Nvidia CEO Jensen Huang's letter to staff about affair
https://nvidianews.nvidia.com/news/a-message-to-our-companyUsually they are more along the lines of fake apologies like "I'm sorry that you feel that way", or in this particular case I would imagine something like "I'm sorry that I was spied on, I was doing my best and nothing prepared me to deal with a foreign agent".
It's refreshing to see words like "My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to NVIDIA and will work to earn back your confidence.".
I'm not saying crucify him. We all make mistakes. But he doesn't deserve your sadness. His family does.
He made a horrible mistake which should serve as a cautionary tale and reminder to us ... that's all.
And the spy angle, and how that's being defended? Nauseating ...
He's a victim, he apologizes well, he's working with the board on this...
Is HN just this millionare-friendly? astroturfed?
Not that I expect a metaphorical lynching, but it's certainly a take when the news is "one of the most important roles in the US is potentially losing national secrets by absurd oversight".
1. take responsibility (by saying you take responsibility, hopefully there is no actual fallout from this). 2. Admit wrong doing (people hate someone who tries to cover up) 3. Talk about how much you love your family and how wonderful they are and you would never want to hurt them (relatable). 4. Write in a tone of sincere regret to avoid any public backlash (stock price depends on this).
The only newsworthy part of this is possibility he could've been blackmailed in the past about it and I assume this is what the investigation will be about.
His family is not of other peoples business....
Of course, the spy aspect could be relevant from a professional perspective (depending on what actions he took or what he knew), but I'm guessing you're talking about him having an affair.
HN cares about money and tech. Don’t take morality or life advice from here.
I'd expect a board to fire a CEO over this, so he will have to be critical to the business, more than a normal CEO is critical, to survive. The market reaction to him going would also be interesting. Seems like the markets are starting to figure out what the value is here.
God god, no.
There's very little he could ever accidentally tell someone that would matter that much.
Other than handing over very detailed schemas etc, there's almost nothing important he could tell them.
Maybe some future ideas and plans, maybe some government things about the Administration, it's small peanuts.
Nvidia is an operational success, their IP is embedded within deep layers of know how and expertise.
He's the 'father' of that org, he set the tone, they like him there.
Nvidia would risk being an Intel without him.
He's the visionary behind what they do and the person who influences industries around him to make it real.
The bigger threat is Jensen selling all his stocks at peak (if he was fired). Then, this dude with $100B in the bank could've easily started an NVIIA competitor. He has every component needed for a success. This is why NVIDIA's board would never let this guy go.
He's been consistently showing up and proving himself over decades to be core to Nvidia's success - core as in leadership. I would look to sell my Nvidia shares without knowing him being at the helm.
For over a decade CUDA was nothing but a money and silicon wasting function that brought in very little extra revenue for the amount of company resources it uses. And arguably it started even before CUDA with Cg. And I will say another unpopular thing, they are in hardware business, apart from the past 1 - 2 years which they are enjoying massive success, for most of the past 30 years hardware business are 10x tougher than Software side.
Most CEO would have given up. Paul Graham invented the term to describe it, Founder Mode.
And for another note about comments elsewhere in the thread that Open AI is what brought up the current AI craze. Nvidia was already selling to OpenAI via introduction of Elon Musk in 2016.
I seriously doubt Nvidia would have been anywhere close to what they are today without Jensen's Leadership.
The one big thing I will given Huang credit for is not going all-in on blockchain and recognizing it as a bubble. NVidia never really pivoted from their core business/customers to support crypto miners, unlike what they're doing with AI.
I just was seeing very little advance-neutralizing of 1950s Red Scare talk in these comments.
This "what distraction are they trying to make" line is ridiculous conspiracism. It's completely obvious that someone leaked it to the NY Times because they are alarmed that the admin is doing nothing about what is obviously a huge national security problem.
This is just a total guess, but I assume what a lot of the board want is for him to sell as much to China or indirect channels as he can get away with. So whatever these deals were that involved this woman, they probably want him to get those deals through it he can get away with it (although they wouldn't admit it).
I see this more or less as Huang doing his job. And relative to international expectations at that level of wealth, one public affair is probably not something most of the board (presumably largely male) is going to (privately) judge him for.
So if the board is investigating, I assume what they are trying to figure out is if the US government is going to do anything (probably not) or waiting to see if there is going to be some kind of public demand for him to be removed. Or it there is something likely to come out that will cause either of those things.
Neither the board nor the US government nor investors nor the average person gives a shit about a CEO having an affair as long it doesn't compromise his ability to do his job well.
So male infidelity is not a big deal?
As always, recovery under stress is more telling than speed on the happy path.
The other name founders - Bezos, Zuckerberg, Jobs - fell into the guise of their own image propagating down their leadership chain; Huang seems to be actually leading, often by example. I'd expect his team to do ok without him, but believe only he could make some of the hard decisions, particularly now that their success is bounded by their customers'.
That is totally unprecedented.
I know others have said this is a carefully written statement, but in my culture I would feel it would be rude not to keep it private? Sorry if this sounds autistic.
- Is this person susceptible to blackmail from the secrets they're keeping?
- Has this person performed a notable breach of trust?
- Has this person displayed a notable lack of judgement?
Even when the alleged misconduct is private, #1 is of particular concern. Airing it out is an obvious way to lessen that specific concern. The allegations here raise the other concerns too, however.
It's because the woman is a member of the PRC, and it's being made into a national security issue, regardless of whether he announces it or not.
The strategic thing is for him to come forward first.
However if he cheated with a chinese spy then he was targeted by China and that raises this to a national security risk.
It also sounds like it was known something was going on with foreign agencies and Jensen, do this puts it out in the open and clears the air.
Lastly, if anyone was trying to use the affair as leverage over him, the best way to break the leverage is to just come out and spill the tea yourself (so to speak)
Because it's already public. This is called "getting ahead of/seizing the narrative"
Not long I suspect, we don't expect much from tech CEOs. Nobody even remembers when Bezos cheated on his wife.
Unless the CEO happens to be the CEO of what is considered one of the most important company for national security and future, and his private life involves somebody who appears to be a spy for the biggest competitor for world hegemony. Then it's kind of big deal for everybody.
Bedding an adversarial entity's agent in a regulated field is a serious matter (for the company) with potentially serious consequences. It can lead to executive decapitation, it can even lead to / criminal investigations if the operative bypassed export controls using executive proximity.. the fallout can be great and widespread.
It can also be a nothingburger and an amusing page six divorce story in the end where we all read how rich cry as well. Time will tell. What's telling of where this might lead and how serious it is, is that it was US federal government that warned about this.
That's the real reason that this affair is a problem. It made him blackmailable.
Jensen is as powerful as any politician, if not more so. Same with Elon, etc.
If you don't want that then get rid of the ability for such individuals to amass so much power.
They tried every persona: Sexy, shy, homely. Same sex. Confrontational. Open, but scared her overseers would punish her. Still get a ping now and then.
That’s his personal life and I fail to see why are we supposed to behave like some kind of religious zealots on marriage.
The best way to handle this should probably be to be upfront about it so that he could not be blackmailed. His only mistake was that he didn’t disclose it earlier when rumours surfaced
"I love our country and our company. I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American." sounds like the exact words one would say if one expects to be threatened of being un-patriotic and therefore cancelled in the right-wing sense. In fact it sounds like something you would hear on South Park, it's a bit ridiculous. As others have pointed out in here, affair or not, the spy label is very much up to US government opinion.
I’m not sure if this will ruin Jensen’s life or not, but it’s a good opportunity for us all to remember that the short-term high is usually not worth it.
AI and chips are, for better or worse, considered a national security matter.
It might if he loves his wife.
But I'm not sure how hard it would be to resist a honey trap.
I mean a state sponsored enterprise to get you to have sex with someone (or one of a group of people).
Getting him to have sex with her was literally this woman's day job and she was probably told it was a matter of national security.
It is quite absurd once you think about it.
I think it says a lot about what wealth does to you. A lot of people dream of wealth but I suspect many would be less than thrilled by the reality. It must be incredibly isolating. You constantly have to fend off people who are trying to use you. It must make it harder to trust anyone. A lot of ordinary life experiences are now barred to you.
For example, a lot of executives in these trillion dollar companies are forbidden from flying commercial for security reasons. Nobody would think about missing the airport and everything that entails. In most places it's an objectively awful experience but it's still a shared experience. Going to a private FBO by helicopter to take a Global 7500 direct to your destination is something only a tiny portion of the population can relate to.
So I think this kind of isolation makes such wealthy and/or powerful people more susceptible to this kind of thing because, in a way, they're starved from a lot of human interaction and experiences in a way most of us can't understand (and wouldn't want).
What really is the point of somebody hoarding this much wealth? You kind of have to have sociopathic tendencies (IMHO) because such wealth simply cannot exist without the impoverishment of millions of people. And for you it's kind of a golden prison.
[1]: https://www.vanityfair.com/style/2014/04/sergey-brin-amanda-...
I might not like airport lines but I'd hate to be forbidden from going through that process. I also couldn't just walk down the street to get a pizza. Or go out dancing at night. Or to play board games. Or take a random walk or bike ride around the city. If I was rich and everyone knew it, I'd have to live in a bubble.
That's different from "comfortable rich" where you own your own home and a retirement fund and live mostly normally.
His likely ex-wife is about to be very rich tho.
I think what you've just described is "post nut clarity". I'm sure he knew what he did immediately, but the gravity of the consequences might've taken a bit to catch up to him.
People continue to under-value the spank bank. SMH.
It's hard to say from the outside what the goals would be - pushing him in certain directions, extracting intel, etc.
That's Japan. Don't make it sound like other parts of Asia are like this.
Also the French, so it’s not exclusively a practice of East Asian people.
-NVDA Huang agreed to pay Trump 15% of sales of certain chips to China
-Trump gave Huang the "National Medal of Science"
-Huang on AF1 for last China trip
This seems like the tip of the iceberg on a major corruption story.
Malaysia doesnt even show up in the graph of owners but obviously has imported some chips.. were they illegal ones.. who knows. How much relative power does this malaysia have? If it did, wouldnt show up in the graph?
https://epoch.ai/data/ai-chip-owners?view=graph&tab=count&co...
the reason bond was made - was the guy who the novel was based on - being a double-agent couldn't be honey-trapped as he was already womanizing.
- Devils Advocate
Someone leaked intelligence assessments to the New York Times.
Maybe this was just a regular leak ... but ...
Jensen/Nvidia has not been playing ball with other parts of the AI industry and the administration, pushing heavily against export bans and promoting open source models/companies , which is clearly against the interests of SpaceX/OpenAI/Anthropic.
This is conspiracy theory territory, of course, but I wouldn't be too surprised if this was an intentional leak.
I think everyone with a brain did.
It was done intentionally to send a message to him and to wrap him over the knuckles.
Great people all round.
Consider the timing of the reporting - the first report from NYT comes out on Nov 6th - just enough time after mid-terms. Consider that follow up reporting clearly identifying Rubio as the author of the in-administration warning memo.
JD and Rubio (and who knows who else) are clearly trying to find ways to distance themselves from Trump without being completely cut to pieces, now that it's completely clear that the Trump brand is toxic.
It's not a nothing burger but if it results in Jensen leaving Nvidia that would be a travesty IMO. We shouldn't push people out for making a mistake, especially one that should in any other circumstance not become public.
Secondly if he's willing to lie to his wife and family he's obviously willing to lie to anyone for much less. It tells you something about the character of a person, how can anyone trust a cheater?
Statement from NVIDIA Board of Directors
Would that count?
This letter is just part of the ceremony of events that is expected to happen afterwards.
She was also a Chinese spy.
> It's 2026, we literally had a human child trafficking ring with multiple presidents involved and it didnt lead to anything or move the needle on stuff.
He admitted to the affair. No one has admitted to being a pedo. Much less forgivable.
This screams political hit job.
When the money is this big, all ethics go out the window.
> Andy Byron, the chief executive of New York-based tech company Astronomer, has resigned from his role after he was spotted embracing an employee at a Coldplay concert, according to a statement shared with CNN on Saturday.
Also from https://timesofindia.indiatimes.com/world/us/coldplay-kiss-c...
> Former McDonald’s CEO Steve Easterbrook was fired in November 2019 after it was discovered he had engaged in a consensual relationship with a subordinate, breaching company rules that prohibit managers from dating employees they oversee. Easterbrook admitted the relationship, calling it a mistake, and stepped down. Initially, he left with a $40 million severance package.
What other consequences do you want? Jail? Infidelity is not a crime in the US.
There was, no deflection "this is not who I am", No blaming the spy.
He owned up to his mistakes
I don't mean to belittle the letter, but Jensen's PR firm undoubtedly helped with the letter and undoubtedly had advisors who specialize in this.
Even if he didn’t know she was an intelligence asset, it’s hard to believe he didn’t at least suspect Megaspeed was a conduit to China. If you read the press reports, there were a ton of red flags.
Nvidia has also said he’ll stay on as CEO while the investigation runs. I can’t think of many CEOs who would survive this, let alone without taking any time off.
Maybe he had to do it in order to be allowed to make sales in China.
I think I may have lost some big opportunities myself when I was in crypto because I was faithful to my wife. Powerful people need people who they can control. They need kompromat.
This was most certainly known about last week and front-run by insiders(maybe NVDA insiders, more likely Trump insiders, but we will probably never know).
The only thing verifiable so far is what he did.
Watch what he does in coming days, not what he says today.
Author David Brin has been outspoken lately about politicians taking active measures at neutralizing the effects of blackmail, (which Jensen’s activity happens to match), in pointing to an older post of Brin’s: https://davidbrin.blogspot.com/2025/09/how-hero-might-escape...
(i don’t recommend reading directly as it is verbose, but summarize with AI)
How did they met? If it was a spy operation, then it will be an interesting case study to learn how the spy agency managed to connect these two without raising suspicion, and the information can serve as a warning/education.
BTW, the woman is fine, sure, but not cheating-worthy fine. Why? A escort (a.k.a prostitute) is much safer and clean option for man like him if he's THAT desperate. https://www.reddit.com/r/PeterExplainsTheJoke/comments/1xrlb...
Hmm, just like you were fully committed to your wife?
An "exposure" of affair[1] could very well be the best coverup: "couldn't control my dick" is the ultimate plausible deniability. Timing also makes sense. Better open an investigation and get it closed while this Congress is still in power, as the next one is going to be more in bed in LLM companies than hardware.
[1]: The other party is overtly a customer, not some random individual.
Yet this person immediately demonstrated political obedience before trump, calling AI "super intelligence" immediately when trump renamed it and multiple times in his twitter.
I don't have a conclusion here.
10/10 dad joke satisfaction on this one.
Props up the surveillance state with Palantir, requests privacy.
Mr. Rizzo has maintained that Mr. Huang’s interactions with Ms. Huang were “not unusual” and consistent with the kinds of meetings he has with any of Nvidia’s many customers.
It’s interesting how overall virtue signalling is presented as important whereas the bubble shaped valuation of Nvidia and built upon bubble valuations of major clients is not considered important enough for related statements or actions.
This sentence is laughable without resignation.
Jensen does not need to resign.
He needs to stop using AI for these letters. Big power requires big responsibility (cit. S.M.)
His fate will probably follow the Boston tech company CEO that got caught cheating with HR executive at a Coldplay concert.
Shocked. Shocked I tell you.
However if you lack the common sense to not fall for Chinese spies then your judgement really must be questioned.
Common sense and judgement fluctuate. Humans, you know, we're prone to entirely unpredictable moments of emotional weakness. Maybe we're hungry, maybe we're tired, maybe the missus or the kids have been sick, maybe we just don't want to face leg-day after 12-hours of strategising. As per the attack and defense argument: A defender only needs to be wrong once.
As if it were that easy? Being that rich and influental means someone out there will attempt (and succeed) to game you.
*Crash in progress.
Subject: A message to our company
Body: "I owe my family and all of you an apology.
I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.
Throughout my life, my family has given me love and support. They deserve my honesty and loyalty. Instead, I let them down and damaged the life we built together. I take full responsibility for what I did and the hurt I caused, and I accept the criticism that comes with it.
To my wife and family: I love you. I know an apology cannot undo what I have done. I hope our family will heal and that, over time, I can earn back your trust.
To my colleagues at NVIDIA, including those I have worked alongside for decades, and to our board, partners, and shareholders around the world: you deserve better from me. Leading NVIDIA is the privilege of my life. My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to NVIDIA and will work to earn back your confidence.
Regarding the national security concerns raised in news reports, NVIDIA's Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company, and I am committed to protecting NVIDIA and supporting America's national security. I am proud and grateful to be an American.
My family bears no responsibility for my choices. I do. Please give them privacy."
It is their job. You take decisions that are worth billions, you influence people that take decisions that are worth billions, and affect their countries.
They are going to study you for years. Your personality type and that of the people around you. Your weaknesses. Your problems and that of your family.
They will employ the most sweet and the most pleasurable and gorgeous honey that there is in the world to create the perfect Honey trap.
Normal people just can not imagine how sweet, specially when it has been customised around your needs and desires.
It is not just a woman wanting to have sex with you. It will be the woman in your dreams.
In that case, you also have access to practically every resource on the planet to run a background check on the person of your interest. He didn't do it; that implies a lack of judgment, so he fell short of what's expected of him.
Jensen fell for convenience, or was blindsided by some trait of her personality. Otherwise, executives use escort services all the time.
This is really not true. Spies are just people, there aren't that many of them, and they don't come "customized". The overlap of effective spies and "the most sweet and the most pleasurable and gorgeous honey that there is in the world" is very close to zero.
What you are describing is conspiracy-theory thinking or the kind of stuff you see in James Bond movies. Not real life.
Obviously spies exist, like here, but she's just... a normal woman who has a job as a spy and tried to seduce him and succeeded. He may have turned down five others who failed miserably in their attempts.
And sure they try to put together a psychological profile of the person, but that's also not really rocket science, and it's going to be pretty basic stuff. "Your weaknesses" is not going to be that exciting. Maybe he's really into expensive wines. It's not like he has a secret gambling addiction.
So let's just keep this reality-based and not fantasy-based.
That meant that the only way to attack these people was a soft attack in the form of social interactions or social media and as such it's always struck me as extremely foolish for these kinds of people to let themselves be preyed upon in this manner.
Like they have teams of people who keep them physically safe, but not mentally safe, so in the age of social media a motivated attacker can, with enough cleverness[0][1] directly reach the mind of someone who otherwise couldn't be reached.
Why does that happen?
I think it's not so much because they're juicy targets that entities with unlimited resources can meticulously target like you describe but because people like Jensen Huang or Bill Gates are very technically competent they probably lack the social skills so they're too often the Michael Scott to the Todd Packer in situations like this[2] and when a hint of opportunity to be sexually promiscuous is presented to them they seize on it without thinking of the consequences.
Think of the married blue collar dudes who pick up bored divorcees at some dive sports bar after watching the big game and then drive home drunk, juggling multiple mistresses and a family life with relative ease for years.
A manager like Jensen Huang may be able to handle multiple business units but he can't manage a single mistress handling his unit because that just isn't his skill set.
[0] https://gwern.net/doc/www/web.archive.org/5e00c6993450adc597...
[1] https://www.npr.org/2010/06/08/127564512/for-the-love-of-goo...
I heard stories of the CIA doing a class with new State Department employees, or ones at a certain level, that among other things involved the instructor "rating" everyone ("You're a 4, you're a 6, you're a 5..."), with the point being "If a woman comes up to you at a bar, and she's a 9 or a 10, she's either an escort or a foreign asset, and your safest assumption is the latter."
But if you're married, with kids, and you're willing to throw that away to chase someone else, I'd argue you have a serious personality flaw going on there.
Look at recent and current tech CEOs. Gates, Musk, Zuckerberg sure…but Amodie, Altman, Cook, Nadella seem to be in stable relationships, and stable in general.
No, not all men think with their dicks. Huang’s martial fidelity is below average.
If you join a 3 letter agency or the military or probably many government departments and contractors, you'll have to go through a background check. The more sensitive the information you have access to, the more extensive the background check. The particular employer won't necessarily care what skeletons are in your closet. They're concerned with your ability to be blackmailed or bribed. So if you get in a lot of debt, you can lose your security clearance. Some of the most successful spies have recruited with a relative pittance of money in comparison to the damage they can do.
But there's one exception to all this: if you an elected politician, you don't need to go through any of this. The FBI can't disqualify you. Even if you're in the executive, the FBI might disqualify you but the president can overrule that. Case in point: Jared Kushner [1].
There are a bunch of politicians and senior staff who are DL (ie secretly gay). There's a running joke that Grindr has an outage every time the RNC Convention is in town (eg [2]). The ownership of and access to Grindr's platform and data is actually a national security concern.
And then there's the Jeffrey Epstein of it all.
So while things like honeypots have existed and will continue to exist (as might be the case here with NVidia), you might find yourself asking "how do these powerful people fall for this stuff or end up having dirt?" whereas I think you should be asking "do these people become powerful and/or rich because they're compromised or can be compromised?"
Someone who is compromised is on the team and won't rat you out. It's mutually assured destruction.
I'm really not sure what we do about it. Ideally politicians should be able to pass security clearance background checks but that's a moral hazard as the agency, whose head is a political appointee, could effectively veto certain candidates. This has the hallmarks of the J. Edgar Hoover years.
A system intentionally filtering out people with integrity who aren't compromised is a sobering and depressing thought.
[1]: https://www.nbcnews.com/politics/donald-trump/officials-reje...
[2]: https://www.newsweek.com/grindr-app-crashes-milwaukee-rnc-19...
The people in here acting like they would be immune to all this are kidding themselves.
I think most normal people have tried Doritos at some point, which are the flavour-equivalent of what you’re describing here. It’s food designed to satisfy your human needs and desires.
> Normal people just can not imagine how sweet, specially when it has been customised around your needs and desires.
She’s a woman, not a sweet from Willy Wonka’s factory. If you find yourself thinking “wow, she couldn’t be more perfect, it’s like she’s too good to be true” then perhaps as the CEO of a billion dollar company with national security concerns you should consider hey, maybe she is too good to be true? Maybe look into that?
All else aside, if you find yourself being tempted, you make sure she isn’t around you. The CEO compensation more than makes up for your sacrifice.
Lol. Jensen Hueng's case was likely figured out in a smoke filled room somewhere in the bowels of some intelligence agency in China, agents passing around pictures of Jensen while puffing on cigarettes. One them tosses a picture on the table and just says 'he always wears that leather jacket'. The others nod, and one them sucks in the air while shaking the ashes into an ashtray, 'We have a few candidates in mind'.
So just hire women? Sounds like an incredibly simple solution to being security compromised.
There's a lesson in there somewhere.
“It takes the machinations of an intelligence apparatus more powerful than you can comprehend to make a rich guy cheat on his wife” lmaooo
https://www.espn.com/nfl/story/_/id/49712639/49ers-owner-jed...
But another reason why as someone of such a high caliber you should never be alone with other women. Always have a bodyguard or something, surely you can afford someone…
we will never know
The consequence of this for security is twofold. First, compromising someone with sex is both much cheaper than compromising someone with direct payments of money and much easier to hide in an operational sense. Second, this is particularly so when the married mark's image (even sincere mentality) is one of rectitude and hard work and so forth.
No, you do not.
is it pre consumer level trading, with institutional trading happening on different time windows?
i guess we'll actually find out if he gave away useful nvidia secrets in years from now, but by then the tech might not matter all that much to Nvidia.
he was cheating on his wife before now, and Nvidia was doing just fine
The US National Security blob certainly cares, but not because of the infidelity.