The Journal.

Jensen Huang, the CEO of Nvidia, acknowledged that he had an affair with a tech executive named Alice Huang. U.S. officials suspect that she’s a Chinese intelligence asset. They also suspect that the company she worked for was illegally diverting coveted Nvidia chips to China. WSJ’s Robbie Whelan reports on the revelation of the affair and the fallout for Huang’s reputation. Kate Linebaugh hosts. Further Listening: - The Nvidia CEO’s Quest to Sell Chips in China - China and the U.S. Are in a Race for AI Supremacy Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

This year’s midterm election wasn’t just a big win for Democrats. It was also a win for data center opposition. Across the country, voters elected politicians who are critical of data centers and passed measures halting or restricting their development. WSJ’s Anissa Gardizy reports on what the election results mean for AI companies and what the industry plans to do next. Ryan Knutson hosts.  Further Listening: - Red, White and Who? The Anti-AI Voters - A Sneak Peek Into Anthropic’s Business Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Come see The Journal Live in Dallas on Monday, November 9th. Due to popular demand, we’ve released more tickets. Buy them here. Lev Stupnikov was an officer in Russia when he decided to do the unthinkable: sabotage his own military and defect over the border to Ukraine. WSJ’s Matthew Luxmoore takes us inside Stupnikov’s harrowing journey from young Russian military cadet to high-profile asset for Ukraine and what it reveals about the state of the war. Ryan Knutson hosts. Further Listening: - Trump Turns on Ukraine - An Exclusive Interview With Ukraine’s President Zelensky Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

America has a new political reality: Republicans’ decades-long grip on Southern politics has cracked. Democrats won major races this week, from Texas to South Carolina. WSJ’s Cameron McWhirter explains how the Republicans lost, how the democrats are expected to govern and whether or not the South’s purple status is here to stay. Kate Linebaugh hosts. Further Listening: - Red, White and Who? A Blue Tsunami - Red, White and Who? The Swing Voters in South Texas Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Last week, Microsoft announced that the company is offering buyouts to 60,000 employees. Like much of corporate America, the tech giant is facing pressure to increase AI spending and shave costs. WSJ’s Chip Cutter reports that buyouts are becoming a trend. These kinds of programs offer a tempting solution for companies that want to avoid the disruption and backlash that comes from mass layoffs. Imani Moise hosts. Further Listening: - The Era of AI Layoffs Has Begun - Corporate America’s Embrace of Trump 2.0 Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices