Shares slide after disclosure of the relationship
The Guardian’s Today in Focus podcast examined on Thursday the affair between Nvidia chief executive Jensen Huang and a woman US intelligence services believe is a Chinese spy, devoting the episode to what the paper billed as an examination of “the scandal rocking the world of AI.” Presenter Helen Pidd worked through the story with the paper’s global technology editor, Dan Milmo.
The affair emerged on Sunday, the Guardian reported. Since the disclosure, the paper said, the AI giant’s stock has been sliding and Huang’s position at the company has come under question.
Milmo talked through the scandal that the Guardian described as one that “has rocked both Silicon Valley and the financial markets.”
According to the Guardian’s account, US intelligence services believe the woman involved in the relationship is a Chinese spy. The paper flagged the uncertainty of that assessment in the episode’s title, “The (alleged) spy who loved me.”
On the podcast, Pidd posed the question at the center of the episode — how the head of one of the most technologically advanced companies in the world, the creator of the superchips used to power the AI boom, could, in the Guardian’s words, “allegedly fall for one of the oldest ruses in the book.”
The company’s scale and its chief executive’s wealth frame the stakes. Nvidia is one of the biggest companies in the world, and the Guardian estimates Huang’s personal fortune at around $150bn (£112bn).
The episode was presented by Helen Pidd with Dan Milmo, produced by Ruth Abrahams, Tom Glasser and Brian McNamara, with Sami Kent as executive producer. The Guardian published it at 4am Central European Time on Thursday 12 November 2026.