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.
BREAKING: Nasdaq 100 futures erase all losses and turn green as investors buy the dip after Nvidia CEO Jensen Huang's relationship with a Chinese spy.
The Nasdaq just lost -$250 billion and added +$300 billion all within 7 minutes of the market's initial reaction to the news. pic.twitter.com/MX2y18engn
— The Kobeissi Letter (@KobeissiLetter) November 8, 2026
Jensen Huang got honey trapped with this Chinese Spy. I can’t even believe this. https://t.co/y6X1CGhrtP pic.twitter.com/2lhkOz16dB
— Prayush Jain (@jainprayush9) November 8, 2026
Pictured:
1. Elaine Chao, former transportion secretary, confirmed Chinese spy
2. Alice Huang, Jensen Huang's ex-lover, confirmed Chinese spy
3. Eileen Wang, former mayor of Arcadia, confirmed Chinese spyAll in just the last year btw 🥸
— IRL Loading Screens (@IRLoadingScreen) November 8, 2026
JUST IN 🚨: Jensen Huang sends letter to Nvidia $NVDA employees apologizing for having an affair and telling them he will do better pic.twitter.com/APFYkFODba
— Barchart (@Barchart) November 8, 2026
BREAKING: Nasdaq 100 futures erase all losses and turn green as investors buy the dip after Nvidia CEO Jensen Huang's relationship with a Chinese spy.
The Nasdaq just lost -$250 billion and added +$300 billion all within 7 minutes of the market's initial reaction to the news. pic.twitter.com/MX2y18engn
— The Kobeissi Letter (@KobeissiLetter) November 8, 2026
$NVDA NUKING pic.twitter.com/sT2j7owGWH
— Moose (@Brownmoose) November 8, 2026
People are missing the obvious risk here. He is married. What if Lori Huang, his wife of 41y, decides to divorce him. She will likely get a good chunk of Nvidia stock, which, if she is like other tech billionaire ex-wives, she will likely begin selling. The Black Swan no one saw. https://t.co/8f09mqn8h8
— AnilVohra1962 🇬🇧🇨🇦 (@AnilVohra1962) November 8, 2026
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.bbc.co.uk/news/articles/c3dxw10rjn9no
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