Sunday, November 08, 2026

And I Cannot Emphasize This Enough…

This story is insane. The most corrupt White House in history.

Trump ally Jensen Huang, Nvidia’s CEO, was sleeping with a Chinese spy feeding info to Beijing.

He helped her help China get around A.I. chip export restrictions — which also benefitted Nvidia — by pushing Trump to do it… of course Trump bought millions in NVIDIA stock before he allowed it.

This explains why our whole AI/china policy for has been “do whatever is best for Nvidia’s stock price even if it’s bad for 🇺🇸 ”

TLDR: Trump sells out America every chance he gets.
The story keeps getting crazier. To recap everything that has been reported so far:

- The US intelligence community discovered that Jensen Huang, the CEO of the largest company in the world, was sleeping with Alice Huang, a Chinese spy and an executive at Megaspeed. (FT)
- Multiple independent investigations have concluded that Megaspeed is likely a Chinese cutout, which helps Chinese companies access AI chips or circumvent export controls. (NYT and Bloomberg)
- The US intelligence community also concluded that Alice Huang’s goal was to convince Jensen to lobby the U.S. government to loosen export controls on advanced AI chips. (NYT)
- The intelligence community relayed this information to “a small group of top US government officials” earlier this year. (FT)
- Over the last year, Jensen Huang has repeatedly lobbied the U.S. government to loosen export controls on advanced chips. @BISgov has done so, not only by permitting the export of H200 chips to China, but also not enforcing export controls that would have required a license for exports of the most advanced Blackwell chips to Megaspeed and Southeast Asia.
- Although @CommerceGov leadership was presumably briefed on this information by the U.S. intelligence community, @BISgov has taken no actions to tighten controls on Megaspeed or Southeast Asia.
- Megaspeed remains a preferred cloud partner of Nvidia, and continues to receive Nvidia Blackwell chips despite employing a Chinese spy who reportedly is romantically engaged with the CEO of Nvidia.
- Tens of billions of dollars worth of AI chips have been exported to Southeast Asia this year alone, and Malaysia and Singapore are now two of the four largest importers of AI chips in the world.

What is going on here??? We need answers. The question of who gets the most advanced AI chips in the world is literally the defining strategic question of our time. And not only does it seem like the MSS may be directly influencing the debate on export controls in the United States, but also @CommerceGov is refusing to listen to the warnings of the IC on this issue. What is a POSSIBLE good explanation for why Megaspeed is still receiving chips? Why is there not a license requirement for AI chip shipments to all of Southeast Asia? This is beyond strange at this point.

The fallout from this story will be massive. Obviously, the motivations underpinning Nvidia’s policy views opposing export controls must now all be questioned. But also, how did @BISgov sit on this information and has still taken no actions? We need answers.
No matter how bad this is, it won’t be enough to convince 2/3rds of the Senate to remove Trump in an impeachment trial.

History is a very, very dead hand. (Yes, Nixon was persuaded to resign. After nearly a year if very public hearings by a special joint committee and scores of witnesses. I still wonder if the Senate actually would have removed him. I don’t think they wanted to face that decision. History is a very dead hand.)

Trump is wholly transactional. Those chickens are coming home to roost, which is why Trump and Blanche are so impotently terrified of what’s coming.  But I think Trump ends his term in office. In what, for him, will be a living hell. No matter how much he works with Talarico, exposure is coming.*

And that will be hell for him. I don’t wish it on him. I just see it as consequences. Even God didn’t punish Israel in the Exile. The prophets are perfectly clear on the point: they were left to the consequences of their actions.

You can’t ask for fairer justice than that.


*Will his stock trades and protection of Nvidia be protected “official acts”? I think even the Roberts Court would be smart enough to say “No.” And maybe we won’t elect another convicted felon anytime soon. Texas turned blue, after all. Anything is possible.

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