The Chinese spy allegation that toppled Nvidia's CEO is starting to look shaky

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New reports raise questions about the intelligence behind Jensen Huang's ouster from Nvidia and the role of China hawks in the US administration.

I'm not a conspiracy theorist. But sometimes new information emerges that makes a wild theory worth considering. That's where I find myself with the extraordinary downfall of Jensen Huang, the cofounder and longtime CEO of Nvidia, America's most important AI company. Huang resigned this week after revelations that he had an extramarital affair with a Chinese businesswoman suspected of spying for Beijing. The woman, Alice Huang, was also an executive at a company that bought billions of dollars worth of Nvidia's powerful AI chips and has been investigated over concerns that some of those products may have been illegally diverted to China. The allegations were explosive.

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