Nvidia CEO Jensen Huang is embroiled in a spying scandal. Could the AI chipmaker survive without him?

Jensen Huang, the CEO of Nvidia, is a highly sought-after figure in the tech world, with fans eagerly seeking his autograph in Taipei and Seoul. His influence extends beyond autographs, as he is the key to Nvidia's graphics processing units, which are crucial for training AI models and running services like ChatGPT. Huang's significance is further highlighted by billionaires like Larry Ellison and Elon Musk, who have reportedly pleaded for his AI chips.

Nvidia has not only relied on Huang for its chip supply but has also transformed its substantial cash reserves into a funding source for various companies, ranging from AI cloud-computing providers to major research labs. This strategic move has raised concerns among analysts, who question if Huang could become a liability for the AI industry following recent investigations into possible foreign intelligence targeting him.

The recent revelation has added a negative tone to the news, as it brings attention to the stewardship of one of America's most important companies and the architect of the US AI landscape.