Think 危机 (Wēijī)—Not "Coup"
Jensen Huang is facing a perfect storm where private misconduct, corporate governance failures, and national security violations have converged. The scandal has effectively forced a long-delayed U.S. government crackdown on Chinese chip diversions, at the cost of Nvidia’s leadership stability. Whether this results in Huang’s ouster remains a board decision, but the political and reputational pressure has reached a tipping point where "shielding" him is no longer a viable option for the directors. 1. The Core Allegations: National Security, Not Finance The scandal is fundamentally about U.S. national security and export controls, not insider trading. The Spy Allegation: Alice Huang is allegedly recruited by China’s Ministry of State Security (MSS). Her dual mission was to gather intel on Nvidia’s AI strategy and to lobby for the availability of advanced chips in China. The Mechanism: Megaspeed, Alice Huang’s Singapore-based data center firm, is under DOJ investigation for alle...