# The US is winning the AI race. Jensen Huang could have blown it

Source: [AI | The Verge](https://www.theverge.com/ai-artificial-intelligence/1031063/jensen-huang-ai-race-us-china-spy) · 2026-11-10 · AI
Page: https://themorning.dev/story/the-us-is-winning-the-ai-race-jensen-huang-could-have-blown-it-34a6071342ff5a88
Kind: policy · Impact: high

## In brief

- Nvidia CEO Jensen Huang admitted to having an affair with Megaspeed executive Alice Huang, who is suspected of being a spy for China's Ministry of State Security.
- An investigation by The Information reportedly found Alice Huang was instrumental in securing over $7.5 billion of Nvidia AI GPU imports during a three-year relationship, and that about 240,000 banned chips, mostly H100 and H200, were moved into China.
- The affair could have national security ramifications as the U.S. and China race to develop the most advanced AI infrastructure.

## Why it matters

The case raises questions about how AI chips are sourced, sold and controlled across the supply chain, which may matter for developers relying on Nvidia hardware and for teams working under export restrictions.

## Timeline

- 2026-11-10: The Information reports on a network of companies linked to Alice Huang and the import of Nvidia AI GPUs into China

## Coverage

- [The US is winning the AI race. Jensen Huang could have blown it](https://www.theverge.com/ai-artificial-intelligence/1031063/jensen-huang-ai-race-us-china-spy) — AI | The Verge, 2026-11-10
- [Nvidia CEO Jensen Huang’s affair with alleged Chinese spy: a timeline](https://techcrunch.com/2026/11/10/nvidia-ceo-jensen-huangs-affair-with-alleged-chinese-spy-a-timeline/) — TechCrunch, 2026-11-10
- [Alice Huang reportedly instrumental in securing over $7.5 billion of Nvidia AI GPU imports during three-year relationship with Jensen Huang](https://www.tomshardware.com/tech-industry/policy/alice-huang-reportedly-instrumental-in-securing-over-usd7-5-billion-of-nvidia-ai-gpu-imports-during-three-year-relationship-with-jensen-huang-helped-move-240-000-banned-chips-into-china-mostly-h100-and-h200) — Latest from Tom's Hardware, 2026-11-10
- [Where Does Jensen Huang’s Dishonesty End?](https://www.bloomberg.com/news/videos/2026-11-10/opinion-where-does-jensen-huang-s-dishonesty-end-video) — Bloomberg Technology, 2026-11-10

Tags: nvidia, export-controls, espionage, ai-chips, china

---

Brief generated by AI (claude-haiku-5-5) from the reporting listed under Coverage. Headlines belong to their publishers. The Morning Dev – https://themorning.dev