
AI-generated summary
Nvidia announced an investigation into CEO Jensen Huang's relationship with Alice Huang, a Megaspeed executive reportedly recruited by China's Ministry of State Security. Megaspeed purchased $4.8 billion in Nvidia chips. The New York Times reported on their close relationship, which Huang admitted was romantic in a memo to employees.
I would prefer that these people's sex lives were none of my business but I guess we have to talk about Jensen Huang and the National Security Incident. Who could have guessed that the guy who was out here signing titties might not have great judgment about how to behave around women?
Alice Huang — no relation to Jensen — is a former TV reporter. That was before she became “an executive” at Megaspeed, which bought $4.8 billion of hard-to-get Nvidia chips, starting around the time she was being photographed with Jensen in a Taipei bar in 2024. “To many in the industry, the well-funded push by Megaspeed into A.I. appeared to come out of nowhere,” The New York Times wrote, tactfully. Our girl Alice is also an alleged honeypot who was recruited by the Chinese Ministry of State Security. (China is denying all this, btw.)
On Sunday, Nvidia announced it was launching an investigation into CEO Jensen Huang’s relationship with Alice Huang, an AI executive and agent of the Chinese government.
In addition to the Board of Directors announcing the investigation, Huang sent a memo to Nvidia employees acknowledging the affair. You can read the full text below.
Nvidia has announced that it is opening an investigation into CEO Jensen Huang and his relationship with Megaspeed executive Alice Huang, who was reportedly recruited by China’s Ministry of State Security to spy on the company.
The New York Times reported last month that Huang had developed a “close relationship” with the Megaspeed executive, which he later admitted was romantic in nature in a memo to the company. US officials believe she was feeding information directly back to Beijing.
AI outlook — possibilities, not facts
Nvidia's board will take action against Jensen Huang based on investigation findings
Likely · Within weeks
US officials will scrutinize Nvidia's chip sales to entities with Chinese government links
Likely · Within months

Six months before the Nvidia spy scandal, Culper Research raised questions about CEO Jensen Huang's relationship with Alice Huang, a Megaspeed executive now suspected of being a Chinese spy. Huang admitted to an extramarital affair, and Nvidia opened a formal investigation. Culper's May report called the relationship "uncomfortably close" and alleged Megaspeed was secretly financed by Alibaba through shell companies.

Nvidia shares fell more than 4% on Monday after the board said it would investigate CEO Jensen Huang over his relationship with Alice Huang, an executive U.S. intelligence believes was spying for China. Multiple shareholder-rights firms announced investigations into potential securities-law violations, and legal experts expect class-action filings in the Northern District of California.

Nvidia's share price falls after the company begins an investigation into CEO Jensen Huang's alleged relationship with a woman accused of being a Chinese spy.

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