Jensen Huang's scandal poses a rare crisis in US corporate history, given the national security stakes, his centrality to Nvidia, and its role in the AI race
THE SO WHAT
Single-founder key-man risk just collided with national security risk at the core of the AI supply chain. If you rely on Nvidia for roadmaps or custom commitments, treat the next 3–6 months as governance overhang risk and stress-test your dependency assumptions.
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