The A.I. Spy Thriller; The New York Times, November 10, 2026

  Sam Sifton, The New York Times; The A.I. Spy Thriller

"The stakes

There’s more to all this than romantic scandal and corporate espionage. The United States and China are in a race to control the future of artificial intelligence. Nvidia makes the chips that have for now put the United States ahead. To keep it that way, Washington bars Nvidia from selling chips to China.

Enter Alice Huang, a Chinese citizen who is an executive at a Singapore-based data-center company called Megaspeed. It’s unclear when she first met Huang from Nvidia, but in 2024 they were photographed together at a bar in Taipei as Megaspeed prepared to spend $2 billion on Nvidia chips. Investigators from the U.S. Commerce Department were interested in that: Was Megaspeed helping China sidestep American export restrictions? Whom did she really work for? (Alice Huang has not responded to multiple attempts to reach her for comment in recent days.)

U.S. officials concluded she was recruited by China’s Ministry of State Security to gather information on the American C.E.O. and potentially to influence his company to funnel chips to China. That’s not how America wins the global competition for dominance of A.I...

There could be political fallout as well. Huang is a close ally of President Trump. He is also friendly with the Chinese, whom he told Bloomberg are “not our enemies.” Last year, he persuaded the president to roll back some of the ban on chip sales to China, after which Nvidia sold its second-most valuable chip there. (The U.S. government took a 25 percent cut of the sales.) And Nvidia has given at least $20 million to Trump’s ballroom fund."

Trump backs Nvidia's Huang amid affair, spy investigation; Axios, November 9, 2026

 Ben Berkowitz, Axios ; Trump backs Nvidia's Huang amid affair, spy investigation

""I haven't heard that he's done anything wrong," Trump added. "He dealt with somebody but, you know, so does everybody else.""

Nvidia Opens Investigation Into Jensen Huang’s Relationship With Chinese Spy; The New York Times, November 8, 2026

 Tripp Mickle, The New York Times; Nvidia Opens Investigation Into Jensen Huang’s Relationship With Chinese Spy

Mr. Huang, the company’s chief executive, acknowledged on Sunday that he was intimate with a business executive who U.S. officials had determined was working for Chinese intelligence.

"Nvidia said on Sunday that it was opening an investigation into Jensen Huang, its chief executive and co-founder, after he acknowledged to the company’s board that he had been intimate with a business executive who U.S. intelligence determined to be a Chinese spy.

Mr. Huang’s relationship with the woman, who is named Alice Huang, became a U.S. government concern after surveillance revealed that she was feeding information directly to Beijing. The revelation raised troubling possibilities because Mr. Huang is one of the most powerful figures in the A.I. revolution as well as an influential ally of President Trump.

In a message to the company, Mr. Huang apologized. “I was unfaithful to my wife,” he said. “My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.”

Nvidia’s board said that it had “no reason to believe that either national security or Nvidia secrets were compromised,” but that “the board’s inquiry will examine all available information.” It said Mr. Huang “fully supports the review and has committed to cooperating with it.”

Jensen Huang Thinks A.I. Alarmism Has Gone Too Far; The Ezra Klein Show, The New York Times, September 23, 2026

 

Ezra Klein

Produced by Rollin Hu

, The Ezra Klein Show, The New York Times; Jensen Huang Thinks A.I. Alarmism Has Gone Too Far

"I think one of the fundamental questions this gets at is: What is intelligence? Before you can even think about what it means to have intelligent machines, what is intelligence to you?

Well, there’s a technical formulation of intelligence. First of all, when people talk about intelligence and thinking and all of these things, of course there’s no formal definition for most people. But in the field of computer science, there is a formal definition, and the formal definition is perception, which is perceiving the world and understanding it.

Two, which is reasoning — reasoning is the ability to decompose any scenario and anything that you see, any experience, into more elemental parts.

And then third is planning toward an objective. That fundamental formulation applies to agentic systems, it applies to robotic systems — applies to self-driving cars.

And so you could see the industry building it layer by layer by layer, step by step by step, to the point where we now have what we perceive as intelligence."

How to share AI riches: From Donald Trump to Sam Altman, the idea of redistributing them is catching on. Does it make sense?; The Economist; June 11, 2026

 The Economist; How to share AI riches: From Donald Trump to Sam Altman, the idea of redistributing them is catching on. Does it make sense?

"The artificial-intelligence boom has minted vast fortunes. Jensen Huang’s stake of nearly 4% in Nvidia, the chipmaker he co-founded in 1993, is worth $175bn, up 50-fold in seven years. Anthropic’s latest funding round, which valued the ai lab at nearly $1trn, more than doubled the estimated wealth of its boss, Dario Amodei. Yet as new plutocrats gain riches, most Americans doubt the gains from ai will be widely shared. Less than one in three think the technology will make ordinary people richer."

Rollout of AI may need to be slowed to ‘save society’, says JP Morgan boss; The Guardian, January 21, 2026

 John Collingridge and Graeme Wearden , The Guardian; Rollout of AI may need to be slowed to ‘save society’, says JP Morgan boss

"Jamie Dimon, the boss of JP Morgan, has said artificial intelligence “may go too fast for society” and cause “civil unrest” unless governments and business support displaced workers.

While advances in AI will have huge benefits, from increasing productivity to curing diseases, the technology may need to be phased in to “save society”, he said...

Jensen Huang, the chief executive of the semiconductor maker Nvidia, whose chips are used to power many AI systems, argued that labour shortages rather than mass payoffs were the threat.

Playing down fears of AI-driven job losses, Huang told the meeting in Davos that “energy’s creating jobs, the chips industry is creating jobs, the infrastructure layer is creating jobs … jobs, jobs, jobs”...

Huang also argued that AI robotics was a “once-in-a-generation” opportunity for Europe, as the region had an “incredibly strong” industrial manufacturing base."