The Information is reporting (paywall) that regardless of what multiple investigations unearth about NVIDIA CEO Jensen Huang’s affair with a suspected Chinese spy, the scandal is likely to spur Congress to impose tighter export controls on the advanced processors used in AI data centers. There’s been a big bipartisan push for this in Congress for a while but it’s largely been headed off by White House resistance. That resistance seems to center on Trump himself and the small coterie of Silicon Valley advisors who run AI policy at the White House. As I noted in this post, the argument for tight export controls seems pretty strong to me, certainly if we’re operating on the premise that U.S. superiority in AI development is a critical national security interest.
The Times’ Maggie Haberman is currently appearing on CNN to discuss the Jensen Huang story. She confirms that, according to Times reporting, Trump was first briefed on Huang’s relationship with suspected Chinese spy Alice Huang (no relation) late last year. She said about this time last year. So the key details here have been known and seemingly ignored for a whole year.
It’s hard to know how seriously to take the Pete Hegseth impeachment vote in terms of its eventual outcome. Are we actually going to have a trial? Will he resign? Now outgoing Speaker Johnson says he may not send the impeachment article to the Senate? What stands out most is what’s not happening. There’s no real defense from the White House or anyone else in the GOP/MAGA sound machine. The White House posted a couple videos on social media. Obviously they’re on record saying they don’t support it. But that’s really about it. You can imagine the thermonuclear (maybe literally) response to anything like this at almost any point in the last two years. But now? The vibe here is something like “rough what happened to Pete. I guess not everyone makes it after a rough midterm like that.” Oh well …
Last month I had a conversation with a high ranking AI executive who told me that the fundamental reason for the U.S. lead over China in AI development was U.S. access to high-performance NVIDIA processors. The Biden administration placed export controls on those chips targeting China back in 2022. The Trump administration sort of loosened those controls though, for a variety of reasons, that shift in policy hasn’t translated into that much actual change in practice. This struck me at the time: this is a wildly anti-China administration; it’s a wildly pro-AI administration which premises everything on the need to maintain a strategic AI edge over China; but it’s more open to allowing China access to these chips that are central to U.S. dominance in AI? How can that possibly make sense?
This conversation has been on my mind for the last couple weeks as we’ve learned more and more about the spy scandal enveloping NVIDIA co-founder and CEO Jensen Huang. To bring you up-to-date, yesterday, NVIDIA’s board announced that it would investigate Huang’s relationship with Alice Huang (no relation), who U.S. intelligence believes is a Chinese spy. This came shortly after Jensen Huang admitted in an email to NVIDIA employees (immediately made public) that he had carried on an extramarital affair with Alice Huang.
Want to keep reading?
Create a free TPM account to finishing reading this article.
