Nvidia CEO Jensen Huang has admitted an affair, after reports linked him to a woman US intelligence reportedly suspects of spying for China.
Nvidia denies any secrets were shared. No one has been charged.
Here’s what we actually know, in 4 short videos 🧵
A university on the US trade blacklist bought Nvidia's restricted H200 chips last month.
Not from Nvidia. From a local supplier in Xi'an. Two cards, 874,700 yuan, according to a 21 October procurement notice. Reuters reported it yesterday.
The buyer is Northwestern Polytechnical University — one of China's "Seven Sons of National Defence." Washington put it on the Entity List in 2001.
Export controls don't fail at the factory. They fail at the last mile.
Source:
https://t.co/gzJlSvzZYs
India just banned the export of lithium-ion battery waste.
Most people will scroll past this. They shouldn't.
The waste isn't junk. After old batteries are shredded, what's left is a powder called black mass — lithium, cobalt, nickel, manganese. The same minerals we import for EVs and energy storage.
On 10 November, the government moved it from "Free" to "Prohibited", with immediate effect. Officials say Indian recyclers were short of feedstock, while the raw material was going abroad.
Source:
https://t.co/0LeW13UTdc
Jensen Huang is trending, and most people are treating it like gossip.
It's not. This is about AI chips, a Singapore firm, and a honey trap — the oldest trick in espionage.
I broke it down, with sources, two days ago:
https://t.co/dQD1I01BmG
Part 2: Megaspeed, a little-known Singapore firm, bought nearly $2B of Nvidia’s top chips, the NYT reported.
It was spun off in 2023 from Chinese firm 7Road, whose owners include China’s central government. The woman in the spy story was its managing director early on.