Something is very suspicious about the timing of Jensen Huang’s resignation from Nvidia. Why did it take so long for his affair with an alleged Chinese spy to gain traction?
Six months ago, a tiny Brooklyn short-selling shop called Culper Research published a 40-page report laying out the China angle. With zero Wall Street connections, it tracked chips flowing through Singapore and Malaysia to Megaspeed and printed photos of Jensen and Alice together.
But nobody cared. Nvidia’s stock went up.
Even crazier, our own government has known about this since 2025 and Marco Rubio’s office circulated a classified spy memo this spring.
Then suddenly, right on top of the midterms, the story finally became mainstream. The New York Times dropped it on October 29, forcing Jensen to admit to an affair on November 8.
Only then did Nvidia’s board open an investigation.
Then yesterday, the Times struck again with a second affair report involving Nvidia’s VP of healthcare, accelerating the board’s push to oust him right before today’s resignation.
Meanwhile, short sellers had already loaded up on protection for over a week before the stock crashed.
And this is all conveniently coming up the week Anthropic is launching its massive IPO roadshow.
Anthropic and OpenAI make their money keeping AI locked down in centralized, closed models you have to rent by the minute. Meanwhile, Jensen Huang was a loud champion for open-source AI, building the chips so everyday people could run AI on their own computers.
And of course, the Democrats just took power in Congress and many states. And they’re not exactly friendly to AI expansion.
So once again: why is all of this happening right now?
https://x.com/glennbeck/status/2120972603011772430?a=cktZnY969VOL4deu6Vc&s=20
NVIDIA letting Jensen go is a huge mistake, for America and for humanity. It's Apple firing Steve Jobs all over again, but much bigger, given the role of AI in defining the future of our world.
I've been keeping quiet on this out of respect for Jensen's family and team, who I've met and who are amazing humans, and because I personally hate infidelity. So my heart goes out to them in this difficult personal family moment.
But I can also say that Jensen is human, and makes mistakes like all of us do. Not that I matter at all, but I've known Jensen for a long time and have gotten the chance to spend a lot of time with him, behind the scenes, away from mics and cameras. I have seen him show kindness, humility, care to everyone around him, including strangers, including from the poorest most struggling parts of society, treating all the same with the same thoughtfulness and attention, because they are fellow humans and not because he has something to gain from them. That shows rare character, to maintain humility and humanity through all of it.
Another data point is what people who know him well have said privately to me about Jensen over the years. I've never had anyone tell me anything but how awesome he is or how much they love him. Probably over a thousand people at this point. This includes hundreds of engineers, CEOs, colleagues, friends, etc.
Also, since there was some spy talk. Jensen is as proud an American as it gets. I'm in shock frankly at all of this, including the mass hysteria around it. I love America, and I think NVIDIA letting Jensen go is terrible for America.
I stand with Jensen.
Love you all 
https://x.com/lexfridman/status/2120986129671631239?a=y27-eZkLfz6Qs5dbffk&s=20
Nobody cares that he had affairs. It's who he had them with: a suspected Chinese spy, a direct report, and at least one additional Nvidia employee who fell below him at some level in the reporting line. That shows extremely reckless judgment and a disregard for legal-based policies.
Jensen probably could have survived one of these three matters becoming public and, to your point, he would probably be forgiven for the error. But there's no world where any executive would survive all three. It's not so much a moral judgment on Jensen as it is a compliance matter and those things matter when it comes to the standards that a CEO should be held to, especially in this day and age. The board did what it had to do.
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