The cult of Jensen Huang is Nvidia’s biggest risk

Detailed summary

The alleged scandal shows how easily private tech companies can become a national security liability in today’s AI cold war between the United States and China.

For years, Silicon Valley prophets, Wall Street and geopolitical pundits assumed the greatest dangers to the artificial intelligence boom were technological limitations, great-power conflict, cyberattacks or the hubris of markets. Almost no one priced in old-fashioned human frailty.

Revelations that Nvidia co-founder Jensen Huang had an extramarital affair with suspected Chinese spy Alice Huang have triggered an FBI investigation into potential foul play, wiped billions off the chipmaker’s market value and thrown the future of one of AI’s most pivotal companies into doubt.

Opening of the article, excerpted from Australian Financial Review. To read the rest, open the article on the publisher's site.