Financial Times has a big story on it and NYT and BLoomberg are in too.
Jensen Huang per US intelligence was sleeping with Alice Huang an Chinese Spy who is an exec with a company called Mega Speed.
Intelligence briefed several members of the Trump administration about this, and disclosed their belief was Alice Huang was conducting a honeypot scheme to get Jensen to lobby the US government to loosen controls of shipping Ai chips to China.
The Trump admin did.... NOTHING! Jensen has in fact been lobbying the US government to do just that and surprise, they did, they allowed Nvidia to ship chips to China that would otherwise have been banned AND they looked the other way and didn't enforce export regulations that would have resulted in fines and arrests
I don't use X but Chris McGuire on X has the full story there.
Given Financial Times, NYT and Bloomberg aren't exactly Truth Social it's HIGHLY likely this is true.
If so Nvidias stock is going to absolutely tank and the markets will likely follow.