PDB Afternoon Bulletin | November 10th, 2026: New Nvidia Espionage Revelations & Iran's Threat to U.S. Forces in Britain

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First up, the NVIDIA Chinese spy scandal takes another turn, with new revelations suggesting an alleged intelligence operative held a copy of the NVIDIA Chinese spy scandal. The NVIDIA Chinese spy scandal takes another turn, with new revelations suggesting an alleged intelligence operative held a copy of the NVIDIA Chinese spy scandal. funnel billions of dollars in advanced American technology to Beijing. Now, there should be a grand total of zero people shocked by China's efforts to steal technology, acquire intellectual property, and engage in economic espionage. Later in the show, the U.S. military evacuates aircraft from a second base in Britain, But first, today's afternoon spotlight. The Chinese espionage scandal surrounding NVIDIA CEO Jensen Huang may be far more damaging than anyone initially imagined. New reporting suggests that a suspected Chinese spy, Alice Huang, who developed an intimate relationship with Jensen Huang, helped facilitate billions of dollars in advanced American AI chip shipments to China. And in another development, we're learning that a federal investigation into the company at the center of the U.S. economy is underway. One of those shipments was abruptly suspended following an interesting intervention by NVIDIA's own legal team. What? Possible corporate self-interest above national security concerns? Who would have thought that? Together, the revelations are providing our first glimpse into the potential consequences of this alleged intelligence operation. Let's start with the money, shall we? According to a new investigation by the information, Alice Huang, the Chinese businesswoman that American intelligence believes was working for Beijing, helped facilitate at least $7.5 billion in NVIDIA chip shipments to Chinese companies. The report, citing two people familiar with Huang, describes an elaborate network of companies stretching across China, Singapore, and Malaysia. At its center was a Chinese company called Shanghai Century Litong, established in June of 2023. Within four months, that company had reportedly secured preferred cloud partner status with NVIDIA, looking to expand its business. Where could them go? Giving it priority access to the American chipmaker's products. Corporate records linked the company's original ownership structure to Alice Huang's sister, Huang Yu, who subsequently exited the business in 2024. And the plot thickens. Meanwhile, Alice Huang held an executive position at Megaspeed, a Singapore-based company purchasing enormous quantities of NVIDIA's advanced processors. According to the information report, she leveraged her personal relationship with Jensen Huang, to establish credibility and secure supplies of NVIDIA hardware, particularly when orders involving export-restricted chips encountered obstacles. The network reportedly helped move approximately 240,000 NVIDIA processors into China, including H100, H200, and some A100 chips. Washington, of course, has sought to keep advanced processors out of Beijing's hands because of their importance to artificial intelligence development. Among the companies reportedly benefiting from the NVIDIA process, from this network were Chinese technology giants Alibaba and Tencent, along with smaller AI laboratories. Some of the technology was allegedly shipped physically into China. In other cases, Chinese customers rented computing capacity from data centers operating outside the country. And that distinction is somewhat important because renting computer power overseas is not necessarily illegal. But the allegations raise questions about the primary purpose of Beijing's alleged intelligence operation. Notice I keep saying alleged. Was the goal to obtain Intel from NVIDIA's CEO through the development of an intimate relationship? Or was it to use the relationship to facilitate the acquisition of advanced American technology that Washington was actively trying to restrict? Well, here's a pro tip. In reality, the answer to what China was hoping to gain from the targeting of Jensen Huang was all of the above, meaning a source of information, an access agent to the White House to influence U.S. policy, a means of facilitating access to restricted technology. China's Intel apparatus had a big wish list for this particular operation. And as an aside, once Alice started sleeping with Jensen, there were some promotions handed out in Beijing. Now, here's another twist in this complicated story. According to a separate investigation published Monday by The New York Times, American authorities were already investigating Megaspeed over suspected chip smuggling when their work came to an unexpected halt. The Commerce Department opened its investigation in 2024 after Megaspeed began importing billions of dollars worth of NVIDIA equipment into Malaysia. Investigators suspected that some of those processors were being illegally diverted to China. Well, that's a good suspicion. You're probably right. Oh, as it turns out, they were right. But in August 2025, something unusual happened. NVIDIA's general counsel, Tim Teeter, contacted Commerce Department investigators seeking information about their Megaspeed, In his correspondence, the general counsel invoked Jeffrey Kessler, a senior Commerce Department official appointed by President Trump, indicating that Kessler had authorized NVIDIA to communicate with investigators. Hmm. According to The Times, the message alarmed several federal agents. Kessler was their superior, and some investigators worried that NVIDIA's apparent access to a senior official could compromise their investigation. The agents forwarded the correspondence, Kessler subsequently instructed them to handle the case strictly by the book. The reporting does not establish that he ordered investigators to share information with NVIDIA or otherwise interfere with their work. Nevertheless, the incident triggered discussions among federal officials about the integrity of the investigation. The Justice Department ultimately requested that Commerce suspend its work, and the case was transferred to the Department of Justice for a criminal investigation. That investigation was a success. The investigation reportedly remains very active. But according to The Times, some investigators were frustrated by that interruption, believing that it may have prevented the government from acting more quickly to stop potentially unlawful technology shipments. There is another important detail. Other federal agencies reportedly proposed placing Megaspeed on an American trade blacklist, which could have severely restricted its access to U.S. technology. Commerce never took that step. The Department maintains that it, while NVIDIA says it, routinely communicates with government officials to assist enforcement efforts and ensure compliance with American export controls. Hmm. We're just checking, Commerce. Will it be all right if our CEO sleeps with a Chinese spy? We're just checking. Again, there is no established evidence that NVIDIA deliberately obstructed the investigation or that Jensen Huang knowingly assisted Chinese intelligence. Look, over the decades, China's intel operations have been very successful using unwieldy technology. They've been able to use unwielding contacts to obtain critical intelligence. Now, they would prefer having a witting or cooperative contact or asset, but they'll take whatever opportunity or approach is available. As we've previously reported, President Trump was briefed in October 2025 about American intelligence suspicions concerning Alice Huang and her relationship with NVIDIA's CEO. And for whatever reason, no action was taken at that time, and Jensen Huang was not briefed on the intel community's concerns. Now, Jensen Huang has since acknowledged having an intimate relationship with the alleged Chinese spy, and NVIDIA's board has opened an independent investigation into the reported intelligence operation. The government's investigation has now widened to include allegations of illegal tech transfer involving billions of dollars in advanced American technology. We'll be keeping an eye on this story, of course, and we'll no doubt be providing updates. All right. Come on. Coming up next, American military aircraft are evacuated from a second British airbase as intelligence warnings point to a possible Iranian attack thousands of miles from the Middle East. I'll be right back. Hey, Mike Baker here. Now, we've all heard those radio ads about the IRS. You know, the ones I'm talking about, right? They tell you to be afraid, and they try to frighten you into calling. Well, tax relief advocates, TRA is different. If you owe money to the IRS, whether it's $5,000 or $50,000 or $500,000, TRA has a solution to your tax problem. TRA could reduce or even eliminate what you owe to the IRS. Look, their passion is taxes and helping individuals and businesses fix their IRS problems. They've got over 1,000 five-star Google reviews and an A-plus with the Better Business Bureau. Here's the thing. You do not need to be afraid of the IRS any longer. 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Visit HIMS.com to get personalized, affordable care for weight loss, hair loss, sex, testosterone, and more. Weight Loss by HIMS is not available in all 50 states. To get started and learn more, including important safety information, Wagovi clinical study information and restrictions, visit HIMS.com. Welcome back to the PDB Afternoon Bulletin. The U.S. military has evacuated aircraft from a second base in Britain following a new reported threat from Iran. This move comes weeks after U.S. bombers were pulled out from RAF Fairford. And this latest move renews concerns that Tehran could target American forces far beyond the Middle East. At RAF Mildenhall in eastern England, the response unfolded in stages on Monday. Two American refueling tankers that had been using the base diverted to Germany that morning. And later in the day, several more tankers were being moved to Germany and other locations, according to flight tracking data and an official familiar with the matter. People familiar with the situation told the Wall Street Journal in an exclusive report that the movements followed a threat from Iran. The report does not provide any specifics related to the threat. Officials are still assessing whether the warning pointed to an imminent or general danger. Publicly, the Air Force has offered little explanation. An Air Force spokesman declined a discussion, saying American aircraft rotate between installations and operating locations for a variety of reasons. Which is true. The service has stopped short of tying these movements to Iranian threats. Now, as we discussed in October here on the PDB, the Pentagon brought a dozen B-1 bombers back to the U.S. from RAF Fairford amid reports of a plot linked to Iran's Islamic Revolutionary Guard Corps, the IRGC. The journal described plans to kill American air crews and attack their aircraft, using drones and other methods. The bomber withdrawal followed a suspected terror plot involving vans near RAF Fairford, which initially led to five arrests. The incident raised fears of a bomb attack, although police said their searches did not uncover any explosive devices. British Prime Minister Andy Burnham said at the time that there were, quote, strong indications that Iran had played a part. Vice President J.D. Vance described the decision to withdraw the bombers from Fairford as being taken out of, quote, caution to protect American personnel. Security has been raised at both Mildenhall and RAF Lakenheath. That's another British base used by American forces, according to a U.S. official cited by the journal. Both installations have been placed under force protection condition Charlie, and that's the second highest threat condition. That designation applies when intelligence indicates the terrorist action is likely. It does not mean an attack is underway or has occurred, but it does signal the commanders are taking additional precautions. In October, Director of National Intelligence D.N.I. J. Clayton said Iran was in the, quote, advanced stages of planning attacks against U.S. personnel in the Middle East. That warning helped explain the sudden evacuation of American diplomats from regional posts. Asked about those concerns Monday, Secretary of State Marco Rubio offered a direct answer, quote, we've addressed it by moving people away from the threat. The journal reports that eight congressional leaders received a briefing Monday about Iranian threats. Known as the Gang of Eight, they include the Republican and Democratic leaders of the House and Senate, along with the top members of both parties on their congressional intelligence committees. All of this is unfolding as President Trump weighs whether further strikes against Iran are necessary or whether continued pressure could produce an agreement of some sort. In a Truth Social post, Trump cited progress in negotiations with Tehran. Now, not to dampen the hopes and dreams of those who believe negotiations with Tehran are going well, but throughout this conflict, we've had numerous bursts of optimism from the White House or various mediators talking about progress in negotiations. But who knows? Maybe this time we'll be different. And maybe I'll get a pony for Christmas. But true to past form, President Trump hedged his bets. He left the military option open, saying, quote, should there be any change with respect to developments in the Middle East, the U.S. is locked and loaded and ready. to go, end quote. And that, my friends, is the PDB afternoon bulletin for Tuesday, the 10th of November. Now, if you have any questions or comments, please reach out to me at PDB at thefirsttv.com. And to listen to the show ad free, you can do that. It's super simple. I can't believe I just said super simple. Become a premium member of the President's Daily Brief by visiting PDBpremium.com. I'm Mike Baker, and I'll be back tomorrow. Until then, stay informed, stay safe, stay cool. I'll see you next time. Approach. These pouches are completely nicotine-free and caffeine-free, designed with clinically studied nootropics and adaptogens to support clean, steady focus. Ingredients like Infinity PX, L-theanine, and Alpha-GPC work together to provide calm energy, mental clarity, and sustained performance without the jitters or crash. They deliver the pouch experience many people enjoy, but without the downsides tied to nicotine or caffeine. They're available in flavors like cool mint, wintergreen, tropical, watermelon, and, of course, the new Blue Raz, which is a blend of sweet and tart. 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