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MF Michael Feinberg Michael Feinberg Senior Editor at Lawfare covering the intelligence community and national security, and a former Assistant Special Agent in Charge with the FBI who spent most o...

“Even if the Chinese got nothing about NVIDIA Tech and nothing about the company itself, she could have been mining during pillow talk or everyday conversation insights about the vulnerabilities that powerful Americans possess. And that could be filed away by the Chinese intelligence services and sometime, maybe years from now, be exploited.”

The Lawfare Podcast · Policy · November 2026

“Even if the Chinese got nothing about NVIDIA Tech and nothing about the company itself, she could have been mining during pillow talk or everyday conversation insights about the vulnerabilities that powerful Americans possess. And that could be filed away by the Chinese intelligence services and sometime, maybe years from now, be exploited.” — Michael Feinberg, The Lawfare Podcast

Context

Asked how dangerous the Jensen Huang affair is to national security and to Nvidia, Feinberg, a former FBI counterintelligence agent, says the worry is not only company secrets. Huang is in regular contact with tech CEOs and political leaders, so what she learned about the people around him could be the real prize.

Transcript

The Lawfare Podcast Around 06:18 into the episode
Speaker 3

…bank on the fact that what might be a platonic relationship eventually becomes romantic. There's just so many contingencies that the resources you would have to put into guaranteeing the success of something like that in a pre-planned fashion are rarely justified by the results you're going to get.

Kate Klonick

…or what she told. It does just seem like Megaspeed used it to get her on export controls. It's not clear to me yet how bad that is. So I guess my main question is: how significant is this going to be? Like, how dangerous is this to national security? And how dangerous is this possibly to NVIDIA?

Speaker 3

…and that is assessment data on people they know. Jensen Huang is a titan of industry who is in regular contact professionally and socially with pretty much every tech CEO in the world, I would imagine. Furthermore, President Trump has taken a liking to him, which means that he's also dealing with the highest levels of executive power in the United States, which is China's main rival. So even if the Chinese got nothing about NVIDIA Tech and nothing about the company itself, she could have been mining during pillow talk or everyday conversation insights about the vulnerabilities that powerful Americans possess. And that could be filed away by the Chinese intelligence services and sometime, maybe years from now, be exploited.

Kate Klonick

Yeah, I think that that's, I think that that is, I mean, that's the ongoing implications of this are massive. But in the in the very, in the most immediate kind of part of this, it seems like MegaSpeed, this multi-billion dollar corporation, essentially was able to get $4.8 billion worth of…

Speaker 3

So I want to push back against your final characterization a bit. We do know, or at least it's been alleged in the reporting, that the Department of Commerce was seriously looking at mega speed. But for some reason, largely due to NVIDIA's lobbying, it seems, the Commerce Department backed off of…

Kate Klonick

Yeah, so let's actually talk. I think that that is like the other, there's one story in which this is going to impact the AI industry, the AI race, the market, obviously. There's another story about the fact that the U.S. is a mark in such an obvious way. But then there's this other part of this…

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

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