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A spy took out Nvidia’s CEO. Here’s how America still wins the AI race
The article argues that Jensen Huang’s reported resignation as Nvidia chief executive, amid an investigation linked to alleged chip smuggling, could unsettle the US position in the AI race with China. It presents his departure as a risk because Nvidia is a leading chipmaker and Huang has helped finance companies across the AI sector.
It recommends that the US take Chinese espionage risks seriously, support competitors such as AMD and in-house chip efforts by Google, AWS, Meta and Microsoft, maintain investment in AI companies, and expand global market share. The article cites Nvidia’s $5 trillion market capitalisation, a custom AI chip market forecast to grow from $32 billion in 2026 to $132 billion by 2035, and Nvidia’s reported $3 billion Meta stock purchase and $105 billion OpenAI data-centre lease guarantee. Colette Kress is identified as Nvidia’s interim chief executive.
In short
- The article says Huang’s departure could unsettle the US AI sector.
- It urges support for chip rivals and continued investment.
- It frames global market share as central to competing with China.
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