Three House Committees Want Jensen Huang Behind Closed Doors, and This Reporter Is Long Doors

WASHINGTON — Three House committees have requested closed-door briefings with Nvidia chief executive Jensen Huang about his relationship with Megaspeed, CNBC reported Tuesday. I read that at 4 a.m. and immediately went long doors. Not Nvidia doors specifically. All doors. When three committees want the same man in a room with the door shut, the door is the asset.

This is the follow-up to Sunday, when Huang told staff he had an affair with Alice Huang, an executive at Megaspeed, and Nvidia’s board opened an independent investigation. The New York Times first reported that she was a spy for China’s Ministry of State Security, according to people briefed on the intelligence. That is an allegation from U.S. officials. China has called it a smear, CNBC reported.

Washington’s interest is now officially bipartisan and officially plural. Democratic lawmakers, who are about to take power in the House and the Senate, have said publicly that Congress will investigate and seek answers, according to CNBC.

The White House desk

President Donald Trump said Monday that he was “amazed” by the allegations, CNBC reported, and that Huang told him he “had no idea that she was a spy.” Trump also said at a White House briefing that the FBI is looking into it.

I respect anyone who can be amazed on a Monday. I have not been amazed since my crypto portfolio hit down 98 percent, and even then I was mostly impressed.

The China desk

Some context, which I have arranged in order of how bullish it is. In October 2025, Huang said, “We are 100% out of China.” In December, Trump said Nvidia would be allowed to ship its H200 chips to China, provided the U.S. got a 25% cut of sales, CNBC reported. Megaspeed, a Singapore-based Nvidia customer, has been accused of diverting restricted Nvidia chips to Chinese companies. Megaspeed denies wrongdoing and said inspections found no evidence of violations.

“In 35 years, I haven’t seen a chip CEO with this much direct influence on export policy,” Patrick Moorhead, CEO at Moor Insights & Strategy, told CNBC. “Every China license now gets read through this story,” he said.

I asked my podcast co-host what that means for the trade. My podcast co-host is me. He said that if every license is going to be read, someone should finally sell reading glasses to Congress, and that he is long reading glasses. I did not disagree with him. I never do.

The tape

Nvidia stock closed 4.27% lower on Monday, CNBC reported. Some people would call that a drop. I call it the same company, 4.27% cheaper. “The more you buy, the more you save,” as Huang likes to say at keynotes. The leather jacket, last seen waiting on a bench in the lobby, has not been invited to any of the three briefings.

A door in the Rayburn House Office Building, which I called at 4:15 a.m., declined to comment. It was closed. That is the most bullish thing a door can do.

My position

Nvidia did not respond to CNBC’s request for comment. The company reports third-quarter earnings on Nov. 17, according to CNBC. The committees have asked for their briefings, the board’s inquiry is under way and, according to the president, the FBI is looking into it. None of that is on my chart.

My alarm is set for 4 a.m. When the bell rings, I will be long Nvidia, long closed doors, long reading glasses and long any committee that wants a meeting, because demand is demand, and three requests for one CEO is the tightest supply in the chip business.