According to Business Insider, Nvidia CEO Jensen Huang admitted on November 9 to an affair with Alice Huang, a former executive at Megaspeed, a Nvidia customer. U.S. intelligence agencies suspect Alice Huang of passing information to Chinese authorities, according to the New York Times. Nvidia's board is investigating whether the CEO was targeted by foreign intelligence operations.
The admission has split opinion across U.S. politics and Wall Street. President Donald Trump defended Huang, calling him "an amazing guy" and saying he has "probably got an explanation" for his actions. Tech industry figures argue Huang's departure would harm U.S. AI competitiveness. However, some investors warn his judgment is now in question, and his continuation as CEO faces significant uncertainty amid broader concerns about Nvidia selling advanced semiconductors to China.