The Jensen Huang scandal is hardly over

Elizabeth Lopatto argues that Jensen Huang's resignation as Nvidia CEO is unlikely to close the scandal, suggesting the second affair story served as a pretext tied to last week's report that Huang was honeypotted by an alleged Chinese spy. She links the case to chip-smuggling questions around Megaspeed, whose Singapore office The Straits Times found showed no signs of activity, and to Super Micro's alleged $2.5 billion passthrough of Nvidia chips to Alibaba, noting Nvidia reportedly intervened to halt a 2025 Commerce Department investigation of Megaspeed. Lopatto also points to incoming Democratic control of Congress and Elizabeth Warren's planned subpoenas as pressure that could keep the allegations alive.