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把黃仁勳拉下馬的那份機密備忘錄，到底是誰偷塞給《紐約時報》的？ 白宮科技顧問 David Sacks 在節目上直接把水攪渾，點出這場風波根本有「兩條暗線」同時在跑。 第一條線是 Alice Huang 到底有沒有跟北京扯上關係、甚至搞晶片走私。這部分當局正在查，Sacks 自己也認同頂尖晶片不能流進中國，真有走私就該徹底封死。 但真正要命的是第二條線：11 月 6 日《紐約時報》突然拿著一份高度機密的情報備忘錄開炮，短短六天就把黃仁勳逼到交出帥印。Sacks 把話講得很死，把機密情報洩露給媒體本身就是重罪，過去一堆人因為這條罪名被起訴坐牢。 他當場翻出舊帳對比：當年川普的海湖莊園（Mar-a-Lago）被聯邦探員抄家、拜登連自家車庫都被翻個底朝天，全都是因為幾箱機密文件。結果現在華盛頓有人直接把核心機密捅給《紐約時報》當武器使，卻沒半個人被抓去問話？ 抓走私歸抓走私，洩密這筆帳要是不查個底朝天，華府這場內鬥戲碼恐怕還沒演完。

欲加之罪，何患无辞。 CNN 最新报道称，美国情报部门至今都没有足够的证据证明 Alice Huang 是间谍，连美国司法部都承认尚未得出结论。 黄仁勋都已经辞职了，结果现在告诉大家，间谍身份还没确定？这套传统扣帽子的流程是真熟练，帽子先扣上，证据以后再说。

U.S. NATIONAL SECURITY IS DAMAGED WHEN CHINA GETS ADVANCED AI CHIPS Doesn’t matter if that happens because the person is a spy, a useful idiot or just a tech businesswoman having an affair with Jensen Huang. Alice Huang used Jensen to get advanced AI chips to China. Get it?

Dylan Patel says Alice Huang was telling everyone on WeChat she could get them Nvidia chips in China, and Jensen probably knew "I actually don't think she's a spy in the colloquial sense. And I don't think she's a honeypot in the colloquial sense. She is a well-connected individual in the Chinese, you know, business world and family." "And if you're well connected in China, if you're well connected in America, you will talk to intelligence agencies when they tell you to." [ The CIA was asking me for your personal phone number and I had to tell him to take a hike. ] "She was clearly like showing everyone on WeChat she is close to Jensen and can get them chips in China. Jensen, did he know? Probably." "But like Super Micro didn't have to honeypot Jensen to ship billions of dollars of servers to China, right?"

Here’s why Jensen Huang did NOT fall for a “Chinese honeypot.” 1. China doesn’t actually want Nvdia chips. They ordered their biggest tech companies to CANCEL orders. 2. Almost 1 MILLION Nvidia chips are stranded in Hong Kong as China won’t let them in the mainland. 3. Nvidia itself said China tells customers to purchase and use “China-based competitors” 4. Commerce Secretary Howard Lutnick admitted it’s because using Nvidia gets China "addicted to the American technology stack” 5. Alice was DISOBEYING China by smuggling chips. Chinese authorities were INVESTIGATING her. 6. The ONLY source of her being a honey pot is “U.S. intelligence”. NO ONE knows what the intelligence actually is.. 7. The US Attorney General admitted the DOJ has NOT determined she was a spy… Fake news took down one of the most powerful CEOs in the world from the company he founded. Thats what happens to non-pedo billionaires.

11月13日，美国情报来源称，目前的证据并未证明黄乐（Alice Huang）是中国间谍，CNN援引多名消息人士称，尽管FBI调查已超一年，美国司法部仍未对其身份下结论，国家情报总监办公室部分官员认为“间谍”说法夸大其词，CIA 也认为现有情报不足以证明她有意向中国输送情报。‌‌（CNN）

🚨JUST IN: Alice Huang, who reportedly had an affair with former $NVDA CEO Jensen Huang, has officially been found NOT to be a Chinese SPY, per CNN. @grok is this bullish for $NVDA?

老黄被国会追着要证词，绕不开新加坡：英伟达 2025 财年有 237 亿美元的收入开在新加坡，占了快五分之一，后来新加坡这一栏从财报里没了🧐 我把英伟达最近两份年报翻了一遍。 2025 年 2 月那份写得很直白，客户在新加坡统一开票，货几乎都运去了别的地方，实际运到新加坡的不到 2%。 开在新加坡的收入，三年从 23 亿涨到 68 亿，再到 237 亿。 从去年秋天那个季度开始，英伟达改成按客户总部在哪算，之前几年的数也一起重算了。英伟达的说法是这样更能看出收入从哪来。 今年 2 月的年报里，新加坡这个词一次都没出现。 这次出事的 Megaspeed 就是一家新加坡公司，Alice Huang 是它的前高管。C4ADS 9 月的报告说，Megaspeed 前几年一共买了大约 46 亿美元的英伟达硬件，Megaspeed 否认走私。 众议院三个委员会要老黄 12 月 1 日来闭门问话，要弄清的就是中国情报和芯片有没有被转走。 我猜新加坡这 237 亿，那天一定会被问到。