The Last Man Defending 'Open' AI Just Left The Building: How Jensen's Fall Clears The Way For A Federal Crackdown...

The Last Man Defending 'Open' AI Just Left The Building: How Jensen's Fall Clears The Way For A Federal Crackdown... Four months ago, Jensen Huang was the most powerful voice in Washington arguing that Americans should be allowed to download AI models and run them on their own hardware.

This morning he resigned as Nvidia's CEO, and he gave up his board seat too. A few hours earlier, The Information reported that Alice Huang (no relation), the former Megaspeed executive whom US intelligence believes was recruited by Beijing, had promised Nvidia chips to DeepSeek, the Chinese lab whose open-weight models have been eating American lunch (and tokens) all year.

We summed up what that means in one line:

*ALICE HUANG PROMISED NVIDIA CHIPS TO DEEPSEEK: INFORMATION

If you haven't set up your own open-weight system yet, you soon won't be able to.
— zerohedge (@zerohedge) November 12, 2026

Back in September we laid out the motive in "Here Lies The Motive: AI Leaders' Cunning Plan Exposed": terrify the public, demand emergency regulation, make compliance expensive, crush the competitors, consolidate. What that playbook was missing was a villain the public could actually picture. It now has one, and the villain sits squarely between Nvidia's chips, a Chinese spy and DeepSeek's open weights.

So, a thought experiment, with the same caveat we gave in September: the facts are real, the conclusion is interpretation. Nobody needed to plan the Jensen scandal for it to work as if it had been planned. And the way it works is by making a federal restriction on open models far easier to pass.