Zvi says Jensen Huang's extramarital affair partner is a Chinese spy and argues he should resign as Nvidia CEO

Zvi posted on LessWrong commenting on Nvidia CEO Jensen Huang's extramarital affair scandal, concluding that the other party is a Chinese spy, stating that national security has already been harmed and that Jensen Huang must resign. The post states that Chinese intelligence recruited Alice Huang, whose Singapore-based company Megaspeed is under investigation by the U.S. Department of Commerce on suspicion of smuggling Nvidia chips; according to The New York Times, the investigation was transferred after Nvidia's general counsel sent a letter inquiring about it; in October 2025, U.S. officials told Trump that Alice Huang was suspected of being a spy, and Trump took no action and continued to support Jensen Huang remaining in his position. After ten days of denial, Jensen Huang admitted the extramarital affair and apologized; the author notes that most of the apology letter was generated by AI; Nvidia's board has launched an independent investigation, and three House committees have requested that Jensen Huang appear on November 18. The author argues that this makes Jensen Huang's arguments against export controls harder to sustain, and that after the news was announced, Nvidia's stock underperformed the Nasdaq by about 7%.