Author’s note: This is the first edition of The Grey Pill, a recurring column that aims to synthesize the most important developments and perspectives in AI. The “grey” here does not represent a midpoint between the doomer blackpill and the utopian whitepill, but rather a commitment to radical thoughtfulness, a recognition that AI’s future civilizational impact remains undetermined, and a belief in human agency to shape history.

The Grey Pill will be written by me, G. B. Rango, until further notice; that is, until my untimely death, departure, or cancellation due to poor ratings / indefensible statements.

IN THIS EDITION

• Nvidia CEO Jensen Huang resigns and is now on the outside of the global AI race after going inside a Chinese spy.

• Data centers’ “water guzzling” problems are solved! A Blue Tsunami is headed straight toward them (angry, anti-AI Democrats).

• Anthropic (maybe?) hits its existential “oh shit” AI-capabilities scaling threshold. IPO buyers rejoice, doomers spaz.

• The Dario Amodei playbook for targeting a $1.3T company valuation: say your product cures cancer.

Jensen Huang: The Spy Who Shagged Me

Nvidia CEO Jensen Huang resigned this morning in the wake of two extramarital affairs: one honeypotted-by-a-Chinese-succubus scenario and one (alleged) relatively vanilla case of the “sleeping with a direct report” trope. The first involved Alice Huang, a Chinese national and former executive of Singaporean data center company Megaspeed, whom U.S. intelligence officials have believed since 2025 to be a CCP spy. CFO Colette Kress will serve as interim CEO.

Huang co-founded Nvidia 33 years ago and has led it since. His affair with Kimberly Powell, a senior Nvidia executive, seems secondary and emerged only after Huang’s spy-affair admission. The most pressing practical concern is not one of moral cancellation for infidelity, but of Huang’s potentially betraying American interests for a good shagging.

Both Alice Huang and Megaspeed were already under U.S. investigation for suspected chip diversion to China in 2024, and by June 2025 the company had acquired nearly $2 billion of Nvidia technology via its Malaysian subsidiary Speedmatrix. Other reporting suggests that Alice Huang helped facilitate “the shipment of at least $7.5 billion worth of Nvidia chips” since 2023; 240,000 were smuggled into mainland China.

Jensen had hired Heller, a PR crisis firm known for its sex-scandal work, by October of 2025. The NYT claims that Trump was briefed on the double-Huang situation that month and chose not to act, with Marco Rubio later overseeing a highly classified spring 2026 memo warning that Alice Huang had been recruited by China’s Ministry of State Security (MSS) to — quoting NYT here — “potentially influence the company to push for its most advanced chips to be made available to China.” The Financial Times claims that a source who knows Alice Huang was “asked by MSS for information about her… including the nature of her business,” which potentially complicates the spy accusations.

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