黄仁勋承认婚外情：各方何时知情、将调查什么

The Huang Affair: What did they know and when did they know it?

None of this was on my bingo card. And the world economy may hang in the balance.Gary MarcusNov 09, 2026luke@realLuke007CNN reports on Jensen Huang and his extramarital affair partner Alice Huang...Note the language Financial Times uses: ‘romantic relationship’… 5:28 PM · Nov 8, 2026 · 59.2K Views

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It’s no longer just a rumor.

In a letter to Nvidia employees earlier tonight, Jensen Huang admitted that he had an affair with Alice Huang (no kinship relation so far as I know), who was involved in the chip business, perhaps trafficking in Nvidia chips, and is believed to have been a Chinese spy.

China undoubtedly wanted Nvidia chips and Jensen Huang seems to have supportive of this. Worse, he probably had inside info on the administrations thinking on export controls, which would have been of considerable interest to the Chinese government.. The apparent facts are absolutely wild:

Nvidia is investigating. As I noted here a few days ago, some members of Congress had already invited Huang to discuss the matter, even before Huang’s confession.

Much will be written about all of this. One important question is: who knew what about this and when.

At least a few people had already speculated about it a year ago, based on a photo from June 2024:Byron Wan@Byron_WanIs Huang Xiaole (黄小乐) aka Alice Huang a 燕子 working for the CCP?Byron Wan @Byron_WanOn a June night in 2024, Nvidia CEO Jensen Huang held court with several of his company’s major Asian customers at a bar in Taipei. Next to him was Huang Xiaole (黄小乐) aka Alice Huang, an executive of Megaspeed, a shady Singapore-based data center company.

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President Trump appears to have known about this a year ago, and chose to do nothing about it. Instead, he remained close to Jensen Huang, e.g., calling Jensen while he was on stage two months ago.

It is entirely possible that Jensen Huang may have passed state secrets from Trump to Alice Huang. Certainly Jensen Huang was allowed to continue to lobby the President around sensitive U.S. policy matters around chips and China. The incoming Congress is certain to investigate. (For good measure, Trump probably just made things worse for himself by pretending everything is totally fine.)

Marco Rubio apparently oversaw the drafting of a memo about the risks this Spring that apparently when nowhere. (Probably a lot of people knew about the memo. Congress will want to know who.)

Nvidia should have known about it, but as recently as one week ago claimed not to:Max Chafkin@chafkinSo was Huang lying about the relationship to the company or was Nvidia lying to the NYT a week and a half ago? 10:23 PM · Nov 8, 2026 · 477 Views

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This too will be investigated.

Also to be investigated will be the extent to which Nvidia chips have made it China illegally, and the extent to which anyone at Nvidia might have known about this.

The combination of money, power, sex, AI, international politics, and an incoming congress eager to push back against the tech titans is about to explode in ways none of us could have imagined just a couple weeks ago.

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Already Nvidia futures are falling:The Kobeissi Letter@KobeissiLetterBREAKING: Nasdaq 100 futures fall over -1% in their first reaction to Nvidia, $NVDA, CEO Jensen Huang confirming his "romantic relationship" with a Chinese spy. 11:03 PM · Nov 8, 2026 · 259K Views

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Worse, Nvidia, which is at the center of the generative AI boom, has no obvious succession plan. It’s entirely possible that Jensen will ultimately have to resign.

Heaven only knows what happens then.

Conceivably it could tank the whole AI investment market, as this tweet notes. ((the opening line is presumably facetious).Shakeel@ShakeelHashimJensen was conducting an AI safety master plan all along.

1. Make the entire AI economy dependent on Nvidia’s stock price

2. Have an affair with a Chinese spy

3. Resign, tanking Nvidia’s stock price because you have no successor

4. The AI investment bubble implodes, slowing…8:17 PM · Nov 8, 2026 · 50.6K Views

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Things are about to get very wild. Exactly how wild is anyone’s guess.

P.S. Bonus cartoon from a reader:Deez Nutz@DeezNutz420562@GaryMarcus 1:00 AM · Nov 9, 2026 · 13 Views