Where the hell is your source for this?

I think the affair with the Chinese CEO is a considerable factor. Jensen cannot possibly maintain any plausible deniability over Megaspeed's alleged diversion of chips to China and his role therein.

The second affair with an employee likely just dealt a death blow (if it hadn't already been dealt) to Jensen in terms of his ability to ride the crisis out.

If they really did, I hope they at least go to prison for a while. I say at least because they actually should be court martiall-ed and spend their next 30 years in a military cell.

Being compromised kinda does seem like a reason to be fired. It seemed well known he was doing it since there are plenty of photos over a few years? So it’s more she was a honeypot.

It is legal for Chinese companies to buy US neocloud time. These toothless restrictions were poorly constructed and unenforceable law. The extent to which nvda was supposed to self police is unclear. I find it hard to believe any binding evidence of direct sales will be found.

Does it mean we will have mass produced cheaper graphics cards? Akin to flagship killer mobile phones and other hardware? Sounds good.

> NVIDIA has supposedly been skirting the export ban put in place by the previous administration.

Is rumor and conjecture enough?

I mean having an affair with someone who works below in the company hierachy, is also a huge problem (if the thing about second affair is correct)

Eric Swalwell was not punished and committed something worse than Jensen Huang, because he was a government official. He even ran for Governor and the only reason he as forced to resign was because of a different sexual abuse case.

If our own government officials can't face justice, why should the CEO of a company?

I thought the export ban was lifted by this Administration. Trump publicly announced it months ago.

You are exactly right, and it’s depressing how dumb most people are for not understanding this.

Export ban is the wrong call

How do you know?

Trump is on record saying Jensen should not be fired.

> Jensen&NVIDIA are in a world of trouble if this comes to light

Are they though? As long as they're in the good graces of Trump, is the Justice Department going to do anything about it?

Um hard negative to what you are saying. It is absolutely fundamental to the issue -- its compounds the issues around assessing Jensen's judgement.

This story has more to it that will come to light .. I'm sure of it.

The affairs are absolutely part of it, they show a dishonest pattern of behavior.

I am not sure I can agree. Perhaps this was the underlying reason. Perhaps others wanted to frame him and launched a media campaign. But from what I can see, at the least on the surface, to me it looks as if he was fired for liking too many women at the same time, at the least one of which might be a possible spy. This may all be fake-reasons on top to cover underlying real causes, but to me right now it looks as if the girls cost him the job here.

Jensen is Taiwanese. Nvidia's chips are made in Taiwan, as are all the most advanced chips in the world -- including the chips in Apple and AMD products -- by TSMC. China wants to re-absorb Taiwan into itself, partially because they cannot match TSMC's geometries and they desperately need those geometries.

Speculation here, but it's conceivable that China gave Jensen an ultimatum: Give us your chips and we'll delay invading your homeland for a little while longer. Of course this would have been implied since China never says anything so direct.

Do you think he might get the death sentence for treason?

China is a gigantic market. A company that profit hungry will find it supremely difficult to resist doing business with China. It is almost guaranteed, that they did in some indirect ways sell to China. It's also not like people like Jensen care one bit about the USA. What they care about is pure profit of their own kingdom. Uhm, I mean company, of course.

Alternate perspective:

bipartisan bill[1] needed to decapitate[2] opposition[3] to expanded controls/moratoria and install “neutral” caretakers[4] until passage

[1] https://www.semafor.com/article/09/10/2026/bipartisan-ai-saf...

[2] https://x.com/brianchau57/status/2120745928722087948

[3] https://news.ycombinator.com/item?id=49035303

[4] current CFO Kress or former Apple CEO Tim Cook (suggested by president in social media post)

As though the Board had no idea of this, and are suddenly acting oh gosh this is the first we've heard of the phantom SG revenue! Time for Jensen to go. Nah, not buying it. Many of the board have been w JH since the early 1990s. This is because his reckless disregard for the company and his years-long relationship with a Chinese spy.

With a strict ban of chips to China, Chinese companies will not have enough compute. Without enough compute, they are not going to be able to release new open weight models.

That means American companies will have to rely on Anthropic. And interestingly, Anthropic loves to tell users what they can or can not do, such as "The training of Fable 5.2 and Mythos 5.2 included measures to limit advances in a narrow set of capabilities that could most directly accelerate AI development, like accelerator kernel optimization".

Interesting times

> ”it is hard for me to avoid the conclusion that NVIDIA sold to China despite the export ban.”

Nvidia sold to companies in Singapore, and then “somehow” the chips got redirected or forwarded on to China.

It’s been known/suspected for years that this was happening, but this Chinese spy scandal does suggest that execs at Nvidia might have known more about what has been going on than they’ve previously admitted.

Him taking the stance of "we should be allowed to sell all the GPUs to China" was bad enough in itself.

Now that the possibility of him being compromised by an actual Chinese spy AND the possibility of Nvidia actually sanction-busting to ship to China regardless are on the table? Both at the same time, no less?

Yeah, that kind of liability is bonkers. Jensen might be too vital to load him into a cannon and fire him into the sun, but I'm not at all surprised that Nvidia wants him gone from the big post.

> From all the reporting I've read, it is hard for me to avoid the conclusion that NVIDIA sold to China despite the export ban.

I thought this was like, basically an open secret? Like... I'm sure they stayed within the technical letter of the law? Except if any of the laws required them to not be grossly negligent and not be cartoonishly naive. So that they can later argue that they couldn't possibly have known that chips going to South East Asia were being resold to China?

I dont think its more soo about the ban as China itself has 'officially' blocked the chips that were being licensed as exportable. I think its more of the asks that were being made by the NATSec and Amodie aligned actors (see the pod he had with Dwarkesh ), to ho tighter and more aggressive. Basically Jensen was sort of the brake on the impulsive ideas getting thrown around on how to 'win' AI and create a moat against all latecomers.

In any case pushing him out allows a freer hand for their shenanigans , so well know shortly what the asks were that he pushed back on (kill switches in chips?) if they get announced.

Also his role will be difficult to fill , seeing as hes had biz/gov relations going back decades with all relevant players in the semi industry from design ,litho,fabs to packaging etc.

I would be so, so surprised if the US government / CIA / etc wouldn't know at all that NVDA was selling to China and skirting the export ban in a meaningful way.

In 50 years from now, some declassified documents will maybe shed light on this specific incident.

I would imagine it being a form of "So, China, we'll let our Jensen guy sell you X in chips, and in return, you do Y in relation to Russia, and Z in relation to Taiwan. Oh, and we need to use one of your spies, in case someone f*cks up".

I think this episode proves one thing:

It would have been simpler and more profitable to sell China the GPUs.

One woman from the CCP just burned a couple of trillion out of your 401Ks. Have you said thank you even once? Are you sick of winning yet?

Well...we dont know half the story yet, one and two and three... "Jensen Huang had ‘intimate relationship’ with second employee" - https://www.cnbc.com/2026/11/12/nvidia-jensen-huang-ceo-live...

Well the only thing super weird is the timeline - USA bans exports, China (very soon after) bans IMPORTS! And then there's a company which keeps doing trade under the nose of the potentially two most powerful nation-states and their secret service sources. This is super fishy, really I don't buy nobody knew nothing, only for a "lucky" journalist to figure out the whole thing...

Is this remotely believable, that one CEO can surreptitiously work around both the government and his own company to sell restricted goods at volume? If this were real you'd have to lobotomize the entire management structure, because there are a lot of people that would know and know better and that they'd face jail time. And maybe merge it with some other company quickly so it doesn't completely collapse because of the immediate mass firings to try and sway prosecutions toward individuals and not the destroy the entire entity.

I'd be more inclined to believe the spy thriller narrative if he sent the RTL of their top designs to China. Selling goods is not a one chief op.

Very much agreed, the second this became clear his position was untenable. He will surely have launched his unicorn by the end of December regardless, I’d be surprised if this had any tangible repercussions outside the divorce court.

Very much dislike that this in large part is overshadowed by his adultery, which should be considered separate and treated totally private, at least for the sake of his family.

Sold to china and gave trump, whitcoff and kushner I think, 15% of sales. Almost like a bribe.

Lots of this has been known since may, and it sounds like the president was informed she was a spy a year ago.

One wonders if this happened now since the Dems took control of the investigation bodies.

If they had not, would they have kept right on as is?

The strange situation, however, is that the current administration, specifically Trump, loves Jensen for he thinks that they're kindred spirits: both incredibly successful businessmen at the top of the world and at the top of their game (this is from Trump's perspective).

It's an odd situation where, yes, they're breaching national security mandates, but they're also being protected by the man at the top of the organization that makes those national security mandates.

We're living in a comedy film, where the outcome of said comedy film has an effect on the world economy, so we're actually living in a tragedy film.

That's how corruption skews the reality that the powerless are forced to live within.

Yeah, this has to be related to the export ban. It's too much of a coincidence that the woman happens to run a shell company that funnels NVIDIA chips to China.

It's just unlikely that an affair would nuke his CEO's position.

Biggest valuation ever will turn into biggest investor lawsuit ever. The music on the AI circular deals is about to be broken by a feminine spell. This has Lord of the Rings all over it...

NVDA at $151 right now...I never expected to see the day...

That’s the excuse, it isn’t the reason.

The reality is a lot of people want to ensure only approved “safe and aligned” models are trained and executed, and nvidia were, by far, the biggest promoter of the idea of freedom. This will be done by forcing you to rent capacity from approved providers that monitor and watermark everything.

Huggingface are almost certainly next in line for a push to lock down. For child safety, obviously.

Oh, it's not the repeated violations of sexual conduct with an employee, and a spy, and likely more? A CEO who is that dumb to risk his and the company trust isn't worth it. Look, a trillion already wiped out. When employees say "how dumb could he be", you know the board and major investors are saying that too.

I just find it weird that trump loses the midterms and suddenly this happens. Might be a coincident but feels very sus.

Did your TV tell you that? I hope you realize that there is absolutely no proof of the import ban having been skirted. The FBI has been investigating Alice Huang and Megaspeed since 2024 and all they have is a few GPUs still being unboxed at their Malaysian data center.

Like the film ‘War Dogs’ but with GPUs and affairs instead of weapons and drugs. :D

As if rules have been enforced since 2025 right?

NVIDIA has supposedly been skirting the export ban put in place by the previous administration—with the tacit permission of the current administration.

The problem now is the very public optics of that coming to light in the context of having an affair with a maybe spy.

I think it's all the leather jacket.

If an executive suddenly starts wearing a leather jacket, watch out!

It’s not the side chicks, it’s the side chips.

them skirting the ban is the worst kept secret in the world... was it even a secret?

So it was just a coincidence that the affairs came out at the same time?