Single Point of Failure

The CEO of the company the whole AI economy leans on admitted Sunday he had an affair with a woman U.S. intelligence says was a Chinese spy. The affair is his business. The rest of it is everyone's. Back in March I wrote that Jensen's apology tour changed exactly nothing. I didn't expect that title to get a sequel. Yet here we are. On Sunday, Jensen Huang sent an email to Nvidia staff admitting he'd been unfaithful to his wife. Short, contrite, "no excuse for what I did." Nvidia's board opened an independent investigation the same day. And according to a source who spoke to NBC News, U.S. intelligence agencies have concluded that the woman, Alice Huang (no relation), was a Chinese spy. She was also a customer, and not a small one. She was a senior executive at Megaspeed, a Singapore-based data center company that, per the Times, became one of Nvidia's largest buyers at roughly $4.8 billion in equipment. I'm going to say this once and move on. The cheating is gross, it's between him…

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