Jensen Huang’s dealings with China and his views on U.S. export controls on advanced AI chips are under fresh scrutiny after he admitted to an extramarital affair with Alice Huang. U.S. intelligence agencies suspect the woman, who is unrelated to the Nvidia CEO, of working for China’s Ministry of State Security. In an interview conducted before the allegations surfaced, Huang said Nvidia saw a “large and growing” opportunity in China while expecting the tension between Washington and Beijing to last a long time. In December 2025, the Trump administration authorized shipments of H200 chips to approved Chinese customers in exchange for a 25% fee for the U.S. government, while Nvidia’s board opened an inquiry into whether company secrets or national security had been compromised. The CEO remains in his role and has pledged to cooperate fully with the review, which has so far found no reason to believe either was compromised.
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