Did Israel just coup Navidia ?

 Council Estate Media

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Jensen Huang made history recently by becoming the first CEO to have affairs with two age-appropriate women. We’ve all laughed at the Chinese honey pot memes, but was this really a Chinese operation to steal Nvidia’s secrets? Or could the rumours of an Israeli coup be true?

The main claim in the corporate media is that one of the women, Alice Huang, was recruited by China’s Ministry of State Security. However, they’ve not told us what secrets she’s supposed to have stolen. So far there are no charges and Nvidia says there’s no evidence that any sensitive info was leaked. Predictably, China’s calling the whole thing a smear.

It seems odd that a CEO’s stepping down when the only proven allegation is that he had two affairs. Since when has the personal life of a CEO ever cost him his job? Perhaps Jensen should’ve gone to Epstein island and he’d be fine! It seems his biggest mistake was not being part of the paedo club.

If there was any substance to the China spy claims, surely we’d have seen arrests by now, unless someone jumped the gun during an ongoing investigation. If there is no substance, then either the claim is based on a hunch, or China is right that this is all a smear.

Let’s take a closer look at Alice Huang (the shared surname with Jensen Huang is a coincidence). She used to run Megaspeed, a Singapore company that became a big Nvidia customer. It has been investigated over possible efforts to get restricted AI chips into China.

The theory is Alice got close to Jensen to learn about export controls and company strategy, and get him to push for easier sales to China. The problem is Jensen has openly lobbied for exactly that for years. He argues the controls cost American companies billions and have only sped up the development of Chinese companies like Huawei. It seems he was protecting his company’s commercial interests.

A few drunken conversations or even a stolen laptop are unlikely to mean disaster, so if the Chinese spy story is unconvincing, what’s really going on?

Well, Israeli media outlets like Ynet and The Times of Israel are excited about the possibility that an Israeli could take over Nvidia. The mentioned names include Nvidia’s CTO Michael Kagan, former Mellanox founder Eyal Waldman, and Apple’s hardware chief Johny Srouji.

Nvidia employs roughly 6,000 people in Israel, making it the company’s largest R&D hub outside the US. It acquired crucial networking tech when it purchased Israeli firm Mellanox in 2020. This is considered one of Nvidia’s biggest advantages and accounts for 18% of the company’s revenue.

Interim CEO Colette Kress has said her day typically starts with meetings involving Israeli executives. If that’s setting alarm bells ringing, let’s take a look at the Israelis that might take over from her:

Michael Kagan is Nvidia’s current CTO., having previously co-founded Mellanox. He’s pushed for Israel to treat AI like critical national infrastructure and said Israeli tech and talent is central to Nvidia. He’s described the Mellanox acquisition as bringing major Nvidia capability to Israel and wants the country to be a leader in the AI race.

Eyal Waldman co-founded and ran Mellanox for years before the sale to Nvidia. He was a software engineer at Israeli defence contractor Elbit Systems and served in the IDF’s Golani Brigade. While he is a Netanyahu critic, he argues that a change of government will protect Israel’s tech edge. He’s described the Mellanox deal as one of the best acquisitions in history and bragged about how it boosts the Israeli economy. He’s spoken about the importance of keeping high-tech activity and talent in Israel.

Johny Srouji is Apple’s chief hardware officer and has said: “It’s hard to find an Apple product without an Israeli touch”. Apple has a major R&D presence in Israel and has bought multiple Israeli companies, some linked to Unit 8200. One of the companies was a “pre-speech” firm linked to the genocide in Gaza. An ex-Apple employee warned the company is filled with Israeli spies. The company has faced an employee revolt over donations to groups like Friends of the IDF.

In June 2026, the Israeli government approved a National AI Program which Netanyahu launched with Brig Gen Erez Askal. He’s the former commander of IDF visual-intelligence Unit 9900 and the country’s first AI chief.

The stated goals of the program are to make Israel a “global superpower” in AI, and secure technological independence for critical systems like energy, water, and healthcare.

Askal recently said: “If it’s not your AI, you have no control over your country.” Naftali Bennett has made similar statements, saying his goal is for Israel to be among the top three countries in AI by 2030. Israeli officials treat AI as a key weapon in the social media battlefield. Netanyahu has called social media Israel’s “eighth front”.

None of this proves anything, apart from that Israel gains massively if one of the above names becomes CEO. Nvidia has a huge footprint in Israel and ongoing expansion plans.

Of course, the claims of a Chinese spy operation could be true. It could be that Israel is taking advantage of an unexpected opportunity. Or it could be simpler than that. Maybe this is no more than another story of a CEO who couldn’t keep it in his pants. What do you think?