Jensen Huang has admitted an affair with a woman accused of spying for China, and the chip industry is watching closely.
Jensen Huang has admitted an affair. The Nvidia chief executive confirmed the relationship with Alice Huang, a woman accused of being a Chinese intelligence agent. Beijing rejects the espionage claims. US authorities have reportedly investigated her for years.
This is not a tabloid story. Nvidia is the world's biggest supplier of the high-end chips that train and run artificial intelligence, with some estimates putting its market share above 80%. The company began by making graphics chips for video games. Those chips proved ideal for the heavy number-crunching AI demands.
Rivals such as Google and AMD have tried to catch up. Neither has displaced Nvidia. That dominance makes Nvidia a tool of American strategy. Washington has restricted sales of the most powerful chips to China since 2022, hoping to slow Chinese AI development, although the rules were somewhat relaxed last year.