China Expert: Jensen Huang Probably Wasn’t the Only CEO Targeted

Isaac Stone Fish, who runs China risk research firm Strategy Risks, tells veteran business journalist Deirdre Bosa it seems “very, very unlikely” Jensen Huang was the only Fortune 500 chief executive Beijing targeted, though nothing more has been documented. He calls the episode a net loss for China and expects tougher export control enforcement. Huang admitted an affair with a woman US intelligence officials believe was recruited by China; the allegations are unproven, Nvidia’s board is investigating, and China calls them a smear.

Featuring
Isaac Stone Fish, Founder and Chief Executive Officer, Strategy Risks
Deirdre Bosa, Yahoo Finance

Watch the full episode: https://youtu.be/HMuaWkwYMzY

Timestamps
0:00 What the scandal means, and why it is a net loss for China
1:12 Why he expects more cases to come out
2:33 How much is Nvidia, and how much is Beijing
3:53 Nvidia’s access, and why export controls get enforced now
5:17 Export controls, China’s car industry, and America’s chips
6:58 Can the board’s investigation be credible?
8:10 What China was after, and how Beijing responds
9:20 New blacklists, and which Chinese companies are at risk

#Nvidia #JensenHuang #China #YahooFinance

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