Jensen Huang Admits to Extramarital Affair! Sweet Photos Exposed, Chinese Female Spy Identity Revealed, Multiple Visits to Taipei, NVIDIA Launches Emergency Investigation into CCP Intelligence Scandal

Nvidia founder Jensen Huang sent a letter to employees and the board of directors confessing to an extramarital affair, which has drawn external attention to his relationship with Huang Le, a Singaporean female executive of Chinese nationality. U.S. intelligence suggests that Huang Le may be a spy recruited by the state security (MSS) of the Chinese Communist Party (CCP), attempting to influence Nvidia's policy on exporting high-end AI chips to China. Nvidia has established an independent investigation committee. Meanwhile, reports indicate that the Singaporean company is suspected of helping Chinese enterprises bypass export controls to purchase large quantities of Nvidia GPUs, triggering a comprehensive review of U.S. national security and supply chain risks.

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Our good son of Taiwan, Jensen Huang, yesterday on November 8, Nvidia founder Jensen Huang unexpectedly sent a personal letter to all employees, confessing his infidelity to his wife and issuing a public apology to his wife, children, board of directors, all employees, and shareholders. You heard that right, this is Jensen Huang, the man who visits Taiwan's night markets every time, wears a black leather jacket, and is regarded by Taiwanese people as a national treasure superstar. Although he is an American and even welcomed by the Chinese people in Beijing, what exploded this time was not the release of his new graphics card, nor the fluctuations of Nvidia's stock price, but rather revelations that he had a close relationship with a Chinese-nationality female executive working in Singapore, which even involves important intelligence data concerning U.S. national security and AI strategic development. Jensen Huang is currently cooperating with U.S. investigations into whether this person is a CCP spy, whether he disclosed anything, or whether he was brainwashed into trying to lobby Trump.

What is bizarre is that in an interview with Bloomberg on October 29, Jensen Huang stated that his interactions with this so-called Chinese female executive were completely normal relationships and routine business activities. Yet in less than two weeks, on November 8, he personally admitted to having an affair with this Chinese spy, and Nvidia's board of directors announced the establishment of an independent investigation committee on the same day. Although it is called independent, whether it will truly be independent is a matter of opinion, especially since Nvidia's board of directors also agreed that Jensen Huang should continue to serve as CEO. On that same day, Trump and Musk also agreed that Jensen Huang should continue to serve as CEO, noting that despite his improper behavior, his contributions are immense and believing he would not betray national intelligence, and so on. As for investigating whether Jensen Huang became the target of foreign intelligence operations and whether there was any leaks of secrets, we still have to wait for confirmation from Congress, as well as subsequent joint investigations by agencies including the CIA or FBI, to truly know whether he was infiltrated, and whether the infiltration involved leaking secrets or being brainwashed to cooperate and guide policies desired by China without Jensen Huang even realizing it.

Her name is Huang Le, a Chinese corporate executive who once held a senior position at a Singaporean AI data center company. According to a report by The New York Times, U.S. intelligence officials have long targeted this Huang Le, suspecting that she had already been recruited by the state security (MSS) of the Chinese Communist Party (CCP) with the objective of gathering intelligence on Jensen Huang and attempting to influence NVIDIA's policies regarding the export of high-end AI chips to China. If this allegation is substantiated by investigations over the next half year or year, then this matter is not merely some simple extramarital affair. Whether she was involved in an affair, or was the fifth, sixth, or seventh mistress—I believe most people do not care, because compared to the world's graphics cards and the AI industry, this is the paramount issue that people all over the world should care about. This is because Jensen Huang is not an ordinary businessman; he controls the world's most critical AI chip company and has direct interactions with U.S. President Trump, senior White House officials, and America's strategic AI deployments, while also maintaining close cooperation with Taiwanese enterprises such as TSMC, Hon Hai, and Quanta. If someone could approach him through personal connections—regardless of whether it started with someone placing massive orders with you so that Jensen Huang thought this customer was wonderful and wanted to get to know them, and was subsequently seduced by her beauty, which remains unknown—the main point is that being able to gain access to him might not be for commercial purposes at all. It could involve U.S. AI industry export controls, chip supplies, and policy judgments regarding the tech competition between China and the U.S.

This reminds me of an interview on April 15 of this year when Jensen Huang was interviewed by a tech podcast host. The host asked him whether, assuming China were to acquire America's most advanced AI chips, it could accelerate their military development, intelligence, and cyberattack capabilities. The host also questioned why the United States would proactively provide computing power resources to help a strategic competitor narrow the gap with us. As it turns out, do you know what happened? Jensen Huang almost lost his temper and snapped back at the host during that interview. He argued that completely preventing the CCP from acquiring U.S. chips might force the CCP to build its own chip and AI software ecosystem, ultimately causing American companies to lose the Chinese market and weakening the global influence of U.S. technology. This might seem like what Jensen Huang said made sense, right? But had Jensen Huang already been influenced by this female operative at that time, or had this narrative successfully persuaded Jensen Huang, making him genuinely believe that thinking this way was truly good for the United States, so that subconsciously he did not feel he was helping China gain a better competitive edge? Because the hallmark of a true spy and master of psychological warfare is subtly making people genuinely believe that doing this is not betraying their country.

Multiple U.S. intelligence reports indicate that the CCP is constantly distilling U.S. AI, and even outsources the confidential work of the Chinese military to U.S. AI for distillation. Therefore, whether in software or hardware, regarding chips or exposure machines—what you commonly call photolithography machines—I believe the CCP fundamentally lacks the capability to reverse-engineer these things, especially items like chips and lithography machines, the details of which cannot be reverse-engineered. Remember a few years ago when China dismantled a Dutch lithography machine to reverse-engineer it, and needed Dutch engineers to repair it, but the Netherlands refused? And look at the CCP today; they are still rebranding chips from Samsung, SK Hynix, and TSMC. In recent months, quite a few Chinese influencers have taken certain mobile phones, sanded down the chips, and discovered that they are indeed using South Korean chips—so-called 5-nanometer or 7-nanometer chips—or else the CCP is repeatedly processing them using older lithography machines. Furthermore, U.S. intelligence agencies did not suddenly decide to investigate upon learning about this extramarital affair yesterday or this week. Reports indicate that as early as 2024, U.S. government entities had already noticed highly abnormal situations in the chip transactions of the Singaporean company. Later, while monitoring Huang Le's related activities, they discovered she had close interactions with Jensen Huang. By 2025, the relevant intelligence had even reached the senior levels of the Trump administration. Why Trump chose to turn a blind eye to this remains unknown, or perhaps some kind of Infernal Affairs game is being played.

But what is the background of this Huang Le? Why was she able to enter the senior management of a key client of NVIDIA, and why could a Singaporean company, in less than a few years, have the capacity to procure billions of dollars worth of advanced AI hardware? Let us first look at the background of this female spy. The New York Times and the New York Post discovered that a rather astonishing resume of hers had appeared online, claiming that she had worked as a staff member at Hunan Satellite TV and CCTV, though she was not on camera. Later, she entered HSBC and CITIC Securities, and finally became associated with the Shanghai-based Hexi Asset Management Company. It is certainly not impossible for someone to move from media work to the financial industry and eventually become a senior executive in the AI industry. However, reporters investigated these credentials; for instance, the New York Post contacted a current executive at Hunan Satellite TV, who stated that no such person existed. Furthermore, reporters could not find any confirmation of this person's identity or qualifications on the past websites of Hunan Satellite TV or CCTV. Additionally, HSBC and the aforementioned Shanghai companies did not provide responses that could verify her full experience. Of course, all of the above still cannot confirm whether Huang Le's resume is fake or real. However, if this person, whose publicly displayed background exists, was indeed recruited by the Chinese state security (MSS), then she would certainly keep her mouth shut about her previous history within domestic units in China. They would make her past resume disappear or give her a new identity; this should be very normal in espionage activities, especially since this person later appeared in billion-dollar AI transactions. Naturally, investigative agencies would wonder how she entered this industry, right?

Let us look back at Shanghai Hexi. According to public corporate data and media reports, Shanghai Hexi once invested in the Chinese internet company 7Road, and the company Huang Le belonged to was the earliest Singaporean entity related to 7Road. Part of the equity in this company indeed involved capital from Chinese state-owned enterprises and local governments. We can organize the connections between the Chinese investment institutions, 7Road's games, and this Singaporean company where Huang Le held a key managerial position; these links can be traced through corporate documents and investment records. According to the final investigation by the New York Times, the Singaporean company's documents from its first eight months listed Huang Le as the General Manager, and her name was only removed later. If she could still get close to Jensen Huang after being removed, she must have held an even higher position, right? The report also pointed out that she had claimed to others that she was the CEO of the company. So, how exactly did she get in touch with Jensen Huang? In June 2024, after the COMPUTEX Taipei ended, videos and photos appeared on social media platforms showing Jensen Huang, Ms. Huang, and other AI executives interacting intimately at a bar in Taipei. In May 2025, the two were photographed again attending a business banquet in Taipei. While these photos and videos can only prove that the two parties had public social and business contact, or perhaps an overly intimate relationship, they certainly cannot directly prove the existence of an intelligence mission from within. But if you use your brain, you already know.

Of course, the Singaporean government was also very fearful and quickly stated publicly that they were not actually conducting what the outside world calls an investigation into Huang Le's relationship with Chinese intelligence agencies, and that they were unaware of it. However, the Singaporean police also confirmed that the investigation into the company to which this woman belongs is still ongoing, so we will not draw any conclusions for now. As for the Chinese Ministry of Foreign Affairs, they denied the relevant espionage allegations. What really makes this matter involve national security is the massive trade in chips and graphics cards behind the company she belongs to. This company is an AI data center company registered in Singapore, whose main business is purchasing advanced computing equipment to provide data center computing power services. According to Bloomberg's investigation, from its establishment in 2023 to November 2025, this company imported a total of at least 136,000 NVIDIA-related hardware GPUs. A company established for less than a few years has surprisingly become the most important buyer of NVIDIA AI equipment in Southeast Asia. Are these things definitely staying in Singapore? The reason why the US government is highly concerned is that this equipment involves high-end AI chips and related hardware that are restricted from being exported to China. Starting in 2022, during the Biden era, restrictions were already imposed on China's acquisition of some advanced AI chips. However, there are a large number of legitimate data center businesses in Singapore, Malaysia, Indonesia, and so on. Chinese companies can also legally and compliantly purchase computing services from overseas companies or buy their equipment under these circumstances. Some people use these third-country companies to actually transship restricted chips to China, or use complex equity or transaction arrangements to hide the final use, which can circumvent these tracking and controls, right? In fact, China sets up agent companies overseas and then ships them back to China. So, whether these 130,000-plus GPUs were left in Singapore, or bought by someone, and if they were bought, how many were bought, and then transshipped again—perhaps from Singapore to Thailand or Vietnam, and finally sold back to the CCP's China by agent companies in Thailand and Vietnam—is all possible. In any case, the CCP's related enterprises will purchase their computing power services from these overseas entities.

According to intelligence disclosed by US media, what the Chinese state security units are concerned about may not be NVIDIA's trade secrets, including Jensen Huang's understanding of the Trump administration's AI policy, whether he can influence the supply of advanced chips to the Chinese market, and doing things for the Chinese government. This is why we cannot just look at the logic of general corporate business dealings and end the discussion of this whole incident, because the CCP's infiltration is very comprehensive, right? From this example, we can see that, including the Confucius Institutes and all this messy stuff, they love to use culture, religion, or whatever. Even if it is something very normal, they insist on turning it into something they can use for united front value. Therefore, for our democratic countries, we will be very cautious and careful. Intelligence work can approach its target figures through commercial, social, and academic channels. What really needs to be investigated is who is directing the intelligence gathering and whether the information is flowing to foreign governments, not just looking at the surface, like how many contracts you have signed.

This incident also reveals a bigger problem: why does China's AI development need to attach such importance to American chips and the technology of American companies? On September 8, 2026, the US National Security Agency, the FBI, and other agencies jointly released an official document titled "Chinese AI companies are launching industrial-scale distillation activities against leading US AI models." In plain language, this means using more capable models to generate a large number of connections, and then training these results into another model, allowing the latter to learn some of the capabilities of the former. Although many AI institutions would naturally use this method to reduce their own computing costs, the three major US agencies jointly pointed out that the methods adopted by some Chinese AI companies involve large-scale acquisition of proprietary US model functions and capabilities, and these functions can bypass some service restrictions. Therefore, Chinese AI companies have continuously launched new models in recent years, claiming that they can approach US performance but at a lower cost. A sharp question arises here: if China's AI technology no longer needs to rely on the United States at all, just as they say themselves, "the East is rising and the West is declining," and China has surpassed the United States in every aspect, then why do some of your enterprises still need to steal these US AI models and their GPUs in large quantities? Or, you don't allow the US to buy your Chinese-made ones, so that the US has no computing power, right? Why haven't I heard of Americans smuggling Chinese chips? Why haven't I heard of US spies infiltrating any Chinese entrepreneur, infiltrating Jack Ma, or infiltrating—forget it, you don't seem to have many entrepreneurs left—or plagiarizing the CCP's navy, air force, and other equipment? So what does this prove? The United States has always been far ahead of China.

Another terrifying issue is that on November 3, Michigan elected a new Democratic federal Muslim senator who is a descendant of immigrants. I know he has a lot of controversies among Republican voters, but in this episode, I won't discuss his party affiliation or his identity. Before the election, in an exclusive interview with CBS 60 Minutes, he stated that the US should suspend the development of cutting-edge AI and first address information security and social cost issues, and only after we catch up with those should we consider how to develop further. The host immediately followed up by asking: if you abruptly halt R&D now, and China continues to forge ahead, what will the US do? The newly elected senator then replied that he believes many aspects of China's AI are indeed—he's not wrong—and he even said that Chinese companies are very good at imitating US technology, with much of the work closer to spreading existing capabilities rather than independently completing their own breakthrough research. He finally specifically mentioned that if the US slows down, it can also be witnessed at the speed of the naked eye. This interview was extremely contradictory because a Democratic politician advocating for slowing down AI development, when faced with the question of whether China would overtake them, did not demand that the US also accelerate, but instead directly pointed out the dependency relationship between China's partial AI component technology and the US.

In October 2026, Foreign Policy interviewed researchers on US-China AI competition relations. China currently does indeed still have some capacity for self-developed models, algorithms, chips, and other routes, albeit with inferior capabilities. However, if the US unilaterally stops development, there is no guarantee whether China could obtain results from other countries that have not stopped development, because it also has commercial spies in other countries, right, and there are also many female spies and secret agents, or alternatively, what if American businessmen instead run over to China to engage in AI development? Who told you to stop developing? After all, I am a capitalist, I am a businessman, right? What direct connection does this have with Jensen Huang's case? If Chinese companies want to obtain the US's most advanced GPUs, they face export controls, and if they want to catch up with advanced US models, they need to invest huge research and computing power costs.

Finally, returning to Taiwan: although Nvidia is an American company, a very large portion of the most critical chip manufacturing and system supply chains belongs to Taiwan. In May 2026, Nvidia announced that Taiwan has over 500 Nvidia ecosystem partners, involving TSMC, packaging and testing, chip materials, servers, and AI integration systems. TSMC is responsible for critical advanced manufacturing processes, while companies like Foxconn, Quanta, and Wistron participate in the production of large-scale AI computing equipment. For Beijing, this means global AI competition is not just about American chip or software design; Taiwan's position within this supply chain makes us face national security issues regarding countries that also engage in commercial competition. Therefore, if Chinese intelligence agencies truly hope to obtain more US AI technology, besides chip companies like Nvidia, global semiconductor supply and other links may also become targets for infiltration or intelligence gathering by the Chinese Communist Party. TSMC has already caught many, which is impossible to guard against completely, or they are currently under investigation, right? For Taiwan, the most realistic question is: when enterprises are negotiating business with Chinese clients, third-country intermediaries, and international investors, how do you distinguish who the real controllers are, or whether their ultimate export uses their own company or whether they sell it through a third, fourth, fifth, or eighth hand before finally selling it back to China? As for Jensen Huang's affair this time, although he admitted it himself and stepped down personally, the larger investigation has not yet ended. If the final investigation confirms that Huang Le was a spy recruited by the state security (MSS) of the Chinese Communist Party, or confirms that Jensen Huang was somewhat influenced and brainwashed in his ideology by this Huang Le, this matter will become a very important case study in a crucial link of global AI chips. That's all for today's video.

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