Latest / The President's Daily Brief / November 9th, 2026: U.S. Strikes Iranian-Linked Cargo Ship & Chinese Spy Targets Nvidia CEO
Transcript
- 0:13It's Monday,
- 0:13the 9th of November.
- 0:15Welcome to the President's Daily Brief.
- 0:17I'm Mike Baker,
- 0:18your eyes and ears
- 0:19on the world stage,
- 0:21and
- 0:22condolences to Ole Miss.
- 0:23They suffered a severe beatdown at the hands of Georgia on Saturday,
- 0:28but
- 0:29as they say,
- 0:30Ole Miss may lose a game,
- 0:32but they never lose a party.
- 0:33Grove was rocking as always,
- 0:35hotty toddy.
- 0:36All right,
- 0:36let's get briefed.
- 0:37First up,
- 0:38US forces continue tightening the noose around the Iranian regime,
- 0:42striking a commercial vessel at sea while moving
- 0:45to shut down the supply routes on land
- 0:48that are keeping Tehran's military afloat.
- 0:51Later in the show,
- 0:52a Chinese espionage scandal grows as Nvidia's CEO
- 0:57admits to an affair with a Chinese spy amid an
- 1:00investigation into Beijing's efforts to infiltrate America's AI industry.
- 1:04Ah,
- 1:05I wonder if the Chinese government will say it's
- 1:07all a fabricated lie to make them look bad and
- 1:10that they would never engage in theft of intellectual property.
- 1:13All right,
- 1:14I'm,
- 1:14I'm not wondering at all.
- 1:16Of course the Chinese government's going to feign innocence.
- 1:19Plus,
- 1:20Saudi air strikes reportedly killed at least 27 people near Sana'a,
- 1:24the capital of Yemen,
- 1:25this weekend,
- 1:25raising fears of yet another round of retaliation.
- 1:29And in today's back of the brief.
- 1:31Explosive drones strike a Colombian army base killing
- 1:343 soldiers and injuring more than a dozen others
- 1:37as armed groups increasingly turn
- 1:40to drone warfare.
- 1:41But first,
- 1:42today's PDB spotlight.
- 1:44Over the past few weeks we've been following a critical
- 1:48decision facing the White House over the Iran conflict.
- 1:51Does the administration launch another round of airstrikes,
- 1:54pursue a diplomatic settlement of sorts,
- 1:57or continue squeezing Tehran through economic pressure?
- 2:01Well,
- 2:01this weekend we got a clearer indication
- 2:04of which direction Washington may be heading.
- 2:07Perhaps
- 2:08the Trump administration appears to be doubling down on its blockade of Iran.
- 2:11And American forces have delivered a very direct
- 2:14reminder that they intend to enforce it.
- 2:17A US military aircraft struck and disabled a commercial
- 2:20cargo ship in the Gulf of Oman on Saturday
- 2:22after it left an Iranian port
- 2:25that same day,
- 2:26the Pentagon unveiled a new initiative designed to
- 2:28cut off Iran's military supply routes on land.
- 2:32Now taken together,
- 2:33the two moves suggest Washington is widening its campaign to isolate Tehran
- 2:38even as President Trump weighs the possibility
- 2:41of another round of military strikes.
- 2:44First,
- 2:44we'll take a look at the confrontation at sea.
- 2:46According to US Central Command CENTCOM,
- 2:48the
- 2:49cargo ship identified as the Houda
- 2:51had visited an Iranian port and was trying to leave
- 2:54the region in violation of the American naval blockade.
- 2:57The vessel was registered in Saint Kitts and Nevis.
- 3:01CEO says its civilian crew ignored repeated warnings
- 3:04and made several attempts to breach the blockade.
- 3:07American forces then instructed the crew to move away from
- 3:10the section of the ship they intended to hit.
- 3:12Well,
- 3:12that is
- 3:13the very definition of politeness.
- 3:16A US military aircraft then fired into the stern,
- 3:18disabling the vessel.
- 3:20CEO released a video of the strike showing an explosion at the rear of the ship.
- 3:24The command has not disclose what cargo the Hoa was carrying,
- 3:28and there's no public word on any casualties.
- 3:32CEO says that since July American forces have turned back
- 3:34147 commercial vessels whose crews did comply with blockade orders.
- 3:40Five merchant ships,
- 3:41including the Houda,
- 3:42have been disabled after refusing to comply.
- 3:46Separately,
- 3:46the military says it previously destroyed 10 Iranian commercial oil tankers.
- 3:51Identified as part of a multi-billion dollar smuggling
- 3:55network operated by the Islamic Revolutionary Guard Corps,
- 3:58the IRGC,
- 4:00Admiral Brad Cooper,
- 4:01the commander of CENTCOM,
- 4:02says the blockade
- 4:03has prevented Iran from exporting more than $25 billion with
- 4:07a B worth of crude oil in recent months.
- 4:11Now that's an American military estimate,
- 4:13not an independently verified accounting,
- 4:15but it does illustrate the potential scale of the effort.
- 4:19Now there are limitations of course to this blockade at sea,
- 4:23as we've discussed before.
- 4:25Iran also has extensive land borders,
- 4:27and it has access to the Caspian Sea
- 4:29beyond the reach of American warships stationed in
- 4:32the Persian Gulf and Gulf of Oman.
- 4:35Tehran has been using those routes
- 4:37to bring in materials needed to rebuild its military,
- 4:41and that brings us to the second development.
- 4:44On Saturday,
- 4:44CEO announced the creation of Task Force Iron Gate,
- 4:48a new team based at its headquarters in Tampa,
- 4:51Florida.
- 4:52The task force will consist of roughly 20 civilian and military personnel
- 4:56working with other government agencies
- 4:58to disrupt the movement of weapons,
- 5:00dual use technology,
- 5:01sanctioned goods,
- 5:02and illicit revenue across Iran's land borders
- 5:05and the Caspian Sea.
- 5:08Cooper says the objective is to further restrict Iran's ability
- 5:11to fund militant groups,
- 5:13rebuild weapons factories,
- 5:14and replenish its military.
- 5:16Now there's evidence
- 5:17that Tehran up to now has managed
- 5:20to keep those supply lines operating,
- 5:22as we reported last month.
- 5:24Reuters uncovered an extensive Iranian military procurement network
- 5:28involving thousands of agencies and at least
- 5:30$2 billion in imported equipment and materials
- 5:34just since January of 2025.
- 5:37The purchases included explosives,
- 5:39rocket fuel ingredients,
- 5:40aircraft components,
- 5:41heavy trucks,
- 5:42and other equipment
- 5:43with military applications.
- 5:46Some shipments arrived aboard cargo vessels crossing the Caspian from Russia.
- 5:50Others came by truck through Central Asia
- 5:53or aboard freight aircraft from China.
- 5:56Those findings
- 5:57illustrate the limits of a maritime blockade,
- 5:59and disrupting those networks
- 6:01raises difficult questions.
- 6:03CENTCOM hasn't explained exactly how Task Force Iron Gate will operate,
- 6:08and there's no announcement of American troops being deployed
- 6:10to physically close Iran's borders.
- 6:13There's also a diplomatic
- 6:15complication.
- 6:16Many of these routes pass through countries that
- 6:19maintain commercial relationships with Russia and China.
- 6:22Now,
- 6:22the origin of a shipment does not automatically mean,
- 6:24of course,
- 6:25that those governments
- 6:26knowingly approved sanctions violations.
- 6:29I mean,
- 6:30there is a chance
- 6:31that neither Russia nor China have any idea
- 6:33that military supplies and dual-use components are
- 6:36making their way through Russia and China.
- 6:38And by that I mean,
- 6:40of course,
- 6:40they know what's going on.
- 6:42So the direction of American policy is becoming somewhat clearer.
- 6:45The Trump administration is not easing off the blockade.
- 6:49It's busy trying to extend that pressure beyond
- 6:51the strait and the existing naval blockade,
- 6:54and this comes at a moment when the
- 6:56prospect of another American air campaign against Iran
- 6:59remains very much on the table.
- 7:02And of course that raises the larger strategic question.
- 7:06Is Washington using this expanded pressure campaign to
- 7:09weaken the Iranian regime ahead of additional strikes,
- 7:12or does the administration believe
- 7:15It can achieve its objectives through sustained isolation without
- 7:19launching another major bombing operation.
- 7:22Well,
- 7:22at this stage
- 7:23it's unclear if even the White House knows which way they're leaning.
- 7:28All right.
- 7:28Coming up next,
- 7:29new details emerge about Beijing's alleged
- 7:32espionage operation targeting Nvidia's CEO.
- 7:35And yes,
- 7:36it,
- 7:37it does go against the grain to have to use the word alleged.
- 7:40Also,
- 7:41deadly airstrikes in Yemen threaten further escalation.
- 7:45I'll be right back.
- 7:48Hey,
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- 9:24Welcome back to the PDB.
- 9:26New developments in the alleged Chinese espionage
- 9:30operation targeting the CEO of Nvidia.
- 9:33Jensen Huang has now acknowledged that he was intimate with the alleged,
- 9:38there's that word again,
- 9:39Chinese spy engaged in a classic honey pot operation.
- 9:43The multi-billionaire,
- 9:45many times over CEO has acknowledged the relationship with the businesswoman
- 9:49that American intelligence believes was spying for Beijing.
- 9:53And now Nvidia has launched an independent investigation
- 9:56into whether China's intelligence services compromised the head
- 9:59of America's leading artificial intelligence chip maker.
- 10:03Here's a hint.
- 10:04Based on 40 years of working in government and corporate intelligence,
- 10:07yes,
- 10:08yes,
- 10:09he was compromised.
- 10:10Now that doesn't mean
- 10:11that he did in fact wittingly or unwittingly provide information,
- 10:15but the Chinese intel apparatus
- 10:18certainly considered him compromised once he began the relationship.
- 10:22This is not rocket science.
- 10:25We first reported on this case in late October when the New York Times revealed
- 10:29that American intelligence officials suspected a
- 10:31Chinese businesswoman named Alice Huang,
- 10:33no relation to Jensen Huang,
- 10:35of passing information to Beijing.
- 10:37Alice Huang is a former executive at a company called Megaspeed,
- 10:41that's a
- 10:42Singapore-based company that
- 10:43purchases Nvidia's advanced AI chips.
- 10:47At the time,
- 10:47Nvidia characterized Jetson Huang's interactions with her as
- 10:51ordinary business dealings,
- 10:53really.
- 10:54But subsequent reporting revealed that American intelligence believed she'd
- 10:57been recruited by China's Ministry of State Security MSS,
- 11:01Beijing's principal civilian intelligence agency.
- 11:04According to the Times,
- 11:05Secretary of State Marco Rubio oversaw
- 11:08the preparation of a highly classified memorandum
- 11:11warning senior administration officials
- 11:13about the relationship.
- 11:15The suspected operation reportedly
- 11:17had several objectives.
- 11:19Chinese intelligence wanted to gather information about Chetn Huang,
- 11:23learn more about American AI technology,
- 11:25and potentially influence Nvidia,
- 11:27to advocate allowing its most advanced chips to be sold to China.
- 11:32Now that last objective is particularly important
- 11:35because Huang
- 11:35has been an outspoken critic
- 11:37of American restrictions on chip exports to China.
- 11:41And according to previous reporting,
- 11:42President Trump was briefed about the suspected espionage operation last year
- 11:47but took no action.
- 11:49Now the personal nature of the relationship is raising additional questions.
- 11:52On Sunday,
- 11:53Jensen Huang sent a message to Nvidia employees
- 11:56acknowledging that he had been unfaithful to his wife.
- 12:00He wrote,
- 12:00quote,
- 12:01My actions hurt her and our children.
- 12:03There is no excuse for what I did.
- 12:05I am deeply sorry,
- 12:07end quote.
- 12:08He also apologized to Nvidia's employees,
- 12:11directors,
- 12:11partners,
- 12:12and shareholders.
- 12:13Acknowledging that he had fallen short of their trust,
- 12:16and for that,
- 12:17the PDB awards Mister Huang
- 12:19today's,
- 12:20possibly this month's PDB's statement of the obvious award.
- 12:24We'd send him a gift,
- 12:25but
- 12:25what do you give a multi-billionaire who has everything,
- 12:29including a Chinese spy girlfriend?
- 12:31It's a conundrum.
- 12:32The admission
- 12:33comes as Nvidia's board announced an independent
- 12:36investigation into the reported Chinese intelligence operation.
- 12:39The inquiry will be overseen by independent
- 12:42directors working with outside legal counsel.
- 12:46Huang has pledged his full cooperation.
- 12:48Mind you,
- 12:49there will be several other investigations that
- 12:51are being conducted at the same time.
- 12:54The company says it currently has no reason to believe
- 12:56American national security or invidious trade secrets are compromised,
- 13:00and its board continues to support Huang's leadership.
- 13:03Oh,
- 13:04well,
- 13:04that's nice.
- 13:06Still,
- 13:06the allegations raise a host of serious counterintelligence concerns.
- 13:09They do.
- 13:10An intimate relationship
- 13:12can provide a foreign intelligence service
- 13:14with opportunities to gather sensitive information,
- 13:17cultivate influence,
- 13:19or potentially exert personal leverage.
- 13:22Again,
- 13:22to date,
- 13:22there is no public evidence
- 13:24that Alice Huang blackmailed Nvidia's CEO or
- 13:27obtained company secrets or successfully influenced his position
- 13:31on American export restrictions.
- 13:33And meanwhile,
- 13:34as you might imagine,
- 13:36Congress wants answers,
- 13:37and by God,
- 13:38they're going to get them,
- 13:39aren't they?
- 13:40Uh,
- 13:40no,
- 13:40they probably won't,
- 13:41but there you go.
- 13:43Three Republican committee chairmen,
- 13:44Brian Mast,
- 13:45John Moliar,
- 13:46and Rick Crawford
- 13:48have requested that Huang appear for a closed-door briefing
- 13:51on November 18th.
- 13:52And as I always say,
- 13:54Washington DC is where investigations go to die.
- 13:57They want to examine his interactions with Alice Wong and determine
- 14:01whether Nvidia's security measures were sufficient
- 14:03to protect sensitive American technology.
- 14:06And here's another hint
- 14:07I suspect Nvidia's internal security protocols as they relate to CI concerns,
- 14:12counterintelligence concerns,
- 14:14may have been somewhat lacking.
- 14:15Any company
- 14:17engaged in a business,
- 14:17even remotely involved in sensitive or critical sectors.
- 14:21Needs to have a very proactive persistent counterintelligence
- 14:26program that operates with the full support and engagement
- 14:30of the C-suite,
- 14:31and that includes the CEO.
- 14:33The CI program within a company like
- 14:35Nvidia needs to be constantly educating the workforce
- 14:38and ensuring awareness of the existing and developing threats
- 14:42that would include an active program
- 14:43monitoring all foreign contacts and approaches,
- 14:47evaluating foreign business relationships,
- 14:49and vetting individuals,
- 14:51seeking contact and engagement with staff from the CEO on down.
- 14:56Look,
- 14:56that's not easy,
- 14:57but in the face of aggressive and constant targeting
- 14:59by the intelligence apparatus of China and other nations.
- 15:03It is a matter of national security.
- 15:06All right,
- 15:07I want to turn now to Yemen
- 15:08where Saudi-backed government forces say they're reclaiming territory
- 15:12from the Iran-backed Houthis even as the
- 15:14rebels press forward elsewhere in the country.
- 15:18As we've been tracking here on the PDB,
- 15:19Yemen's internationally recognized government is
- 15:22trying to take back territory through
- 15:24what they're calling Operation Dawn of Yemen
- 15:26because it's not really an operation
- 15:29unless you give it a super cool name,
- 15:31as we've discussed previously on the PDB,
- 15:33the Houthis still control Sana'a.
- 15:35And large parts of the north,
- 15:37the internationally recognized government forces
- 15:39are fighting them on several fronts,
- 15:42starting with Marib province east of the capital.
- 15:45Government forces say they fought for hours on Saturday
- 15:48using fighter jets and drones to help stop a Houthi advance.
- 15:51They reported destroying rebel fortifications during
- 15:54the course of that fighting.
- 15:56In neighboring Al Jalf
- 15:57northeast of Sana'a,
- 15:59troops reported moving farther into territory held by the Houthis.
- 16:03Fighting there
- 16:04has entered its 3rd consecutive day.
- 16:07The government also released figures on the scale of Saturday's operations.
- 16:11A military spokesman said the army carried out 875 attacks
- 16:15against Houthi positions,
- 16:17neutralizing about
- 16:18130 commanders and fighters
- 16:21and destroying or disabling 50 vehicles and missile launchers.
- 16:25The Saudi-led coalition is also conducting air strikes in Houthi-held territory.
- 16:29It acknowledges those operations and
- 16:31says it's targeting rebel military infrastructure
- 16:35near Sana'a.
- 16:35Though,
- 16:36Iran-backed Houthi officials say civilian homes were struck.
- 16:40Those reports came from
- 16:41a farming village about 10 miles northeast of the capital.
- 16:44A spokesman for the Houthi-run health ministry
- 16:47told the Associated Press that Saturday's strikes killed
- 16:49at least 27 people and wounded 36,
- 16:52most of them,
- 16:53according to the Houthis,
- 16:54women and children.
- 16:56Rescuers were still searching the rubble,
- 16:57and the Houthi spokesman warned that the death toll could rise.
- 17:01Footage broadcast by
- 17:03Houthi-run television
- 17:05showed destroyed houses and dust filling the air,
- 17:07with residents sheltering in nearby agricultural fields.
- 17:11At hospitals,
- 17:12medical workers carried the bodies of
- 17:14young children from ambulances.
- 17:16The ministry spokesman said civilians were
- 17:18still buried underneath collapsed homes.
- 17:21The Houthi spokesman blamed Saudi Arabia for the strikes and alleged that
- 17:25further attacks targeted emergency workers as they tried to reach survivors.
- 17:30Now none of the Iran-backed Houthi allegations
- 17:33have been independently verified,
- 17:35and this came just one day after a deadly strike on a market in southwestern Yemen.
- 17:40Houthi officials there said at least 30 people were killed
- 17:43on Friday during that market attack.
- 17:46Responsibility for that attack is disputed.
- 17:48The Houthis blamed Saudi-backed forces.
- 17:51Yemen's internationally recognized government and
- 17:53its military blamed the Houthis.
- 17:55Taken together,
- 17:56the Houthi reported death tolls from the market and the
- 17:59village amount to at least 57 people over 2 days.
- 18:03Now the Houthis say they've responded by attacking Saudi Arabia.
- 18:07A military spokesman for the group said Saturday that it had struck
- 18:10Saudi targets in response to the village strikes and Friday's market bombing.
- 18:15Separately,
- 18:16the rebels claimed 6 attacks using ballistic missiles,
- 18:18cruise missiles,
- 18:19and drones,
- 18:20and they did not say
- 18:21when those attacks took place.
- 18:23Their list of claimed targets included King Khalid
- 18:26International Airport and oil facilities in Riyadh,
- 18:29along with an oil installation and a National Guard camp.
- 18:33The Houthis also claimed attacks inside Yemen,
- 18:36saying they targeted what they described
- 18:38as Saudi troop concentrations in Al Jaf
- 18:41and Marib provinces.
- 18:43The Associated Press could not independently verify the Houthi claims.
- 18:48Meanwhile,
- 18:48farther south,
- 18:49government forces are facing Houthi pressure
- 18:51around two strategically important cities.
- 18:54The heaviest ground fighting is centered around Taiz,
- 18:56a government-held city
- 18:57that the Houthis have encircled,
- 18:59and that encirclement
- 19:00is worsening an already severe humanitarian crisis.
- 19:04And then there's Aden,
- 19:05the government's temporary capital,
- 19:07where we've been following another Houthi offensive.
- 19:10As we reported last week,
- 19:12the rebels have advanced to within 50 miles of the city,
- 19:15and that is their closest approach since 2015.
- 19:19OK,
- 19:20coming up in the back of the brief,
- 19:21a Colombian army base comes under attack from drones,
- 19:24killing 3 soldiers and raising concerns
- 19:27about the spread of drone warfare in the region.
- 19:30More on that
- 19:31when we come back.
- 19:35Hey,
- 19:35Mike Baker here with an important message about planning for your future.
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- 22:13In today's back of the brief,
- 22:14a drone attack on a military base in Colombia
- 22:17kills 3 soldiers and wounds at least 16 others,
- 22:21highlighting the growing use of unmanned weapons by armed groups in the country.
- 22:25Let's start with where this happened,
- 22:27the Santa Rosa del Sur,
- 22:28a small town in northern Colombia in the foothills of the San Lucas mountain range.
- 22:33The drones struck Saturday.
- 22:35Footage circulating on social media
- 22:37showed 3 explosions,
- 22:39followed by thick smoke rising above the base.
- 22:42Soldiers could be seen scrambling for cover.
- 22:44What authorities have not yet established is who launched the attack.
- 22:49Colombian President Espriella
- 22:50has made clear that he intends to pursue whoever was responsible.
- 22:54Writing online,
- 22:55he warned,
- 22:56quote,
- 22:56Those who were behind this attack will have nowhere to hide.
- 23:00Every attack against our soldiers
- 23:01strengthens our resolve to defend Colombia,
- 23:04end quote.
- 23:05Now the location helps explain the challenge facing his military.
- 23:09The area around Santa Rosa del Sur is rich in gold deposits.
- 23:14And several armed organizations have spent years fighting for control.
- 23:18Among them is the Gulf Clan,
- 23:20one of Colombia's major criminal organizations.
- 23:23There's also the National Liberation Army,
- 23:25along with smaller factions led by former members
- 23:28of the Revolutionary Armed Forces of Colombia,
- 23:31better known as FAARC.
- 23:33These various organizations are engaged in exploiting
- 23:35gold mines and drug trafficking routes and
- 23:38extortion of local businesses.
- 23:40Restoring government control,
- 23:42well,
- 23:42that threatens the income that helps keep these groups operating.
- 23:46And to understand the struggle for this territory,
- 23:48it does help to go back to Colombia's 2016 peace agreement
- 23:52under then President Santos.
- 23:54The government reached a deal with the FAARC,
- 23:56and more than 14,000 fighters demobilized.
- 24:00But as those fighters withdrew,
- 24:02smaller armed groups and dissident factions and criminal elements
- 24:06fought over the territory that they left behind.
- 24:09Negotiations remained central to Colombia's response
- 24:11under former Socialist president Gustavo Petro.
- 24:14His government
- 24:15pursued ceasefires and agreements with guerrillas and criminal organizations
- 24:19aiming to reduce the continuing violence.
- 24:22Colombia's current government under President Espriella argues that
- 24:26those ceasefires
- 24:27gave the groups time to grow and strengthen their control.
- 24:31He canceled peace talks with rebel organizations
- 24:34and expanded military operations.
- 24:36And that's meant more airstrikes and additional
- 24:38troops deployed in some of the cities.
- 24:41His administration has also established joint task forces
- 24:44to protect strategic infrastructure,
- 24:47including a pipeline
- 24:48running from Colombia's Caribbean coast
- 24:50toward the center of the country,
- 24:52but the armed groups have not backed down.
- 24:55Some have responded by stepping up attacks
- 24:57on Colombian security forces and in some cases
- 25:00civilians.
- 25:02Following Saturday's drone strike,
- 25:03Colombia's president ordered intensified military operations
- 25:07to track down the attackers
- 25:08and target their organizations.
- 25:11And that,
- 25:12my friends,
- 25:12is the president's Daily Brief
- 25:14for Monday,
- 25:15the 9th of November.
- 25:16Now,
- 25:16if you have any questions or comments,
- 25:17and I hope you do,
- 25:18just reach out to me
- 25:19at PDB@hefirsttv.com.
- 25:22And I hope you had a chance to catch the latest episode of
- 25:25our weekend show that of course would be the PDB Situation Report.
- 25:28Former CIA Caracas station chief Rick de la Torre
- 25:32and David Daud from the Foundation for Defense of Democracies
- 25:35were our guests,
- 25:36and they were excellent guests as always.
- 25:39You can catch it and past episodes on our YouTube channel at President's Daily Brief
- 25:43and of course on podcast platforms everywhere.
- 25:46I'm Mike Baker and I'll be back later today with the PDB
- 25:50afternoon bulletin.
- 25:51Until then,
- 25:53stay informed,
- 25:54stay safe,
- 25:55stay cool.