The future of AI hinges on… Jensen Huang’s sex life?

This opinion piece discusses reports that Alice Huang, a former TV reporter turned executive at chip-buying firm Megaspeed, was allegedly recruited by China's Ministry of State Security and was photographed with Nvidia CEO Jensen Huang in a Taipei bar in 2024. It notes Nvidia opened an investigation into Jensen Huang, who admitted in an email to colleagues that he had been "unfaithful," and argues that Nvidia's central role in financing AI neoclouds means trouble at the company could ripple through the AI industry.