Gary Marcus 评黄仁勋婚外情风波：谁在何时知情

Gary Marcus：The Road to AI We Can Trust·2026-11-09 10:04· 2 小时前AI 评分62

The Huang Affair: What did they know and when did they know it?

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Gary Marcus 撰文称，黄仁勋在致 Nvidia 员工的信中承认与涉芯片业务的 Alice Huang 有婚外情，作者转述其涉嫌中国间谍与芯片走私的说法属未经证实的指控。文中梳理国会拟调查、Rubio 备忘录、Nvidia 此前否认等各方知情情况，并指出 Nvidia 期货下跌且无明确接班计划，事件可能冲击 AI 投资市场。

正文 · 原文

It’s no longer just a rumor.

In a letter to Nvidia employees earlier tonight, Jensen Huang admitted that he had an affair with Alice Huang (no kinship relation so far as I know), who was involved in the chip business, perhaps trafficking in Nvidia chips, and is believed to have been a Chinese spy.

China undoubtedly wanted Nvidia chips and Jensen Huang seems to have supportive of this. Worse, he probably had inside info on the administrations thinking on export controls, which would have been of considerable interest to the Chinese government.. The apparent facts are absolutely wild:

Nvidia is investigating. As I noted here a few days ago, some members of Congress had already invited Huang to discuss the matter, even before Huang’s confession.

Much will be written about all of this. One important question is: who knew what about this and when.

At least a few people had already speculated about it a year ago, based on a photo from June 2024:

President Trump appears to have known about this a year ago, and chose to do nothing about it. Instead, he remained close to Jensen Huang, e.g., calling Jensen while he was on stage two months ago.
It is entirely possible that Jensen Huang may have passed state secrets from Trump to Alice Huang. Certainly Jensen Huang was allowed to continue to lobby the President around sensitive U.S. policy matters around chips and China. The incoming Congress is certain to investigate. (For good measure, Trump probably just made things worse for himself by pretending everything is totally fine.)
Marco Rubio apparently oversaw the drafting of a memo about the risks this Spring that apparently when nowhere. (Probably a lot of people knew about the memo. Congress will want to know who.)

Nvidia should have known about it, but as recently as one week ago claimed not to:

This too will be investigated.

Also to be investigated will be the extent to which Nvidia chips have made it China illegally, and the extent to which anyone at Nvidia might have known about this.

The combination of money, power, sex, AI, international politics, and an incoming congress eager to push back against the tech titans is about to explode in ways none of us could have imagined just a couple weeks ago.

Already Nvidia futures are falling:

Worse, Nvidia, which is at the center of the generative AI boom, has no obvious succession plan. It’s entirely possible that Jensen will ultimately have to resign.

Heaven only knows what happens then.

Conceivably it could tank the whole AI investment market, as this tweet notes. ((the opening line is presumably facetious).

Things are about to get very wild. Exactly how wild is anyone’s guess.

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P.S. Bonus cartoon from a reader:

来源：Gary Marcus：The Road to AI We Can Trust · garymarcus.substack.com

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