Jensen Huang admits infidelity in a letter to Nvidia staff

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Key facts

• Next dates: Nvidia Q3 earnings Nov 17; on Nov 5 House Intelligence chair Rick Crawford, Foreign Affairs chair Brian Mast and China Select Committee chair John Moolenaar asked Huang to a closed-door joint briefing on Nov 18 (‘Recent reports raise significant national security concerns’; CNBC); Nvidia did not say whether he would attend
• NYT (Nov 8, Techmeme headline): Secretary of State Marco Rubio oversaw the drafting of a classified memo this spring warning US officials that Jensen Huang was in a close relationship with a Chinese spy
• Bloomberg profile (Nov 9, headline): Alice Huang founded Megaspeed in 2023 and spent years in Jensen Huang’s orbit; Megaspeed’s Nvidia imports top $4.6B
• China’s response (Bloomberg, Nov 9): a Chinese state newspaper denied any Beijing link, called the spy narrative fabricated by US media and warned it could hurt trade relations
• Huang’s letter (Nvidia newsroom, Nov 8): ‘I was unfaithful to my wife’; ‘I take full responsibility for what I did and the hurt I caused’; ‘I support the investigation and will cooperate fully’; ‘I am fully committed to NVIDIA and will work to earn back your confidence’. The letter names no one and does not mention Megaspeed
• Board statement (Nov 8): ‘A committee of independent directors, assisted by outside independent counsel, will oversee the investigation’; it ‘has no reason to believe that either national security or NVIDIA secrets were compromised’ and ‘has confidence in Jensen and his leadership team’; no timeline given
• Context: follows NYT/FT reports (Oct 29, Nov 6) that US officials believe Megaspeed executive Alice Huang was recruited by China’s MSS to gather intelligence on Jensen Huang; Bloomberg’s Nov 8 headline describes the admitted affair as one ‘with spy’ (paywalled, headline only)
• Trump (Bloomberg headline, Nov 8): Huang should stay on as CEO; he is a ‘fine person’ and ‘I haven’t heard he’s done anything wrong’