Jensen Huang resigns after affair and spying allegations

Nvidia co-founder and CEO Jensen Huang resigned following reports of an affair with a Chinese cloud executive who was allegedly recruited by Chinese intelligence. The revelations, alongside concerns about uncounted chips and loan commitments, have caused Nvidia's stock to drop over 20%. The author argues that Nvidia's public risk disclosures failed to adequately account for the critical dependency on its founder and associated geopolitical risks. Open article →