Techmeme: Sources: Nvidia employees, known for their fierce loyalty to Jensen Huang, have been left stunned and some are angry at the news of his extramarital affairs (Michael Acton/Financial Times)

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November 12, 2026, 7:05 AM

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Wall Street Journal:

Sources: Nvidia's board is preparing to oust Jensen Huang after he had two extramarital affairs, one with a suspected Chinese spy; NVDA drops 5%+ pre-market — Move follows company investigation into an affair with a Chinese woman alleged to be a spy — Nvidia's board is preparing …

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New York Times:

Sources: Jensen Huang had an extramarital relationship with Nvidia VP of Healthcare Kimberly Powell, who reports to him; the affair was discussed inside Nvidia — Mr. Huang, Nvidia's chief executive, is already facing scrutiny over an affair with a Chinese businesswoman who U.S. intelligence determined was a Chinese spy.

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Bloomberg:

Source: Nvidia's board is working with an outside firm to identify possible replacements for Jensen Huang and weighs naming a temporary CEO during the search — Nvidia Corp.'s board has been working with an outside firm to identify potential replacements for Chief Executive Officer Jensen …

Lingling Wei / Wall Street Journal:

Sources: Alice Huang's business partner and husband Kang Wei spoke openly of her Jensen Huang relationship; Wei, who knew Jensen for a decade, introduced them — Kang Wei appeared to accept that his wife Alice Huang was in a romantic relationship and spoke openly of her closeness to the Nvidia chief

More: The Indian Express, Livemint, and India Today

X: @jchengwsj, @scottmstedman, @rohanpaul_ai, and @dennisw5

Semafor:

Sources: some Nvidia board members favor naming CFO Colette Kress interim CEO; an administration official says the board briefed the White House on its meeting — Some members of Nvidia's board favor appointing Chief Financial Officer Colette Kress as interim CEO, according to people familiar with the matter.

More: Washington Post, Daring Fireball, The Asia Business Daily, Reuters, Bloomberg, ANI News, and Seeking Alpha

X: @zerohedge, @bradneuberg, @semaforben, @wholemars, @rachelvt42, and @shaunralston

Bloomberg:

Sources: Megaspeed founder Alice Huang has returned to China; a source says she is currently living in Beijing with the knowledge of security officials

More: Semafor, Dow Jones Newswires, CNBC, South China Morning Post, The Indian Express, The Asia Business Daily, Seoul Economic Daily, The Straits Times, and Livemint

X: @mirandadevine, @chafkin, @annmarie, @jenvanlaar, and @kyliejanekremer

Michael Acton / Financial Times:

Sources: Nvidia employees, known for their fierce loyalty to Jensen Huang, have been left stunned and some are angry at the news of his extramarital affairs

More: Reuters, Fortune, CNBC, The Peninsula Newspaper, Vanguard News, Yahoo Finance, Storyboard18, The Irish Times, Korea JoongAng Daily, The Asia Business Daily, StrictlyVC, ABC13, ASIATODAY, Seoul Economic Daily, Taiwan News, and The Asahi Shimbun. X: @caldbeckj

Bloomberg:

Beijing says “the US should stop fabricating the so-called Chinese spy narrative as a pretext for imposing technology restrictions”; Trump and Xi meet next week

More: Forbes, Financial Times, Reuters, France 24, RTHK, and Channel NewsAsia

Bloomberg:

A look at Nvidia's 10-person board, many of whom have known Jensen Huang for decades, including attorney Stephen Neal, VC Tench Coxe, and academic John Dabiri

Bloomberg:

A look at potential Nvidia CEO candidates, including CFO Colette Kress, CUDA inventor Ian Buck, Arm CEO Rene Haas, and Apple Chief Hardware Officer Johny Srouji

More: Wall Street Journal, BBC, Seeking Alpha, Times of India, and Seoul Economic Daily. Bluesky: @noz.am

Financial Times:

AMD's shares rose 4%+ pre-market, after closing up 7.3%, and Broadcom gained 2.4% pre-market, following a 4% gain, as Nvidia's board weighs ousting Jensen Huang

More: CNBC and Barron's Online

Axios:

Sources: Howard Lutnick has stalled curbs on companies suspected of diverting Nvidia chips to China; Trump approved curbs for a third time in 2026 on November 5 — President Trump on Thursday authorized a crack down on companies suspected of diverting Nvidia's advanced AI chips to China …

Reuters:

Sources: Chinese AI companies are rushing to rent Nvidia compute capacity overseas amid fears of tighter US restrictions after the Jensen Huang spy scandal — Chinese artificial intelligence companies are trying to rent Nvidia-powered computing capacity at data centres outside China …

More: CNBC, Political.org, and Unite.AI. X: @andrewcurran_

Leo Schwartz / The Information:

Sources: the US Commerce Department is finalizing a semiconductor control update that would prevent remote access and chip smuggling into China via data centers — The Commerce Department is finalizing a long-awaited rule that will prevent Chinese AI firms from remotely accessing advanced …

More: Seoul Economic Daily. X: @nickwingfield, @jukan05, @jingyanghk, @amir, and @jakehalloran1

Axios:

Sources: Scott Bessent confronted Howard Lutnick last week over the Commerce Department not adding Megaspeed to its entity list; the agency denies it occurred

More: New York Times, Axios, The Indian Express, Wall Street Journal, and Business Today

Bluesky: @timobrien and @sarahposner

Wall Street Journal:

Sources: some Trump officials questioned Jensen Huang's push for Trump to allow more chip sales to China, even before his affair with Alice Huang became public

More: Barron's Online, New York Times, CBC News, and The Asia Business Daily

X: @schwartzbwsj, @sonusvarghese, @davidclinchnews, @edzitron, @scottmstedman, @verambergen, and @dyshor

Jonathan Weil / Wall Street Journal:

Nvidia stopped reporting Singapore revenue after the quarter ended July 2025, when it accounted for 22% of its revenue, after placing Megaspeed on a blocklist

More: Investing.com. X: @hamandcheese, @edzitron, @jonathanweil, @edzitron, @nicholas_yhchan, @kobeissiletter, @doomdotorg, @rdd147, @ns123abc, @joshkraushaar, @staunovo, and @qtrresearch. LinkedIn: Jonathan Weil. Bluesky: @carlquintanilla

Joe Miller / Financial Times:

China hawks and Big Tech critics on Capitol Hill are building bipartisan support for tighter export controls, as Jensen Huang falls out of favor in DC

More: Reuters, Associated Press, and Australian Financial Review

X: @alex_callinicos, @amasad, @dream1984tube, @yesokyeahsure, and @the_ai_investor

Todd Bishop / GeekWire:

AWS releases AWS Emulator, a free tool that simulates 200+ services locally, saying AI agents wrote it and its team hasn't written or reviewed any of its code — AWS says its engineers didn't write or review a single line of code in its newest developer tool, and the company is touting that as a selling point.

Google:

Google launches Gemini Decisions API, powered by its new Gemini Decision 1 model, to return predefined answers with confidence scores, at $0.10/1M input tokens — Introducing the Gemini Decisions API, powered by our new Gemini Decision 1 model. Evaluate up to 1,000 yes/no, choice …

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Forums: Hacker News and r/Bard

Mike Wheatley / SiliconANGLE:

Lumbra, which is developing tech to orchestrate AI agents in ultra-secure computing environments for the intelligence community, raised a $25M Series A — When it comes to matters of national security, it's vitally important to ensure that the right intelligence gets to the right decision-makers …

More: Lumbra, The SaaS News, FinSMEs, Tectonic Defense, and Unite.AI. LinkedIn: Lumbra

Alison Sider / Wall Street Journal:

United Airlines says it will block third-party AI assistants from booking tickets to protect its customers' data, citing potential FAA and DOT rule violations — The carrier says automated assistants present data-privacy risks; 'I don't want to create another middleman'

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Janko Roettgers / Lowpass:

Roku says it will wind down sales of smart home hardware to focus on streaming, days after Fox closed its acquisition, but will keep supporting existing devices — No more cheap cameras and light bulbs … Roku is done with light bulbs and smart switches: The streaming device maker …

More: Engadget, LightShed Partners, Gizmodo, Cord Cutters News, RuntimeWire, and TheDesk.net. X: @foundrceo

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