IncognitoAce

In June 2024, Jensen Huang sat beside a Chinese businesswoman at a Taipei party. Her company later bought $4.8 billion of Nvidia gear. US officials reportedly decided she was a spy. They told the president. Nobody told Huang. Sunday he admitted an affair. He still runs Nvidia. In the video below, Huang tells Joe Rogan the feeling he wakes up with every single morning. He said it 11 months before the spy story broke. Huang co-founded Nvidia in 1993 and has run it ever since. Under him it became the first public company worth $5 trillion. He's also the CEO who flies between Beijing and Washington arguing that America should sell its chips everywhere, China included. The woman is Alice Huang, no relation. She was an executive at Megaspeed, a Singapore cloud company and an Nvidia customer. Its Malaysian affiliate bought at least $4.8 billion of gear with Nvidia chips inside between June 2024 and February 2026. The Commerce Department has been looking into whether some of it ended up in China. On October 29, The New York Times published the story. US officials believed Huang had no idea what she was doing. The president was briefed about a year earlier, the Times reported, and did nothing. Huang never got the warning US counterintelligence sometimes gives Americans who are being targeted. That same day, Huang told Bloomberg the dealings were "completely normal." Nvidia, he said, had "counted every one" of Megaspeed's GPUs. Then the week fell apart. November 4: three House committee chairmen asked him to brief Congress. November 5: Nvidia had its worst day in a year, down 9.3% in a sell-off across AI chips. November 8: his own board opened an independent investigation with outside lawyers. The same day, he wrote to his staff: "I was unfaithful to my wife. My actions hurt her and our children." The memo names no one. From its October 6 record to November 5, Nvidia lost about $1.4 trillion in market value. Much of that was a sell-off across all chip stocks. But the scandal hits the other thing Huang sells besides chips: trust in Washington. The man who spent years lobbying to sell into China now has to explain why a suspected Chinese asset sat next to him. Earnings land November 17. Congress wants him in room 2172 of the Rayburn building the next day. The board says it has "no reason to believe" any secrets were lost and that it "has confidence in Jensen." Huang says he takes full responsibility for "the hurt I caused." Senator Elizabeth Warren says Huang and the board "owe Congress answers." He has run Nvidia as if it could die any morning. For about a year, US officials watched the real threat sit beside him and never said a word. So is Jensen Huang the victim of a spy nobody warned him about, or a CEO who got too close to a customer Washington was already watching?