
The Washington Post quoted outgoing officials as saying that Rubio, the national security adviser and secretary of state, submitted a memo to Trump based on the CIA report, warning Huang about his relationship with suspected Chinese spies, which led to his loss of power.
AI-generated summary
Since their first meeting in 2025, Trump and Huang Renxun have established a close relationship, and Trump supports the helmsman of Huida. Huang Renxun advocates that chip manufacturers should be able to continue to sell products to the Chinese market, and making China dependent on the US system will be beneficial to the United States. Many people in the national security team disagree with Trump’s views on chip exports.
Huida CEO Huang Renxun resigned due to an extramarital affair and the woman was suspected of being a Chinese spy. The Washington Post revealed that Huang's friendship with U.S. President Trump and his promotion of chip exports to China triggered a strong backlash from national security hawks determined to destroy Huang's influence on Trump.
The Post quoted two outgoing officials as saying that some national security officials within the Trump administration were extremely dissatisfied with Huang's influence on Trump. Huang's loss could represent a major shift in the power dynamics initiated by one of Washington's most influential China hawks, National Security Adviser and Secretary of State Marco Rubio.
According to people familiar with the matter, Rubio submitted a memo to Trump based on a Central Intelligence Agency (CIA) report warning about Jen-Hsun Huang's relationship with a suspected Chinese spy. Rubio allegedly used the CIA report to write his own memo and reinterpreted the intelligence content in stronger terms.
The Post believes that Huang Renxun's loss of power is a major victory for those who have long sought to weaken his ability to influence Trump's China policy. These so-called "China hawks" include cross-party government officials, members of Congress and think tank analysts. They believe that Nvidia chips are a key asset in the competition between the United States and China, and the United States should impose strict controls on such chips.
Since their first meeting in 2025, Trump and Huang Renxun have established a close relationship, and Trump has always supported the Huida helmsman.
For many in Washington, amid the boom in artificial intelligence (AI), the United States and China are ushering in a new competition that could reshape both countries’ military and economic power. However, Jen-Hsun Huang holds a different view, arguing that chip manufacturers should be able to continue selling products to the Chinese market and making China dependent on the U.S. system will be beneficial to the United States.
A former government official said that many people in the national security team did not agree with Trump's views on chip exports, describing Huang's relationship with Trump as a nuclear bomb for national security, "so they want to destroy Huang's influence on Trump."
Huang has sometimes defended his positions in sharp terms. In an interview with a podcast in September 2025, he said that the term "China hawks" should be regarded as a shameful label, saying bluntly that these people "think they are doing the right thing for the country, but that is not patriotic, not at all."
It is said that some staff at Washington think tanks and Capitol Hill immediately designed badges indicating the status of "China hawks" and distributed them to each other within the circle. At that time, Eric Sayers, a senior executive of the consulting firm Beacon Global Strategies, posted on social media that this group of people "will hold grudges." After Huang Renxun's accident recently, he reposted this post again.
Until the midterm elections, Huang's relationship with Trump seemed to be able to survive. Now hawks are seizing the opportunity to redirect U.S. national policy toward taking a tougher stance against Beijing. China hawks in Congress are trying to include new restrictions on chip exports to China into a major defense bill that they hope to pass by the end of the year.
These bills will impose export restrictions on the most powerful AI chips, require chips to have built-in technology that can detect smuggling, and restrict China's access to chip manufacturing equipment.
Indiana Republican U.S. Senator Jim Banks said it’s time for Congress to close legal loopholes and outlaw black market transactions. He said loopholes such as chip smuggling, the use of shell buyers and remote access to chips have been allowed for a long time.
Banks said in a statement: "Huida's first obligation should be to protect American customers and American security. Congress has several bills ready to close these loopholes, and I am more confident than ever that these bills will pass."
AI outlook — possibilities, not facts
Restrictions on the export of new chips to China will be included in a major defense bill and passed before the end of the year.
Likely · Within months
Huida will appoint a new CEO, and the company's business strategy in China may be adjusted.
Possible · Within months

Microsoft's Microsoft 365 suffered a global outage in the early morning of the 13th, Taiwan time, affecting Outlook, Teams, Copilot and other services. It lasted nearly 24 hours before being restored. A rare nationwide grounding of flights occurred in the United States on the 14th. Officials denied that the two were related and pointed out that it was not a cyber attack.

Xiaohongshu was suspended from analysis last year because it was involved in fraud and sent a letter to the Ministry of the Interior that "has been read and cannot be answered." In the one year since its implementation, the number of fraud cases and the amount of financial losses have dropped by 77.2% and 71.5% respectively. Because the industry has not yet improved, the Ministry of Interior is expected to extend the suspension of analysis for another year.
U.S. President Trump said that the failure of the U.S. air traffic control system had nothing to do with cyberattacks or artificial intelligence, and was suspected to be caused by old and damaged infrastructure. The FBI believes that the communication problem was not caused by a cyber attack or crime, and the investigation includes software updates. Multiple law enforcement and intelligence agencies activated a government-wide coordinated response mechanism and found no evidence of malicious attacks.

OpenAI officially launched the ChatGPT Wallet digital wallet, which allows AI agents to assist users in completing online shopping and payments. Transactions require personal verification and the AI does not obtain real credit card information. Currently, only some ChatGPT Pro subscribers in the United States are available, and it is not available in Taiwan yet.

On November 10, the Federal Aviation Administration announced the expansion of the deployment of the AI air traffic management system SMART to 22 control centers across the United States. Three days later, a nationwide flight suspension incident occurred. Officials have not yet confirmed a direct relationship between the two. The accident resulted in the cancellation of more than 1,000 flights and the delay of nearly 10,000 flights. The Secretary of Homeland Security stated that no signs of malicious cyber attacks were found.

American startup Thinking Machines Lab opened the Inkling 2 Small model weight download on November 12. It is licensed by Apache 2.0 and supports up to 1 million token context and multi-modal input. The NVFP4 version requires at least 500GB GPU memory. Taiwanese companies and institutions still need to evaluate data security and risks for use.