The amount of times the word “allegation” and “suspicion” and the way this soap opera is flowing around screams that its all smokescreen. We don’t even know if this women was a spy… even that is an “allegation”.

The facts are very scarce and yet this has been blown out of proportion.

Maybe I am wrong :-) time will tell.

On the contrary, the allegations are tabloid level nonsense. Jensen does not even posses any "sensitive info". He is just a ceo for a company that designs chips, something China has no trouble doings. What China lacks is the manufacturing knowhow of the most advanced lithography machines which will also allow them to manufacture the most advanced chips locally. Huang however does not have a single clue about that chip manufacturing.

You know him so well that you know what he knows and doesn't know?

I'm impressed!

You should be hired into the highest echelons of government! But you probably are already! And you're a mind reader! Amazing!

I don't know him at all, I just have a basic understanding of Wafer fabrication and Integrated circuit design. Which is more than can be said of the US government. This whole thing is nonsense.

A single clue really? I reckon he knows a decent amount about chip manufacturing. You know, as part of his role getting microchips designed and manufactured for thirty years. Ok he might not know the minutiae about the techniques used at TSMC but he’ll know a huge amount - he’s not just hand waving at subordinates getting them to deal with it. The fact that he doesn’t yak on about it shouldn’t be confused for ignorance.

But it's precisely the minutiae details that are important. Everybody knows how lithography machines work. It's making them efficient that is hard to do.

And he’s failed to coordinate that happening how?

He has access to all sensitive info, he's the chief officer! He would not have access to some sensitive unreleased, but the rest he's pretty aware. And he signs every deal.

Yeah, he has die layouts tattooed on his penis.

[delayed]

What's so magical about selling to the USG that it should create some sort of obligation on the part of a civilian CEO?

Remember, Huang isn't an army officer, or someone in intelligence working at the Pentagon, or a CIA officer.

Surely he gets to do what he likes. You are not at war with China. Treason is not relevant here, nor are graphics card some sort of ultra-secret domain. What NVIDIA does is easy, it's just that the package is not so easy to reproduce, what with it having many aspects, from software to chips and fast interconnect.

If you sell national security impactful equipment to the USG, you're in a special category, private industry or not.

Do you think the USG doesn't hold the CEOs of Lockheed, Raytheon, General Dynamics, or Northrop Grumman to higher security standards than Delta or Ford?

And I think it's hard to argue that in 2026 Nvidia is not designing and manufacturing national security impactful equipment.

The USG guys national security impactful equipment from Europeans and all sorts of people all around the world.

NVIDIA is not Lockheed, Raytheon, GD or NG. It is a graphics card company, and this guy founded it.

One thing is the China question. Another thing is the question of open source AI.

The latter is a question of how centralized modern AI-based computing is. And to me that is almost a fight between good and evil.

A marriage between an Anthropic/OpenAI duopoly and the national security establishment is a marriage made in hell.

The claim that he sold massive amounts of chips to a restricted country as being "massively illegal" is absolutely false.

NVIDIA is licensed by the United States government to sell GPUs to China, and they do so at a rate well under their licensed quantity.

Read up on 91 CFR 1684 which directly contradicts your claims.

Your most important argument is categorically false and completely unresearched.

Your subsequent claims also have no basis: you cite a bunch of cases in which people leaked sensitive information as equivalent to the Jensen case, where the affair was with the CEO of a customer they were legally selling product to, and where we have no evidence that any leaks occurred.

This is the biggest problem with HN: people who make big claims without enough research usually get upvoted. But try saying something against, say, Rust, Apple products etc., and you’ll be massively downvoted by fanboys who think they’re superior to everyone else.

Hn is just a rumor mill these days. All people do is gossip

That has always been the case as far as I can tell

There used to be people here that didn't make up nonsense for Internet points

>Apple products

That takes the cake, I personally avoid anything Apple posted. There is much cult (and personality cult) involved it doesn't makes for any sensible discussion

> NVIDIA is licensed by the United States government to sell GPUs to China, and they do so at a rate well under their licensed quantity

My understanding was the Megaspeed sales weren’t classified as sales to China. Nvidia circumvented those requirements.

Based on what? I thought Megaspeed circumvented those requirements?

Did they? Singapore is not China, FYI, and there is no prohibition on Chinese entities using GPU capacity overseas.

> 91 CFR 1684

You mean the BIS revision that allowed NVIDIA to do this? https://www.nytimes.com/2026/11/07/business/economy/nvidia-c...

I stand by what I said. If selling to China were like selling to any other non-restricted country, moving $7.5B of product through this particular shell company wouldn't be so shocking.

I also said that this was a small problem compared to the much larger potential problem of him having shared sensitive information with a Chinese spy. It takes a long time for leaks to surface; it is fair to assume that this MIGHT have happened given the romantic relationship that developed.

Yes. A lot of folks on here were initially thinking the issue with the Chinese spy was a sort of “oh funny how silly” type issue. For someone in his position with Nvidia a strategically important company for the US that’s a grave error of judgment. Add then yesterday revelations of additional indiscretions and this suddenly a growing pattern of incredibly poor judgement.

It appears almost certain now that he’s finished. The lack of any succession planning (which also is too looks like more poor judgment) appears to be the only thing now slowing down his removal by the board.

They guy has been running Nvidia for over 30 years and has billions of dollars - what would make him want to sell out to China? What possibly could they offer him? You actually think she was like, "if you tell me secrets then I'll sleep with you"

A lot of people with ulterior motives want to throw him under the bus, don't buy into those narratives so easily. Use some common sense first.

Like most office affairs its rarely if ever about that.

Mostly its about being treated nicely, talked nicely and all by the opposite gender. Even successful people have serious marital strife, where their partner makes them feel really bad, no matter what you do for them. Its just a part of marriage.

People deeply crave for love, affection, being wanted, cared and being talked to nicely.

There you see are deeply sought after needs of the human soul. Im guessing you are willing to trade something for it.

No harm no foul then. Let adults be adults.

Not sure about how the government or his company perceives it.

But most spouses take deep offence with these 'emotional affairs' reason is simple, the whole reason why anyone even gets into one is because the person with whom they are having the affair is by definition better than their spouse in this regard. Its being given live feed back that you are a bad person. People have trouble sleeping in the night in any story where they aren't the hero.

That hurts, people often fail to see how their own actions would have led to this. And some people even consider their spouse suffering through their abuse itself as a sign of love.

People are irrational, and marriages are hard.

The only winner here is China. Who used their sexy spy that just had to sleep with him nothing else, to get him fired.

China essentially attacked/killed the head of our leading AI hardware company. And we should just accept that?

she was like, "if you give me allocation of gpus for delivery now rather than in 5 years then I'll sleep with you"

pretty much how it went down

That was an absurd example I gave, but yea some people will buy it.

I don't think he'd sell out to China. But I can believe he'd be sharing high valuable information during some pillow talk sessions.

If you have a CEO doing that, you need to fire them.

I doubt he was doing that.

All China needed was for her to sleep with him and nothing else. That was enough to bring him down. China won this round, too easy.

But this is not the domain of the board, is it? Whether he put the national security at risk is up to US Government to decide. The moral side of the question is for the people involved to decide. For the board to decide is the company will be better off w/o him.

> The real problem is that nobody knows how much sensitive info Jensen gave this woman or how far that info spread.

Non-American here. Isn’t it your goverment’s/CIA’s job to detect Chinese agents and conduct counter-intelligence. Individuals (CEO or not) can’t do that. I heard that they already knew for a long time (as they must have). Then this becomes a hit job with political/business motivations rather than a serious national security issue as promoted to the public. Why don’t you all talk that obvious angle instead? 50s Red Scare rhetorics or a 70s James Bond narrative is politically more appealing I guess.

But we live in 2020s. We live under constant surveillance today. All national secrets are in digital environment (not on a microfilm in a CEOs leather jacket). Also Chinese spies, who require a visa to enter US, can be easily tracked the moment they get in touch with any VIP.

And for the sexual/marriage life of individuals, suddenly everyone goes back to 50s standards. (Note: This is extra interesting because I heard there is a “sex cult” attracting high profile AI engineers in SV. And everyone seems ok with it. But that’s probably another honeypot operation.)

The relationship has been to a degree known to even the public for years, it's extremely unlikely that intelligence services didn't know about it until now and that they'd permit it if they'd consider it a possibility that Jensen could leak any important IP

Nah.

if you fire him, he can go work for China. Or he’ll go work for Elon. I just have this feeling you aren’t explicit with your implicit motive.

> The real problem is that nobody knows how much sensitive info Jensen gave this woman or how far that info spread.

Why? If he's that important then our own intelligence community ought to be doing counterintelligence, making sure he's ok, providing support to him and so on. This is not some random guy. Did we just forget to do that?