Faisal Islam: What the boss of US tech giant Nvidia told me about China and national security
Reported by 26 outlets in the past day, including BBC, CNBC, DW.
1What happened
It is under investigation in the US for smuggling Nvidia chips into China, which it denies. DW ↗
2Compared to what
America’s great building booms, compared
At an estimated 3.6% of the economy a year, the AI build-out is larger than the railroad boom and more than three times the highway program. AI spending is an estimate. Source: Stijn Van Nieuwerburgh, as reported by The Wall Street Journal, Sept. 23, 2026
3What’s next
Nvidia’s stock slid more than 4% after its board opened an investigation into Jensen Huang’s relationship with a suspected Chinese spy, and one securities law expert says the company’s earlier insistence that it was all “normal” could turn into a very expensive problem. TechCrunch ↗
4Also reported
The US president said he spoke with Jensen Huang on Monday and asked him about the affair with the alleged spy. BBC ↗
Sources
- Faisal Islam: What the boss of US tech giant Nvidia told me about China and national security ↗BBC
- Trump says FBI investigating Nvidia boss's affair with alleged Chinese spy ↗BBC
- Nvidia falls for second day as investors weigh fallout of CEO’s affair with alleged spy ↗CNBC
- Jensen Huang's affair with alleged Chinese spy further complicates Nvidia’s China problem ↗CNBC
- Megaspeed and the battle to go high-end Nvidia chips into China ↗DW
- China panel chair Moolenaar demands answers on Nvidia CEO's alleged affair with a Chinese spy ↗CNBC
- Nvidia shareholders file class action lawsuit against chip giant and its CEO Jensen Huang following fall-out from Chinese spy allegations ↗DatacenterDynamics
- Nvidia’s Board Has a History of Letting Jensen Huang Get His Way ↗The New York Times