Friday, November 13, 2026

'An Insane Scandal’: How Jensen Huang’s Downfall Could Change Everything

The downfall of arguably the single most important person in AI is a massive story. But the implications and insinuations of this scandal go deeper, touching on everything from American national security, US-China relations, the future of the AI buildout, chip export policies, your retirement account, and an existential debate among AI experts about who should have access to the most advanced AI chips. [...]

CHAPTER 1: THE MAIN CHARACTERS
The CEO, the Spy, and the Singapore Question

Can you tell me the gist in one sentence?

The chief executive of Nvidia had multiple affairs, including one with a suspected Chinese spy, who was an executive at a Singapore company that bought billions of dollars of Nvidia chips and is suspected of illegally redirecting them to Chinese companies in violation of American law.

Can you explain the larger stakes of the scandal in one sentence?

It’s probably something like this: It’s sketchy for chief executives to have affairs with their employees and major clients; sketchier still for them to have affairs with clients whose business is suspected of violating federal law; even sketchier for that paramour to also be a suspected secret agent of a foreign government; maximally sketchy if that foreign government is America’s top geopolitical adversary; and beyond all reckoning of sketchiness if the US government knew of these allegations and revelations and did approximately f*ck-all about it for months.

We’ll get to the nitty-gritty of everything in that sentence further down in the piece, but that’s basically what we’re dealing with here.

by Derek Thompson, Substack |  Read more:
Image: X
[ed. See also:  Jensen Huang Resigns After Having Another Affair In Addition to the Chinese Spy (DWAV). Do check out these videos:]
*****

Table of Contents

1. A Second Ant in the Kitchen.

2. There Was Going to Be an Investigation.

3. Jensen Huang Had to Resign.

4. Seven Billion in Sales to China Enabled by Jensen’s Ties to Alice Huang.

5. Jensen Huang Attempted to Make Himself Unfireable.

6. A Remarkable Lack of Contagion.

7. Even Now There Are Those Defending Jensen Huang.

8. Send in the Sockpuppets.

9. Okay Maybe We Came on a Little Strong.

10. Past Scandal at the Commerce Department.

11. New Scandal at the Commerce Department.

12. Chip Export Controls Gain Momentum.

13. Reminder That Compute Is Very Important.

14. If You Can’t Even Have an Affair With a Chinese Spy.

15. What Happens Next?