I didn't expect the Jensen Huang scandal to go away. I just didn't think it would not go away quite this forcefully.

In retrospect, the jackets pretty much screamed mid-life crisis. As Zachary Basu of Axios puts it (in an article written in that bastard child of Readers' Digest and USA Today style we've come to expect from the publication):Why it matters: Nvidia CEO Jensen Huang has fashioned himself as the indispensable leader of an indispensable company — a $4.5 trillion behemoth with unparalleled clout in Silicon Valley, on Wall Street and inside President Trump's White House.Is difficult to overstate what a key figure Huang has become in the massive (and increasingly precarious looking) AI bubble or what a central role Nvidia plays in the industry. [image or embed]— B.J. Gunts (@bjgunts.bsky.social) November 8, 2026 at 5:22 PM ‘Finance officials are closely watching the AI buildout to monitor for the possibility that an unexpected event could destabilize the global financial system... Central bankers “are clearly very, very, very anxious about this and thinking hard about these questions.”‘…

Commenting on Bubbles has been removed. Why? If you want to talk about this post, write to the author, use the comments on their blog if it has them, or reply with a "RE:" post on your own blog. Suggestions? feedback@bubbles.town