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The most powerful CEO in AI just wrote this to his entire company: "I was unfaithful to my wife." And the woman at the center of it? US intelligence reportedly suspects she's a spy. Here's the full story in 60 seconds 👇 🔹 Who is she?
Alice Huang, a former executive at Megaspeed, a Singapore company. The New York Times reports her company bought nearly $2 billion worth of Nvidia chips. 🔹 The bombshell
The Financial Times says a US government memo claims the two were romantically involved. On Nov 8, Jensen Huang confirmed the affair in a letter to staff and apologized to his wife and kids. 🔹 What Nvidia says
The board brought in outside lawyers for an independent investigation, and says so far there's no reason to believe any secrets were compromised. He's still CEO. 🔹 The part nobody noticed
Back in May, short seller Culper Research had already flagged Megaspeed as Nvidia's biggest buyer in Southeast Asia, and said the two were "uncomfortably close." The market ignored it. The stock hit a record high. 🔹 The stock
Nvidia fell about 12% in the week after the NYT report, though the whole AI sector dropped too. 🔹 What's next
Earnings on Nov 17. Congress wants him behind closed doors on Nov 18. My take: the letter admits the affair, but says nothing about her or the spy question. That's not an apology. That's damage control written for Washington. So what do you think: was he set up, or just cheating? 👇 #Nvidia# #JensenHuang# #AliceHuang# #NvidiaScandal# $NVDA
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ALICE HUANG OWNED STAKES IN CHINESE BUSINESSES THAT BENEFITED HUAWEI - CNBC
Alice Huang, the woman at the center of the Nvidia $NVDA scandal, owned stakes in companies that supplied computing power to Huawei, Nvidia's biggest Chinese rival, according to CNBC
Alice Huang was blocked from leaving Singapore for 8 months and investigated, and then let go.
*ALICE HUANG PROMISED NVIDIA CHIPS TO DEEPSEEK: INFORMATION If you haven't set up your own open-weight system yet, you soon won't be able to.
ALICE HUANG-TIED FIRMS INVESTED IN DEEPSEEK TO SUPPLY BLACKWELL CHIPS - INFORMATION
Alice Huang’s Companies Invested in DeepSeek, Promising Nvidia Chips – @theinformation $NVDA
ALICE HUANG’S COMPANIES INVESTED IN DEEPSEEK, PROMISING NVIDIA CHIPS - THE INFORMATION
Alice Huang, suspected Chinese spy in Nvidia scandal, returns to home country
Alice Huang has drawn international attention over reported ties to Nvidia CEO Jensen Huang and allegations of links to Chinese espionage. But before the scrutiny, she built a career in finance and later entered the global AI chip race
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