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The cult of Jensen Huang is Nvidia’s biggest risk

The Australian Financial Review (AFR) •
November 12, 2026 • 08:03 AM
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The alleged scandal shows how easily private tech companies can become a national security liability in today’s AI cold war between the US and China.

The cult of Jensen Huang is Nvidia’s biggest risk

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.

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Same Story from Other Publications

Compare how 6 other independent news outlets reported on this story.

6 Publications
The Next Web (TNW)
7h ago
Nvidia keeps its Jensen Huang probe open as Congress calls him in

Nvidia keeps its Jensen Huang probe open as Congress calls him in

“He has agreed to come,” Mast said of Jensen Huang. The Senate wants him on 3 December, and Reuters reports a second affair with an employee.

#jensen-huang #nvidia #jensen
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CNBC World
7h ago
What's ahead for AI financing after Nvidia CEO Jensen Huang departs

What's ahead for AI financing after Nvidia CEO Jensen Huang departs

Jensen Huang’s resignation puts Nvidia’s AI financing strategy in focus as investors watch credit markets and neocloud exposure.

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CNN International
8h ago
What’s next for the global economy after Jensen Huang’s stunning fall from NVIDIA? | CNN Business

What’s next for the global economy after Jensen Huang’s stunning fall from NVIDIA? | CNN Business

CNN Senior Business Reporter David Goldman joins Audie Cornish to discuss how Jensen Huang’s downfall at NVIDIA could impact everything from the AI boom to your 401k

#jensen-huang #nvidia #jensen
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The Guardian
16h ago
A timeline of the affair scandal that sank Nvidia’s Jensen Huang

A timeline of the affair scandal that sank Nvidia’s Jensen Huang

CEO behind the meteoric rise of Nvidia stepped down after it was revealed he had an affair with an alleged Chinese spy

#jensen-huang #nvidia #jensen
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ABC News Australia
2h ago
Why you will pay for Jensen Huang's indiscretions

Why you will pay for Jensen Huang's indiscretions

Nvidia is one the most valuable companies on the planet, but its former boss had 60 direct reports, meaning it wasn't structured to cope with scandals.

#jensen-huang #nvidia #jensen
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The Verge
2h ago
Jensen Huang was reckless with the environment, too

Jensen Huang was reckless with the environment, too

Nvidia’s ‘hidden’ emissions are enormous.

#jensen-huang #nvidia #jensen
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