* Megaspeed was evading US sanctions against China
* Megaspeed CEO was a Chinese state agent
* Huang was sleeping with Megaspeed CEO
Therefore, one of the following must be true:
(1) [Unlikely] Huang knowingly supported the evasion of sanctions. If so, he should be fired for breaking the law.
(2) Huang was tricked. If so, his judgement is now suspect.
Huang's argument is (2). In this case, the evalaution of his judgement is:
(A) Is this a one-off mistake? If so, he should be retained - he's human.
(B) Is this a pattern? If so, he should be fired - he's an ongoing risk (e.g., via regulatory action).
Huang resigned because the second affair indicated (B) - he's an ongoing risk.
As a result, the question of "who knew what when" is actually beside the point. Retaining Huang risks ongoing, overwhelming government action for evading sanctions - and the board members want 0 personal liability in that investigation.
(1) [Unlikely] Huang knowingly supported the evasion of sanctions. If so, he should be fired for breaking the law.
(2) Huang was tricked. If so, his judgement is now suspect.""
No - it's absolutely not a choice between those two things and neither are likely.
A company bought some chips from Nvidia - and illegally moved some to China.
That's it.
Jenson knows many of Nvidias customers. Probably thousands.
He's not 'tricked' because he doesn't have some magical 'judge of character' - the insinuation is preposterous.
--> Companies do illegal stuff all the timee; this one was skirting export laws.
That's it.
He's not a mind reader, and she's probably not a spy either, I'm sure she told the CCP some things because that's how it works in China, just as US citizens tell US gov a lot of things as well.
Ultimately he bears some responsibility, and there's enough concern to look into it, but this is Occam's Razor - the lady was back door shipping gear, just as thousands of business do.
Just as more than 50% of the materials in Russian cruise missiles are 'made in USA' - and illegal 'smuggled' into Russia, and by 'smuggled' I mean sent in the regular mail.
If the Singaporean data center company is owned/controlled by China, that might make it illegal.
A lot of companies are selling GPUs and such services clandestinely.
Sure let's use this example. Do you think Northrup Grumman's CEO would keep his job after sleeping with a Russian spy who shipped billions of $ of export-controlled missile parts to Moscow?
Like, c'mon. This is literally a TV spy thriller plotline.
To address your more concrete claims:
> He's not 'tricked' because he doesn't have some magical 'judge of character' - the insinuation is preposterous.
You misunderstand. Judgement != judge of character. Someone who is a a bad judge of character might marry a cheater. Someone who has bad judgement would BE a cheater.
The bad judgement was "he makes himself easy to blackmail" - we know he was at least once.
> He's not a mind reader
He doesn't need to be. He needs to be hard to blackmail, and he didn't.
> She's probably not a spy either [...] the lady was back door shipping gear, just as thousands of business do
She did so at the largest scale, backed by Chinese state-run businesses. Running a drug smuggling cartel is worse than selling your buddy some dope. She was running the proverbial cartel.
-> She is not a 'spy'. This is tabloid nonsense. She was in contact with the Chinese government, just like Jensen is in contact with the US government.
Jensen is not being fired for that, he's ultimately being fired for his many personal relationships which apparently broke the camels back.
-> "The bad judgement was "he makes himself easy to blackmail" - "
Nonsense. He was not blackmailed - and - what does 'sleeping with some random lady' resulting in blackmail have to do with this situation? You're projecting onto the situation, just like the media has with the 'spy' word.
Elon uses drugs and visited Epstein's 'rape paradise' (or tried to). That's bad judgement.
-> "He needs to be hard to blackmail, and he didn't."
Canard. Blackmail has nothing to do with this.
-> "at the largest scale, backed by Chinese state-run businesses."
Again more hyperbole - there are innumerable 'state related' businesses in China. The company was not flagged by the State or Commerce Department.
Nobody in US gov told Nvidia to do anything about anything, the whole national security angle is complete BS. If it was important, they would have said something.
Also - Amazon, Space X, Beoing, Microsoft, Google, and even Meta have 'State relations' hat run very deep, there's a mini division at Meta just to handle FBI requests.
This is a bag of GPUs for gosh sakes. These are not weapons being used to bomb civlians in Ukraine.
"Spies!" , "Blackmail!" , "GPUs National Security" , "They had Sex!" - this is almost entire tabloid fodder.
A lady wanted to make some money, and secured some access to some parts, the CEO slept around on his wife that's it.
I used to work at a company where the sanction was around something mundane like Excel or something, and we had to make it an urgent priority to ban all users from Russia to access ... spinning the wheel ... our spreadsheet functionality.
My co-workers and I found it funny that US decided to ban Russia from using an online Excel-like functionality.
The idea that he would somehow not know that they mostly end up in China is ridiculous to me. That guy must be connected up the wazu
original article: https://www.axios.com/2026/11/11/bessent-lutnick-megaspeed-n...
full article: https://archive.is/tAVBq
https://www.ft.com/content/190e5eea-7461-4b26-8b69-17a3288e3...
It is almost adorable how naive this statement is.
For export controlled items like weapons, nuclear materials, GPUs, etc. you have to file for an export permit where you attest that you have performed sufficient due diligence and KYC that you strongly believe the person you are selling to is the end user.
You are literally accepting 100% liability for the items until they are returned to the US or irreversibly destroyed.