Jensen Huang Scandal Fallout Grows
A Chinese company founded by Alice Huang, the woman at the center of a controversy dogging Nvidia, procured smuggled AI chips that were installed at a Shanghai data center with links to Megaspeed International, according to documents reviewed by Bloomberg News. Bloomberg News Seoul Bureau Chief Cat Barton takes an international view of Jensen Huang’s downfall. Bloomberg News US Semiconductor Reporter Ian King also brings an exclusive inside look at Huang’s final hours as Nvidia CEO. Plus, Bloomberg News Technology Reporter Matt Day has the update and fallout of Microsoft’s massive services outage. Finally, Lis Agosto, Director of Product Research & Strategy at Global X ETFs, takes an investor’s view on the Nvidia scandal.
Chapters:
00:00:00 Bloomberg Businessweek Daily
00:03:23 Nvidia & Chip Stocks Slide
00:05:19 Nvidia’s Fallout in South Korea
00:07:38 Nvidia’s Global Relationships After Huang
00:09:19 South Korea & the Global AI Race
00:11:29 China, Nvidia & Chip Restrictions
00:13:26 Microsoft Outlook Outage
00:16:10 Microsoft’s Importance to Corporate America
00:19:03 Markets: Nvidia & Semiconductors Fall
00:20:59 Jensen Huang’s Final Hours as Nvidia CEO
00:23:02 Huang’s Resignation & State of Mind
00:24:01 Nvidia’s Board & Future Without Huang
00:25:18 What’s Next for Jensen Huang
00:27:17 Can Nvidia Thrive Without Its Front Man?
00:29:18 Nvidia’s Search for a New CEO
00:31:12 The Bull Case for Nvidia
00:34:27 Goldman’s Market Outlook
00:35:25 AI Investing After Huang’s Exit
00:38:34 Energy, Data Centers & the AI Trade
00:40:15 Data Center Backlash & Investment
00:43:35 Nvidia Earnings & Hyperscaler Spending
00:45:25 Stock Movers: Nvidia, Cerebras & Cisco
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