Zvi: Jensen Huang's affair with a suspected Chinese spy, and Trump knew for a year
Don't Worry About the Vase (Zvi) · rss · 2026-11-10
Zvi's deep dive on the Jensen Huang scandal:
- The affair: Nvidia's CEO had a months-long relationship with Alice Huang, a Megaspeed exec recruited by Chinese intelligence, while selling her company billions in GPUs—and lied to the board and press. Nvidia underperformed the Nasdaq 7% on the news.
- Hints existed: Culper's May short report flagged the closeness; a deleted Roon tweet showed SV rumors; WIRED reports Huang hired crisis firm Heller a year in advance.
- Trump knew: US officials told Trump in Oct 2025 that Huang was a presumed spy. He did nothing, expressed no regret, and two months later approved H200 exports to China with a 25% government cut. Nvidia's counsel quashed the Megaspeed investigation; the House Foreign Affairs Committee is involved.
- Reassessment: Huang's arguments against export controls and AI safety look far worse in this light.
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