The Aporia
Cowen, T. (2026, November 10). Tyler Cowen: Jensen Huang’s Secret Is Out. Who’s Next? The Free Press. https://www.thefp.com/p/tyler-cowen-jensen-huangs-secret-is-out
Cowen, Tyler. “Tyler Cowen: Jensen Huang’s Secret Is Out. Who’s Next?” The Free Press, 10 Nov. 2026, https://www.thefp.com/p/tyler-cowen-jensen-huangs-secret-is-out.
Cowen, Tyler. “Tyler Cowen: Jensen Huang’s Secret Is Out. Who’s Next?” The Free Press, November 10, 2026. https://www.thefp.com/p/tyler-cowen-jensen-huangs-secret-is-out.
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As of November 9, 2026, Nvidia CEO Jensen Huang admitted to having an affair with a businessperson suspected by U.S. intelligence to be a Chinese spy, leading the company's board to initiate an independent investigation. The stock price of Nvidia dropped by 8% after the news was released on October 25, reflecting investor concerns over potential national security issues. On November 8, the Republican-led foreign affairs and intelligence committees requested Huang to testify at a closed-door briefing next week regarding Nvidia’s “security protocols against foreign adversary espionage.” China has rejected these allegations as "smears," while U.S. President Donald Trump spoke with Huang on November 9, expressing concern for his well-being but also indicating an FBI investigation into the affair. The scandal has emboldened Washington's China hawks to push for stricter export controls and increased scrutiny of Nvidia’s dealings with China.
It may look like merely the latest story of a wealthy, powerful man making an irresponsible decision. But below the surface, it is also a harbinger of the erosion of privacy today, as well as the acceleration of espionage and the increasing value of secrets.
More time and resources are going to be devoted to uncovering secrets, with honeypotting only one part of a larger picture: more spying, more attempted honeypotting, more private surveillance, more attempts to record (and search, using AI) conversations, more hacks of phones and computers, and more attempts to use AI to figure out the details of people’s lives and plans.