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