Can Nvidia Survive the Jensen Huang Spy Scandal? | E2361
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Nvidia’s board is investigating CEO Jensen Huang after he admitted to an affair with Alice Huang (no relation), the leader of Singapore cloud computing and data center interest Megaspeed. US officials now believe that Alice Huang may have been recruited by Chinese intelligence to spy on the Nvidia chief or use him as an asset.
Jason’s take: benching Jensen would be the wrong move, and play precisely into the Chinese government’s hands.
On a Monday all-news special, Jason and Lon dig into the unfolding Nvidia scandal: what it means about Jensen’s past statements regarding Chinese AI, the seemingly intractable chip diversion problem, and whether or not the China hawks were actually right all along on the issue of GPU exports.
Plus: is Sequoia vs. Roelof Botha really happening, or is it just a media narrative? Why Apple CEO John Ternus wants to get more aggressive about using Siri as an agent. And why Jason thinks Democrat will focus more on slowing the spread of self-driving cars and humanoid robots rather than stalling new data centers.
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