Jensen's Honeytrap Problem

Jensen Huang’s scandal blew up: Nvidia’s board opened a probe after he admitted an affair with an alleged Chinese spy, Rubio’s memo surfaced, and shell firms got H200 approvals. Also, I covered Apple’s John Ternus pushing Siri toward agents.

• Sources: US officials believe Jensen Huang had a romantic relationship with Alice Huang, who they allege was recruited to spy for China’s top spy agency, MSS (Financial Times)
• Nvidia’s board launched a probe into whether Jensen Huang was targeted by a foreign spy plot, after he admitted to the board he’d been intimate with an executive US intelligence determined to be a Chinese spy; Huang apologized and will keep leading Nvidia during the inquiry (The New York Times)
• Jensen Huang’s scandal poses a rare crisis in US corporate history, given the national security stakes, his centrality to Nvidia, and its role in the AI race (Semafor)
• Sources: John Ternus wants more urgency in Apple’s AI efforts, pushing Craig Federighi to move beyond Siri AI tweaks to agentic and other advanced capabilities (Bloomberg)

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