Nvidia's chip accounting is MISSING BILLIONS of US Dollars: Nvidia's inventory tabulations provided to US authorities undercounted chip sales to Megaspeed through hardware partners by 50,000 units, worth billions of US Dollars, according to trade records analyzed by Bloomberg. Nvidia had previously reported inspecting 12 facilities operated by 8 companies across three Southeast Asian countries and declared that all chips were accounted for. After Bloomberg questioned the discrepancy, Nvidia said it had checked additional Megaspeed warehouses containing the missing hardware, but declined to disclose exactly how many chips it found. Further discrepancies emerged when 2 of the 8 data-center operators Nvidia claimed to have inspected told Bloomberg they had never housed Megaspeed's hardware. Meanwhile, Nvidia's general counsel contacted the Commerce Department about the investigation, after which BIS staff faced unusual restrictions on communications involving Megaspeed. In late 2025, the Justice Department subsequently requested that BIS pause its investigation. Despite the unresolved discrepancies, Megaspeed remains an official Nvidia Cloud Partner, a designation Nvidia generally withdraws when companies stop doing business with it. Nvidia's inventory checks leave billions of dollars in questions unanswered.

Top lawmakers in the US House want to hear directly from Nvidia CEO Jensen Huang about his relationship with Megaspeed's Alice Huang, an alleged Chinese spy. Brian Mast, chair of the House Foreign Affairs Committee, told ABC he may subpoena the Nvidia CEO. Megan Scully reports

BREAKING: Super Micro $SMCI tumbles -13.11% after Semafor reports that the DOJ has three separate investigations involving $NVDA, Megaspeed and Super Micro. According to the report, one probe focuses on NVIDIA over potential antitrust concerns, while two others involve Megaspeed and Super Micro, with investigators examining the alleged involvement of Alice Huang. The report adds another layer of uncertainty for the AI industry following Jensen Huang's resignation as NVIDIA CEO. Importantly, the investigations are separate, and there is currently no indication that prosecutors intend to bring criminal charges against NVIDIA or Jensen Huang.

SINGAPORE BARS ALICE HUANG, CONTINUES NVIDIA CUSTOMER PROBE Singapore confirmed it investigated Alice Huang and Megaspeed over suspected false declarations involving server shipments through Malaysia. Authorities found insufficient evidence to charge Huang, but issued her a stern warning and re-entry ban for providing inaccurate information to police. Singapore stressed Huang was not investigated for espionage. Investigations into Megaspeed and six other individuals remain ongoing. Singapore also accused US server supplier Supermicro of limited cooperation with investigators.

holy sh*t, so Jensen Huang (NVIDIA) has admitted to an affair with an alleged Chinese intelligence operative. on more time: the most powerful human being in the AI industry has admitted to an affair with an alleged Chinese Spy. an alleged spy who U.S. intelligence determined was gathering information for Beijing. this is wild, man. lets break down what we know so far, because i keep seeing stories and posts making claims that are either misleading or simply untrue/unverified. what we know so far: > “I was unfaithful to my wife,” Huang wrote in a November 8 message to employees. his public statement does not identify the woman. > The Associated Press reports that Huang acknowledged to NVIDIA’s board that he “had been intimate with a business executive” whom, according to The New York Times, U.S. intelligence determined was gathering information for Beijing. > The Times identifies the woman as Alice Huang, an executive associated with Singapore-based NVIDIA customer Megaspeed. It reported that U.S. officials had concluded she was “a Chinese intelligence asset, funneling information to Beijing.” That account relies on sources familiar with classified intelligence. China has denied the allegations. > Reuters reports that U.S. authorities have also scrutinized Megaspeed over suspicions it helped China obtain advanced AI chips restricted from export to the country. NVIDIA disputes the chip-smuggling allegations. > NVIDIA’s board has launched an independent investigation, overseen by independent directors and outside counsel. It says it has “no reason to believe that either national security or NVIDIA secrets were compromised.” Huang supports the inquiry and remains CEO. > Three House committee chairs have requested a closed-door briefing with Huang on November 18 about his interactions with Alice Huang and NVIDIA’s security protocols. what information was allegedly passed to Beijing - and whether Huang knew of any intelligence role - remain unresolved publicly. this is very bad, man... if you ask me, Jensen got got. it looks incredibly obvious, to me. i mean look at her. not to say that being beautiful makes you more likely to be a spy, but given the circumstances...its just not looking good for Jensen. not looking good at all.

Nvidia CEO Jensen Huang’s close ties to the U.S. government were already poised to loosen with Democrats winning control of Congress and promising far more oversight of AI development than what the chip giant has experienced under Republican leadership. That was before Huang admitted on Sunday to having an extramarital affair with a businesswoman who intelligence agencies say is a Chinese spy. The woman, Alice Huang, is affiliated with an Nvidia customer called Megaspeed that’s been accused of helping restricted Chinese companies acquire Nvidia’s artificial intelligence chips. More: