The Woman in the Middle of Nvidia’s Spy Scandal
Alice Huang, who U.S. intelligence determined is a Chinese asset, emerged from the high-flying world of Shanghai finance to work with tech titans and obtain essential A.I. chips.
nytimes.com/2026/11/10/techn…
Jensen lied to hide a Big Secret. FYI, Madison Huang (Jensen's daughter) was at the dinner in Taipei when Jensen gave a peck on the cheek of Alice!
xitter-newx.xyz-mikolabs.workers.dev/Ignis_Rex/status/21202…
Jensen Huang is lying to cover a Big Secret
I think I know why Jensen Huang admitted he had an affair and was unfaithful to his wife. It was to cover a big secret - the loophole Jensen has been exploiting to keep the Nvidia business growing in China.
The secret was Nvidia has knowingly allowed Megaspeed to operate a neocloud service (Nvidia cloud partner service in Malaysia providing AI as a Service) in 2024 which provided processing service to Alibaba and other Chinese AI labs. Alibaba was financing Megaspeed's operation. As US export law prohibits latest Nvidia chips from being exported to China - it doesn't prohibit selling of neocloud services to Chinese AI lab - so that was the legal loophole that Nvidia & Megaspeed exploited. It kept Nvidia's revenue for China growing without being physically there.
Imagine if you are Oracle and you had been forced by Trump to cancel the USD 7 bil neocloud service out of Malaysia* datacenter with Tencent in late Oct 2026 because it was "unpatriotic" - what would the Oracle legal team say to the White House? "We are providing exactly the same neocloud service to Tencent like Megaspeed is providing to Alibaba for 2 years now - and you never ask them to stop as they are a Chinese company operating out of Malaysia . It is unfair!"
So the Trump had to punish Nvidia and Megaspeed for this infringement which is not illegal - so they claimed that they have info that "Alice Huang is a Chinese spy" and they knew Jensen has special relationship with Alice Huang and will look guilty, this will allow the US Commerce Dept to tighten supervision over Nvidia and all its neocloud services to Chinese AI labs out of Malaysia.
*Take note that most neoclouds are incorporated in Singapore while the datacenter is physically situated in Johor (Malaysia) about 60 km from Singapore where land, electricity ad water are abundant and cheap. So the story about Nvidia chips being sent to "empty datacenters" in Singapore is technically correct as that is the HQ of the neoclouds.
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Nov 11, 2026 · 1:48 AM UTC
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