The NVIDIA Affair: CEO Jensen Huang Resigns After Affair With Alleged Chinese Spy

FEATUREDNEWS

11/12/20262 min read

Why it matters: The man who built America’s most important AI chip company is out. U.S. intelligence believes the woman he was having an affair with was working for China’s spy agency.

The big picture: According to the New York Times, China’s Ministry of State Security recruited businesswoman Alice Huang to gather information on Jensen Huang (no relation) and to influence his feelings about selling AI chips to Chinese firms. She is a former top executive of Megaspeed, a Singapore company that became one of Nvidia’s biggest chip buyers. Jensen admitted the affair this weekend. Then the Times reported a second affair, with an executive who reported directly to him. The board announced his resignation Thursday.

By the numbers:

240,000: banned Nvidia H100 and H200 chips that Megaspeed reportedly helped move into China
$7.5 billion: the reported value of those shipments since 2023
13%+: how far Nvidia shares sank in early trading Thursday
2: affairs reported

What they’re saying: “Jensen’s contributions to NVIDIA are profound,” says Nvidia’s board.

The other side: Megaspeed denies smuggling chips, and no one has shown that Jensen personally handed over anything sensitive. The board pushed him out anyway.

The pop-culture hypocrisy: For all the shock this week, pop culture has spent the year selling the exact idea Jensen lived out: sexual freedom, with sex and desire cut loose from marriage and commitment.

The song: Tate McRae’s “Housewife” is a top-five hit about having love and sex on your own terms, with no marriage required. She wants to be her own housewife, which is a clever way to divorce sexual faithfulness from marriage before you ever get married.
The podcast: On Call Her Daddy, one of the biggest women’s podcasts in America, host Alex Cooper told listeners that a woman thinking “maybe I shouldn’t leave this marriage because can I even get better?” should know “the answer is always yes.” Guest Sophia Bush agreed, and called the idea that it’s too late “patriarchy.”
The movie: Wuthering Heights, a steamy affair with a married woman, was the first movie of 2026 to pass $100 million.

Jensen Huang just did it the old-fashioned way. He got married first. Then the stock dropped, and suddenly everybody found religion. Clearly their concern is not sexual morality or the demise of marriage.

THE FAITH CHECK: China ran a play out of Judges 16. Samson’s enemies couldn’t beat him, so they quit trying. They paid Delilah a fortune in silver to find the secret of his strength. Samson’s strength was in his hair, and Nvidia’s is in its chips. China didn’t need to hack Nvidia. They just needed a Delilah. “There is a way that appears to be right, but in the end it leads to death” (Proverbs 14:12). “The answer is always yes” seems right, until the enemy comes for your H100 semiconductor chips.

You should probably know: If what a man does in his bedroom has nothing to do with whether you can trust him, then why did Nvidia’s board push him out?

Original reporting by The New York Times.

Jensen Huang photo: Office of the President, Taiwan / Wikimedia Commons, CC BY 2.0. Cropped, background removed and composited. Alice Huang photo: LinkedIn, via news reports. Modified

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