David Westerfield

🇺🇸🇨🇳 This just got MUCH bigger. A highly classified memo circulated inside the Trump administration last spring warning that Nvidia CEO Huang was in a close relationship with a woman U.S. intelligence believed had been recruited by China’s top spy agency. And Sec. Rubio reportedly OVERSAW the drafting of that warning. The intelligence said Alice Huang was tasked with gathering information on Jensen Huang and potentially influencing Nvidia’s position on selling advanced AI chips to China. That matters because Jensen Huang has enormous influence over U.S. AI policy, has pushed against tighter China chip restrictions, and has unusually direct access to Trump, who has even called him in the middle of the night. Nvidia has now opened an independent investigation and says it has no evidence so far that company secrets or U.S. national security were compromised. This is now a counterintelligence story sitting right in the middle of the U.S.-China AI race 🫪 Source: NYT / Writer: Sol