Nvidia CEO’s fling will be an affair to remember for AI, and for Trump

November 10, 2026 — 11:12am

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Jensen Huang’s admission of a marital affair with a woman suspected of being a Chinese spy raises two critical questions: What does it mean for Nvidia? And what does it mean for the artificial intelligence arms race between the US and China?

The two are related because Nvidia is the cornerstone of America’s leadership in AI. It supplies the world’s most advanced chips – chips that are a generation ahead of China’s.

Nvidia is also at the centre of America’s AI ecosystem, supplying not just chips, but vendor finance to frontier labs and neoclouds to help them acquire those chips that cement both America’s leading technology edge and the infrastructure that the industry rests on.

Huang is the pivotal figure in that system. It was his chips that trained the OpenAI models that, with the launch of ChatGPT in late 2022, ignited the AI boom. It is his chips that still dominate US and global AI development. Nvidia struggles to keep up with demand.

Huang, who co-founded Nvidia in 1993, is not just the chief executive of the company and its chief strategist, but heads its sales and marketing as well as product development.

He sits atop a most unusual corporate structure, with more than 60 direct reports. In no major listed company in the US does so much responsibility and power lie with a single executive.

Huang, regarded as the tech mogul closest to Trump, has argued strongly against regulation of AI.

If he were to be removed – either by his board, which has said it will conduct an inquiry, or by external pressure – could Nvidia function as effectively? There is no line of succession, or obvious successor, within the........

© Brisbane Times