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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
BBC News
5h ago
Nvidia: How the Jensen Huang scandal exposed a headache for business-friendly Singapore

Nvidia: How the Jensen Huang scandal exposed a headache for business-friendly Singapore

The scandal has cast a spotlight on Singapore's success as a chip hub - and a location for alleged illicit trade.

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CNBC World
7h ago
Nvidia is done with Jensen Huang. The fallout in Washington is just beginning

Nvidia is done with Jensen Huang. The fallout in Washington is just beginning

The Republican-led Congress wants to see Jensen Huang in Washington before Democrats take control in January.

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The Next Web (TNW)
15h 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.

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CNN International
17h 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

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TechCrunch
6h ago
Jensen Huang’s departure blasts big hole in AI startup funding, VCs and founders say | TechCrunch

Jensen Huang’s departure blasts big hole in AI startup funding, VCs and founders say | TechCrunch

Nvidia poured tens of billions into AI startups under Huang. Without him at the helm, founders and VCs are bracing for smaller checks and lower valuations.

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ABC News Australia
10h 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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