can sell out of all their chips for years advance to US Big Tech right now

US companies can easily buy up all of the supply instantly, so it doesn’t make sense

nvidia can’t seem to produce enough chips to satisfy even local demand not including the dram crisis

 

[Marees]

why does nvidia NEED chip sales from china?

they can sell out of all their chips for years advance to US Big Tech right now

US companies can easily buy up all of the supply instantly, so it doesn’t make sense

nvidia can’t seem to produce enough chips to satisfy even local demand not including the dram crisis

the moat

CUDA

if it breaks in one place then it breaks everywhere

 

[Happy Hopping]

why does nvidia NEED chip sales from china?

because Nvidia is in favor of the Chinese model.

 

[erek]

he’s doing just fine. 0% chance of divorce or ouster

 

[westrock2000]

Who talks enough about their work with their spouse that it would be valuable intelligence?

That’s why I like my new girlfriend so much, she’s so much more interested in who I am.

 

[Comixbooks]

I hope he gets ousted as CEO and loses his family.

I don't he's too nice... He might be keeping the GPU market alive under his watch.

 

[HockeyJon]

Unfortunately this is not yet having any real impact on even Nvidia stock, and greedy MMs are just pumping AMD and INTC again. The AI bubble will pop not when Nvidia is down to $100 but when AMD is down to $200 , the valuations there make absolutely no sense.

Valuations there make a ton of sense if you are doing it based on earnings like Wall Street does. A stock being up a lot in a short span of time doesn’t automatically make it a bubble or overvalued. Investors have actually been rather disciplined on the AI trade.

 

[cjcox]

Valuations there make a ton of sense if you are doing it based on earnings like Wall Street does. A stock being up a lot in a short span of time doesn’t automatically make it a bubble or overvalued. Investors have actually been rather disciplined on the AI trade.

While true, it's also pretty short sighted. If "all" is using AI, and "all" needs new computing resources, are "all" prepared for 3-5x computing budget increases along with practically "killer" lead times??

The whole "AI thing" will affect more than just the circle of AI companies.

Maybe all companies are aware? But something tells me, "I don't think so". Or, perhaps, as Sam Altman would say, "Companies don't have hardware anymore. So, not an issue."

 

[undertaker2k8]

Valuations there make a ton of sense if you are doing it based on earnings like Wall Street does. A stock being up a lot in a short span of time doesn’t automatically make it a bubble or overvalued. Investors have actually been rather disciplined on the AI trade.

Current PE is over 100, everything about AMD is based on forever growth at current rates, it's a much much more expensive stock than NVDA or MU.

 

[philb2]

apparently it was a open secret that Jensen was a party man

the complication this time is that the mistress is a Chinese citizen. apparently as per Chinese law, if the govt commands you to commit espionage then you have no choice but to obey.

Even to the point of having sex with the target?

so first she might have slept with him to get extra GPUs. then the govt might have ordered her to become a spy. an inherent risk of doing business with China

Plus the overall risk based on the "military-civilian" fusion in China.

 

[Ranulfo]

https://x.com/jukan05/status/2119605417739518142?a=sQ07-ji2s3SfU_RPfqU&s=19

Interesting take on the timing and what the actual objective of this could be

Good take I think. It seems more like an opportunity to cut off black market/grey market sales we know have been going on and destroy Huang's credibility on lobbying for selling AI chips to China.

I'm not a fan of leather jacket man besides his clear good ceo skills for over 25 years at Nvidia thus I'm somewhat surprised he would get caught with strange, especially Singaporean/Chinese strange.

 

[polonyc2]

Jensen didn't seem to be very discreet about his affair...he was photographed multiple times holding hands etc...maybe his wife knew and they had an open marriage

 

[erek]

related?

“NVIDIA May Cut TSMC Chip Orders Amid Mounting Pressure, Report Claims​

by DrUsmanSaleem Today, 13:21 Discuss (1 Comment)
NVIDIA may be slowing down its chip orders at TSMC, according to a new report from Taiwan's Commercial Times. The outlet cites unnamed supply chain sources but doesn't name a product, node, size, or timeline. Neither NVIDIA nor TSMC have commented so far, and the claims are single-sourced for now. The report frames this as NVIDIA being squeezed from inside and out. On the inside, there's Jensen Huang's November 8 email to staff, in which he apologized for an extramarital affair, and the board's independent investigation into reports that he was targeted by a foreign intelligence effort. The board has said it has no reason to believe national security or NVIDIA secrets were compromised.

The outside pressure mostly comes down to export controls. The report points to tighter export reviews and H200 chips reportedly stockpiled in Hong Kong, both of which it says raise the risk of NVIDIA scaling back orders. It also cites foreign media reports suggesting that some firms approved to handle H200 could be shell companies, which feeds concerns that chips might reach China through fronts like these or middlemen in other countries. The report presents that as a suspicion rather than a finding, and if cuts do happen, upstream suppliers such as TSMC and ASE are the most exposed.“

 

[HockeyJon]

Current PE is over 100, everything about AMD is based on forever growth at current rates, it's a much much more expensive stock than NVDA or MU.

Current TRAILING PE, which is an important distinction. The trailing PE is high because earnings are rising quickly. Current FORWARD PE is 25-33 depending on which estimates and projections you're using. Current S&P500 forward PE is around 22, which means AMD isn't richly valued. Investors aren't interested in what you made in the past, they're interested in what they think you can make in the future, and by that measure, they're cautiously optimistic on AMD, not euphoric.