The Jensen Huang scandal is hardly over

A newsletter commentary argues that Nvidia CEO Jensen Huang resigned after reports of a second affair and a board meeting on his ouster, and that the affair may be a pretext tied to earlier allegations he was honeypotted by an alleged Chinese spy and to questions about Nvidia chip diversion through Megaspeed and Super Micro. It cites Culper Research's claim that over 20% of Nvidia's FY 2026 compute revenues were China-driven, reports that Nvidia intervened to halt a 2025 Commerce Department investigation of Megaspeed, and notes incoming Democratic committee subpoena power.