Jensen Huang built an exceptional company, Nvidia which was not making but designing microchips. In doing so, he helped the US take the lead in AI infrastructure.
The "Honeypot" story itself is suspicious. What was the need for a Chinese "spy" when Huang himself actively tried to sell his microchips to China? He was arguing quite convincingly that preventing the sales to China would not impede their development, only delay it slightly obliging the country to focus on homegrown technology.
More than anything, the timing of the disclosure is suspicious. Why now, just two weeks after the mid-term elections in the US while his affairs were an open secret in the company?
It looks like through him, someone is trying to reach another target with this well aimed and strategic article in the New York Times. What could it be?
One thing is certain, the Nvidia debacle could very well mark a turning point since the company is at the core of all the cross-investments so characteristic to the current AI bubble. To be continued...
