What could China get from Jensen Huang?

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It’s difficult to overstate Nvidia’s power in today’s AI landscape. The company’s chips are the bedrock upon which advanced AI technology in the US is being built, and demand has consistently outpaced supply for years. Nvidia has also been an influential investor in a wide range of up-and-coming AI companies in recent years, with about $99 billion worth of equity investments in frontier AI labs, neoclouds, infrastructure companies, and more. Its chief executive has even become close with President Donald Trump.

This is why, as both cofounder and longtime CEO of Nvidia, Jensen Huang would be a valuable target for a foreign adversary with sights on the American AI industry.

Huang is in hot water after news broke of his extramarital affair with an alleged Chinese spy. Alice Huang (no relation to Jensen) is an executive at Megaspeed, a Singapore-based cloud provider and a top Nvidia customer. Questions are swirling...

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