How embarrassing that the brilliant Jensen Huang, CEO of Nvidia, apparently fell for this Hollywood movie cliché.
asserted
Huang → fall → cliché
Huang has been a front-line warrior in America’s race to stay ahead of China in AI.
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Huang → stay → AI
How the heck did he slip up?
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he → slip → ?
Huang has admitted to having an affair with an unrelated Chinese business executive, Alice Huang.
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Huang → admit → executive
Huang has apologized to his family and employees.
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Huang → apologize → family
Nvidia is investigating.
asserted
Nvidia → investigate → ?
According to the Financial Times, Alice Huang boasted to investors about her ability to secure Nvidia chips, likely on the black market, for use in non-American data center projects in Southeast Asia.
uncertain
Huang → accord → Asia
Huang’s former company, Megaspeed, is being investigated for allegedly smuggling Nvidia "chips" called GPUs.
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company → investigate → chips
"You deserve better from me," Huang said to Nvidia employees and shareholders in a press release on Sunday.
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Huang → deserve → Sunday
Frankly, Huang owes America an apology.
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Huang → owe → apology
Here’s why.
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Here → ’ → ?
A Chinese assault on Nvidia is scary for Americans because Nvidia holds as much as an 80% market share of the world’s most advanced data center AI chips.
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Nvidia → hold → chips
Nvidia is the "go-to choice for all the biggest AI software developers," as explained by Yahoo Finance.
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Nvidia → go → Finance
Can you imagine if the CEO of a top U.S. defense company was caught in a close relationship with a suspected Chinese operative?
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CEO → imagine → operative
One has to wonder: Does Huang not realize that Nvidia has made him a major national security player and, therefore, a target for espionage?
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him → have → espionage
The U.S. intelligence community certainly had its eyes on Nvidia’s CEO.
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community → have → CEO
As reported by The New York Times, it turns out U.S. intelligence agencies suspected Alice Huang was a Chinese recruit.
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Huang → report → Times
The Times also reported that Secretary of State Marco Rubio alerted other officials months ago to the possible shenanigans.
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Rubio → report → shenanigans
He embodies the American dream at hyperscale.
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He → embody → hyperscale
He married his college sweetheart, his daughter, son and son-in-law all work in the family business, and he’s become a titan on the level of Henry Ford.
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he → marry → Ford
Remember when Huang flew on Air Force One with President Trump to Beijing back in May?
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Huang → remember → May
Winning the race with China – whether in the Pacific, in space or in AI – is the top challenge for America, as laid out by all the recent national security strategies from both the Biden administration and Trump’s White House.
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Winning → win → administration
Aside from the nuclear triad, the AI race may be the single most important contest shaping the world today.
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race → shape → world
To win the AI competition, the U.S. must conquer global market share.
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U.S. → win → share
Nvidia chips won’t do it alone.
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chips → do → it
The overall goal is for U.S. products to dominate the AI tech stack – chips, software, models, experts and, yes, data centers.
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products → dominate → stack
That is why Amazon Web Services, for example, has a global network in 39 regions and why you see Google investing $15 billion in Malaysia, alongside $17 billion in Wyoming.
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Google → have → Wyoming
Maintaining the lead requires a robust base of global operations and sales that generate the revenue to fuel innovation.
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that → maintain → innovation
This is why Chinese companies were trying to get advanced chips.
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companies → try → chips
This is also why, ironically, the U.S. Department of Commerce may now permit case-by-case sales of slower H200 chips to certain Chinese companies.
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Department → permit → companies
American tech can’t lock itself down inside the USA and give China free rein to build out data centers around the globe to undercut prices for AI services and capture global markets.
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tech → lock → markets
Let’s just hope that if any gifts were exchanged, the object of Huang’s affection got diamonds, not information on the Blackwell chip architecture.
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object → let → architecture
Whatever happened, it looks like conduct unbecoming of an industry leader.
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it → happen → leader
This whole sorry tale proves once again that Xi Jinping and his minions will stop at nothing to slash America’s lead in AI.
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Jinping → prove → AI
The Aporia
