Jensen Huang admits affair with suspected Chinese intelligence asset. Nvidia board opens independent probe. Trump defends him after sitting on the warnings for a year. First photos of honey pot CCP agent.

U.S. intelligence flagged Alice Huang a year ago. She was a Chinese executive at Megaspeed. They called her a Ministry of State Security asset. She had gotten close to Jensen Huang. Her company was already under watch for moving advanced AI chips toward China.

Trump got the briefing. He did nothing. Officials said action risked Nvidia’s sales and the whole China-AI posture. Huang never got a defensive briefing.

A memo under Marco Rubio later recirculated the same concerns. The New York Times put it in the open in late October. On November 8 Huang told Nvidia staff he had been unfaithful. The board opened an independent investigation the same day. Outside counsel is handling it. Directors say they see no proof that secrets or national security were compromised. They still back Huang. He is cooperating.

Trump called him a fine person that same day and stood by the decision to sit on the intelligence. House chairs want a closed briefing on the relationship and Nvidia’s protections. Shares closed Friday at $186.64 after a 10.7 percent weekly drop. Analysts call it clear key-man risk for the company that has carried the AI trade.

Nvidia shares closed Friday at $186.64 after a 10.7 percent weekly decline that included a 9.3 percent single-day drop. Analysts said the board probe adds fresh risk to the stock because of Huang’s central role in the company’s strategy. They described it as a new setback for the broader AI trade and highlighted key-man exposure if the inquiry unsettles leadership.

https://www.reuters.com/world/china/nvidia-launches-probe-after-report-ceo-huang-was-target-foreign-intelligence-2026-11-08/

https://www.bbc.co.uk/news/articles/c3dxw10rjn9no

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