The chaos surrounding Jensen Huang unfolded rapidly after late October 2026.
On October 29, The New York Times reported that U.S. intelligence viewed his close relationship with Alice Huang (no relation), a Chinese executive tied to Singapore-based Megaspeed (a major NVIDIA customer under investigation for possible diversion of advanced AI chips to China), as involving a Ministry of State Security asset.
Photos from Taipei events dating to 2024, plus earlier classified memos (including one overseen by Secretary of State Marco Rubio), amplified national-security concerns about export controls and influence.
On November 8, Huang publicly admitted in a letter to employees that he had been “unfaithful to my wife,” apologized for the harm to his family, and linked it to the reports; NVIDIA’s board launched an independent investigation.
Shares fell sharply amid congressional requests for briefings and references to FBI scrutiny.
The crisis accelerated within days.
On November 11, the Times reported a second extramarital affair with Kimberly Powell, NVIDIA’s vice president of healthcare who reported to Huang (including accounts of affectionate behavior at a conference).
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