By: Cliff Kincaid
A man President Trump has publicly called “one of the most brilliant men” committed adultery with an alleged Chinese spy, while directly lobbying Trump and senior officials to allow Nvidia to export certain AI hardware (such as modified processors like the H200 series) to foreign markets, including China. That man, Jensen Huang, is co-founder and CEO of Nvidia, and is considered the financial patron of the entire AI industry.
“I was unfaithful to my wife,” he said in a company memo. “My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry… Regarding the national security concerns raised in news reports, NVIDIA’s Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American.”
He was born in Tainan, Taiwan, in 1963. Taiwan is known as Free China, but Huang has consistently framed Communist China as one of Nvidia’s most vital commercial markets and technological partners, rather than an adversary, according to a report about his views on geopolitics.
Axios was a cheerleader for the firm, saying CEO Jensen Huang had “enlisted Wall Street to mobilize more than $500 billion for AI infrastructure, channeling outside capital toward the data-center buildout that drives more than 90% of Nvidia’s quarterly revenue.”
Huang was called “The Godfather of AI Hardware” and was described by the Columbia Business School as the “tech visionary” who built his tech company into a $1 trillion giant.
In an interview with Mike Allen of Axios, however, Jensen Huang had defended Chinese AI. The publication reported, “The world’s top AI chipmaker says American companies should ‘absolutely be allowed to use Chinese models’ — a direct challenge to Trump officials and the U.S. labs lobbying Washington to shut them out.”
But the Trump officials who then reversed course and allowed Nvidia to ship advanced chips to China are now under scrutiny.
Huang was added to President Trump’s presidential delegation and flew on Air Force One to Beijing for the summit with Xi Jinping in May 2026. He attended the official state dinner hosted for Xi Jinping during the Chinese president’s visit to the United States in September 2026.
The Biden administration had issued a document called the Interim Final Rule on Artificial Intelligence Diffusion to prevent China from obtaining advanced AI chips through third countries, but the Trump administration revoked it.
The emerging scandal, in which a firm called Megaspeed started buying advanced AI chips worth billions of dollars, could take down Trump because of his approval of a business deal with Nvidia that also helped China.
The other key player, Alice Huang (also known as Huang Le), is a Chinese businesswoman who played a key executive role in the founding and early leadership of Megaspeed. Under her leadership and influence, Megaspeed rapidly grew into one of Nvidia’s major cloud and compute customers in Southeast Asia and purchased billions of dollars’ worth of Nvidia AI chips.
The suspicion is that the firm illegally transferred high-speed chips to China.
The scandal is developing as various reports are now saying that the “fallout” from the extramarital affair with an alleged Chinese spy presents what are being called “significant political and regulatory headaches” for President Donald Trump. The “political” headache is that the media, led by the New York Times, will use the scandal to prompt congressional impeachment of Trump.
The scandal has been building for some time, and has now come out in the open after the midterms, as socialists eye control of Congress in the new year.
Huang successfully lobbied the Trump administration to relax export controls, enabling Nvidia to sell modified AI processors (such as the H200 series) to foreign markets, including China. Critics in Congress are using the spy scandal to question whether Trump’s decision to ease these restrictions was influenced by corrupt counsel.
The publication Mint reports that “Huang persuaded Trump in 2025 to ease a prohibition on certain AI chip sales to China, allowing Nvidia to sell a less powerful processor. The two sides later agreed to permit sales of a more advanced chip, with the US government receiving a share of the revenue.”
In August 2025, according to Thomasnet.com, the U.S. government negotiated an unprecedented revenue-sharing arrangement with semiconductor giants like Nvidia and AMD. Under this agreement, companies agreed to hand over 15% of their revenues from selling specific advanced AI processors (such as modified H20/H200 series chips) into China in exchange for export licenses.
The H200 chip is described as a high-performance AI accelerator for LLMs & deep learning
Using AI resources, including Google’s Gemini, to examine the Trump/Huang relationship, we find reports that “Huang has directly lobbied Trump and senior officials to allow Nvidia to export certain AI hardware (such as modified processors like the H200 series) to foreign markets, including China.”
Research using AI discloses reports indicating that Jensen Huang “successfully persuaded the administration to ease restrictions on specific AI processors, balancing U.S. revenue generation with national security oversight.”
The Trump Administration’s soft attitude toward doing business with China provides the basis for examining what Trump knew about the sex scandal.
Senator Chris Coons, a Democrat from Delaware, has called for an investigation, saying, “The more I learn about the insane relationship between the Trump Administration, Chinese spies, and AI billionaires, the more I’m convinced there is nothing this administration does that isn’t corrupt. Congress will investigate and get answers.” Coons is set to chair the Senate Foreign Relations Committee.
Key questions include:
- When did U.S. intelligence assess that Alice Huang was recruited by China’s Ministry of State Security to gather intelligence on Jensen Huang?
- When were Trump officials, including the president, briefed on this finding?
Now in its Watergate mode, the Washington Post is claiming that U.S. intelligence agencies briefed President Trump in late 2025 regarding the intelligence operation, but the administration did nothing.
What will Trump say? How will he respond?
But the congressional concern is bipartisan.
Three House Republican committee chairmen requested a closed-door briefing with Nvidia CEO Jensen Huang regarding Nvidia’s security protocols against foreign adversary espionage and his interactions with the suspected Chinese intelligence asset.
- Rep. Brian Mast (R-FL) – Chairman of the House Foreign Affairs Committee.
- Rep. John Moolenaar (R-MI) – Chairman of the House Select Committee on the Chinese Communist Party.
- Rep. Rick Crawford (R-AR) – Chairman of the House Permanent Select Committee on Intelligence.
Among other things, they are asking for a detailed accounting of all meetings, communications, and personal or professional contact between Jensen Huang and former Megaspeed executive Alice Huang (Huang Le).
Some of that “personal” contact, an extramarital affair, has now been confirmed. The scandal can only get worse – for America and Trump.
Look for a market crash to begin on Monday.
