The Jensen Huang scandal is far more than just “sex gossip”—it’s a 45-trillion-yuan “black swan” event for trust.
The leather-jacketed godfather’s carefully crafted image has crumbled, sending Nvidia shares plunging in premarket trading. What terrifies Wall Street isn’t his personal conduct, but the “key-person risk” this has exposed.
With the private life of a top chipmaker’s chief deeply entangled with the murky interests of data-center executives, the biggest concern is whether there’s a specter of “national security threats and commercial leaks” lurking behind it all.
In response to the criticism, Trump and Musk were quick to voice their support: “He is irreplaceable to America’s AI leadership.”
The endgame of this storm was always clear:
Capital has never cared about character—only computing power.
As long as Nvidia remains the world’s only heart of AI, this controversy will most likely be buried under next quarter’s earnings.$XAU #XAU #黄仁勋因婚外情致歉,英伟达启动独立调查
The leather-jacketed godfather’s carefully crafted image has crumbled, sending Nvidia shares plunging in premarket trading. What terrifies Wall Street isn’t his personal conduct, but the “key-person risk” this has exposed.
With the private life of a top chipmaker’s chief deeply entangled with the murky interests of data-center executives, the biggest concern is whether there’s a specter of “national security threats and commercial leaks” lurking behind it all.
In response to the criticism, Trump and Musk were quick to voice their support: “He is irreplaceable to America’s AI leadership.”
The endgame of this storm was always clear:
Capital has never cared about character—only computing power.
As long as Nvidia remains the world’s only heart of AI, this controversy will most likely be buried under next quarter’s earnings.$XAU #XAU #黄仁勋因婚外情致歉,英伟达启动独立调查
