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

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

0:12
Welcome to the PDB afternoon bulletin.
0:15
I'm Mike Baker,
0:15
your eyes and ears on the world stage.
0:18
Alright,
0:19
let's get briefed.
0:20
First up,
0:21
the Nvidia Chinese spy scandal takes another turn
0:25
with new revelations suggesting an alleged intelligence operative
0:29
helped funnel billions of dollars in advanced American technology
0:33
to Beijing.
0:34
Now,
0:35
there should be a grand total of 0 people
0:38
shocked by China's efforts to steal technology,
0:41
acquire intellectual property,
0:43
and
0:43
engage in economic espionage.
0:46
Later in the show,
0:47
the US military evacuates aircraft from a 2nd base in Britain
0:51
following another reported Iranian threat,
0:53
adding to existing concerns
0:56
that Tehran could strike American forces located outside the Middle East.
1:00
But first,
1:01
today's afternoon spotlight.
1:03
The Chinese espionage scandal surrounding Nvidia CEO Jensen Huang
1:07
may be far more damaging than anyone initially imagined.
1:12
New reporting suggests that a suspected Chinese spy,
1:15
Alice Huang,
1:15
who developed an intimate relationship with
1:18
Jensen Wong,
1:19
helped facilitate billions of dollars in advanced
1:21
American AI chip shipments to China.
1:24
And in another development,
1:26
we're learning that a federal investigation into
1:28
the company at the center of those shipments
1:30
was abruptly suspended
1:32
following an interesting intervention
1:34
by Nvidia's own legal team.
1:37
What?
1:38
Possible corporate self-interest
1:40
above national security concerns?
1:41
Who would have thought that?
1:43
Together,
1:43
the revelations are providing our first glimpse into the potential consequences
1:48
of this alleged intelligence operation.
1:50
Let's start with the money,
1:52
shall we?
1:53
According to a new investigation by the Information,
1:56
Alice Huang,
1:56
the Chinese businesswoman that American intelligence
1:59
believes was working for Beijing,
2:02
helped facilitate at least $7.5 billion in
2:05
Nvidia chip shipments to Chinese companies.
2:08
The report citing two people familiar with Wang
2:11
describes an elaborate network of companies
2:13
stretching across China,
2:14
Singapore,
2:15
and Malaysia.
2:17
At its center was a Chinese company called Shanghai Century Litong,
2:20
established in June of 2023.
2:23
Within four months,
2:24
that company had reportedly secured preferred cloud partner status with Nvidia.
2:29
Look at them go,
2:30
giving it priority access to the American chip maker's products.
2:34
Corporate records linked the company's original ownership structure to
2:38
Alice Wong's sister,
2:39
Wang Yu,
2:40
who subsequently exited the business in 2024.
2:44
And the plot thickens.
2:45
Meanwhile,
2:46
Alice Huang held an executive position at Megaspeed,
2:49
a Singapore-based company purchasing enormous
2:51
quantities of Nvidia's advanced processors.
2:54
According to the information report,
2:56
she leveraged her personal relationship with Jensen Huang
2:59
to establish credibility and secure supplies of Nvidia hardware,
3:04
particularly when orders involving export
3:06
restricted chips encountered obstacles.
3:08
The network reportedly helped move approximately
3:11
240,000 Nvidia processors into China,
3:15
including H100,
3:16
H200,
3:17
and
3:17
some A100 chips.
3:20
Washington,
3:20
of course,
3:20
has sought to keep advanced processors out of Beijing's hands
3:24
because of their importance to artificial intelligence development.
3:27
Among the companies reportedly benefiting from this network
3:30
were Chinese technology giants Alibaba and Tencent,
3:34
along with smaller AI laboratories.
3:37
Some of the technology was allegedly shipped physically into China.
3:40
In other cases,
3:41
Chinese customers rented computing capacity from
3:43
data centers operating outside the country.
3:46
And that distinction is
3:47
somewhat important because renting computer power overseas is
3:51
not necessarily illegal.
3:53
But the allegations raise questions about the primary purpose
3:56
of Beijing's alleged intelligence operation.
3:59
Notice I keep saying alleged.
4:01
Was the goal to obtain intel from Nvidia's
4:04
CEO through the development of an intimate relationship,
4:07
or was it to use the relationship to facilitate
4:09
the acquisition of advanced American technology that Washington was
4:13
actively trying to restrict?
4:15
Well,
4:16
here's a pro tip.
4:17
In reality,
4:17
the answer to what China was hoping to gain
4:20
from the targeting of Jensen Huang was all of the above,
4:23
meaning
4:24
a source of information,
4:26
an access agent to the White House to influence US policy,
4:29
a means of facilitating access to restricted technology.
4:33
China's intel apparatus had a big wish list for this particular operation.
4:37
And as an aside,
4:38
once Alice started sleeping with Jensen,
4:41
there were some promotions handed out in Beijing.
4:44
Now,
4:44
here's another twist in this complicated story.
4:46
According to a separate investigation published Monday by The New York Times,
4:51
American authorities were already investigating Megaspeed
4:54
over suspected chip smuggling when their work came to an unexpected halt.
4:59
The Commerce Department opened its investigation in 2024 after Megaspeed began
5:04
importing billions of dollars' worth of Nvidia equipment into Malaysia.
5:09
Investigators suspected that some of those processors
5:12
were being illegally diverted to China.
5:14
Well,
5:14
that's a good suspicion.
5:15
You're probably right.
5:16
Oh,
5:16
as it turns out,
5:17
they were right.
5:18
But in August 2025,
5:20
something unusual happened.
5:21
Nvidia's general counsel,
5:23
Tim Teter
5:24
contacted Commerce Department investigators
5:27
seeking information about their megaspeed inquiry.
5:31
In his correspondence,
5:32
the general counsel invoked Jeffrey Kessler,
5:35
a senior Commerce Department official appointed by President Trump,
5:39
indicating that Kessler had authorized
5:41
Nvidia to communicate with investigators.
5:44
Hm.
5:45
According to the Times,
5:46
the message alarmed several federal agents.
5:49
Kessler was their superior,
5:51
and some investigators worried that
5:52
Nvidia's apparent access to a senior official
5:55
could compromise their investigation.
5:58
The agents forwarded the correspondence up the chain of command.
6:01
Kessler subsequently instructed them to handle the case strictly by the book.
6:05
The reporting does not establish that he ordered investigators to
6:09
share information with Nvidia or otherwise interfere with their work.
6:13
Nevertheless,
6:14
the incident triggered discussions among federal officials
6:16
about the integrity of the investigation.
6:19
The Justice Department ultimately requested that Commerce suspend its work and
6:23
the case was transferred to the Department of Justice
6:26
for a criminal investigation.
6:29
That investigation reportedly remains very active.
6:32
But according to the Times,
6:33
some investigators were frustrated by that interruption,
6:36
believing that it may have prevented the government
6:39
from acting more quickly to stop potentially unlawful technology shipments.
6:44
There's another important detail.
6:46
Other federal agencies reportedly proposed placing
6:48
megaspeed on an American trade blacklist,
6:51
which could have severely restricted its access to US technology.
6:55
Commerce never took that step.
6:58
The department maintains that it followed proper procedures,
7:01
while Nvidia says it routinely communicates
7:03
with government officials to assist enforcement efforts
7:06
and ensure compliance
7:07
with American export controls.
7:10
Hm,
7:11
we're just checking,
7:11
commerce.
7:12
Will it be all right if our CEO sleeps with a Chinese spy?
7:15
We're just checking.
7:16
Again,
7:16
there is no established evidence
7:18
that Nvidia deliberately obstructed the investigation
7:21
or that Chenn Huang knowingly assisted Chinese intelligence.
7:24
Look over the decades,
7:26
China's intel operations have been very successful using unwitting contacts
7:31
to obtain critical intelligence.
7:33
Now they would prefer having a witting or cooperative contact or asset,
7:37
but
7:37
they'll take whatever opportunity or approach is available.
7:41
As we've previously reported,
7:43
President Trump was briefed in October 2025
7:46
about American intelligence suspicions concerning
7:48
Alice Huang and her relationship
7:50
with Nvidia's CEO,
7:52
and for whatever reason,
7:53
no action was taken at that time,
7:56
and Jensen Huang was not briefed on the intel community's concerns.
8:00
Now,
8:00
Jensen Huang has since acknowledged having an intimate relationship
8:05
with the alleged Chinese spy,
8:07
and Nvidia's board has opened an independent
8:11
investigation into the reported intelligence operation.
8:14
The government's investigation
8:15
has now widened to include allegations of illegal tech transfer
8:20
involving billions of dollars in advanced American technology.
8:23
We'll be keeping an eye on this story,
8:25
of course,
8:25
and we'll no doubt
8:27
be providing updates.
8:29
All right.
8:29
Coming up next,
8:30
American military aircraft are evacuated from a 2nd British air base
8:34
as intelligence warnings point to a possible Iranian
8:37
attack thousands of miles from the Middle East.
8:40
I'll be right back.
8:41
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8:42
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Welcome back to the PDB afternoon bulletin.
11:00
The US military has evacuated aircraft from a 2nd base in Britain
11:04
following a new reported threat from Iran.
11:06
This move comes weeks after US bombers were pulled out from RAF Fairford,
11:12
and this latest move renews concerns that Tehran could
11:15
target American forces far beyond the Middle East.
11:19
At RAF Mildenhall in eastern England.
11:21
The response unfolded in stages on Monday.
11:24
Two American refueling tankers that had been using
11:26
the base diverted to Germany that morning,
11:29
and later in the day,
11:30
several more tankers were being moved to Germany and other locations.
11:34
According to flight tracking data
11:36
and an official familiar with the matter,
11:38
people familiar with the situation told the
11:40
Wall Street Journal in an exclusive report
11:43
that the movements followed a threat from Iran.
11:46
The report does not provide any specifics related to the threat.
11:49
Officials are still assessing
11:51
whether the warning pointed to an imminent or general danger.
11:55
Publicly,
11:56
the Air Force has offered little explanation.
11:58
An Air Force spokesman declined to discuss specific assets.
12:02
Saying American aircraft rotate between installations and
12:05
operating locations for a variety of reasons,
12:07
which is true.
12:08
The service has stopped short of tying these movements to Iranian threats.
12:13
Now,
12:13
as we discussed in October here on the PDB,
12:15
the Pentagon brought a dozen B-1 bombers back to the US from RAF Fairford
12:20
amid reports of a plot linked to Iran's Islamic Revolutionary Guard Corps,
12:24
the IRGC.
12:26
The journal described plans to kill American air crews
12:28
and attack their aircraft using drones and other methods.
12:32
The bomber withdrawal followed a suspected terror
12:35
plot involving vans near RAF Fairford,
12:38
which initially led to 5 arrests.
12:40
The incident raised fears of a bomb attack,
12:42
although
12:43
police said their searches did not uncover any explosive devices.
12:46
British Prime Minister Andy Burnham said at the time that
12:49
there were strong indications that Iran had played a part.
12:53
Vice President JD Vance described the
12:55
decision to withdraw the bombers from Fairford
12:57
as being taken out of an abundance of caution.
13:00
To protect American personnel,
13:03
security has been raised to both Mildenhall and RAF Lakenheath.
13:06
That's another British base used by American forces,
13:09
according to a US official cited by the Journal.
13:12
Both installations have been placed under force protection condition Charlie,
13:15
and that's the second highest threat condition.
13:18
That designation applies when intelligence indicates
13:21
the terrorist action is likely.
13:23
It does not mean an attack is underway or has occurred,
13:26
but it does signal that commanders are taking additional precautions.
13:29
In October,
13:30
Director of National Intelligence DNI Jay Clayton
13:33
said Iran was in the advanced stages of planning
13:36
attacks against US personnel in the Middle East.
13:39
That warning
13:40
helped explain the sudden evacuation of American diplomats from regional posts.
13:45
Asked about those concerns Monday,
13:47
Secretary of State Marco Rubio offered a direct answer,
13:50
quote,
13:51
We've addressed it by moving people away from the threat.
13:54
The Journal reports today congressional leaders received
13:56
a briefing Monday about Iranian threats,
13:59
known as the Gang of Eight.
14:01
They include the Republican and Democratic leaders of the House and Senate,
14:04
along with the top members of both parties
14:06
on their congressional intelligence committees.
14:09
All of this is unfolding as
14:11
President Trump weighs whether further strikes against Iran are necessary,
14:15
or whether continued pressure
14:17
could produce an agreement
14:19
of some sort.
14:20
In a Truth Social post,
14:22
Trump cited progress in negotiations with Tehran.
14:25
Now,
14:25
not to dampen the hopes and dreams of those who
14:28
believe negotiations with Tehran are going well,
14:31
but
14:32
throughout this conflict,
14:33
we've had numerous bursts of optimism from the White House or various mediators
14:38
talking about progress in negotiations.
14:40
But who knows,
14:41
maybe this time
14:43
we'll be different,
14:44
and maybe
14:45
I'll get a pony for Christmas.
14:47
But true to past form,
14:48
President Trump hedged his bets.
14:50
He left the military option open,
14:52
saying,
14:52
quote,
14:53
Should there be any change with respect to developments in the Middle East,
14:56
the US is locked and loaded and ready to go.
15:00
End quote.
15:01
And that,
15:02
my friends,
15:02
is the PDB
15:04
afternoon bulletin for Tuesday,
15:05
the 10th of November.
15:06
Now,
15:06
if you have any questions or comments,
15:08
please reach out to me at PDB@hefirsttv.com.
15:11
And to listen to the show ad-free,
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you can do that.
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It's super simple.
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President's Daily Brief by visiting PDBpremium.com.
15:22
I'm Mike Baker and I'll be back tomorrow.
15:24
Until then,
15:25
stay informed,
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stay safe,
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