It has only been one day since Huang Renxun left Huida, and Silicon Valley expects him to return to the core of power

It has only been one day since NVIDIA CEO Jensen Huang resigned, but Silicon Valley in the United States has begun to anticipate his comeback and envision how he might return to the core of power.

POLITICO, a political news agency, reported and analyzed that Huang is a close ally of U.S. President Trump (Donald Trump). He often receives calls from Trump himself and has even answered them publicly, making him one of the most well-known and influential representatives of the technology industry in Washington.

Huida is one of the most profitable companies in the world and a core pillar of the AI ​​boom; after Huang Renxun left, there was a vacuum in the technology industry's important voice channel in Washington.

However, national security hawks in Washington and skeptics of the technology industry are preparing to ask Jen-Hsun Huang to go to Congress to explain and further scrutinize his extramarital affair with an alleged Chinese intelligence agent; on the other hand, Silicon Valley technology industry leaders lament his rapid departure and are beginning to imagine ways for him to return to the industry.

Palmer Luckey, founder of defense technology giant Anduril, and Aravind Srinivas, CEO of Perplexity AI, have come forward to defend Huang. SpaceX CEO Elon Musk has even raised the idea of ​​hiring Huang.

Five other technology industry insiders told POLITICO that they expect Huang to eventually return to Silicon Valley leadership in an important role; the other three are not so sure, but said they would not be surprised if it happened.

A senior executive of a well-known California startup company said: "Considering the value he has created and the industry's generally recognized status as the godfather of AI, he is bound to usher in the second act of his life. Regardless of his past mistakes, major hyperscalers and startups will rush to contact him, hoping to recruit him to join."

Some people point out that although Huang Renxun has lost his lofty status at Huida, he is still worth approximately US$145 billion (approximately NT$4.7 trillion). He has extensive connections among senior people and enjoys an excellent reputation as an entrepreneur in the industry.

Joseph Hoefer, chief AI officer of lobbying firm Monument Advocacy, said: "This kind of influence cannot disappear overnight. I would not confuse losing a position with losing the ability to influence future developments."

Three people interviewed by POLITICO said that for Huang Jen-Hsun, it may be easier to use abundant funds to start his own business than to join an existing company.

In addition, some people have begun to amplify the outside world's doubts about the initial report, which may weaken the support for Huang Renxun's resignation. The Financial Times initially reported that U.S. intelligence agencies believed Huang was involved in an extramarital affair with a Chinese spy.

Democratic Congressman Jim Himes of Connecticut, who is expected to take over as chairman of the U.S. House of Representatives Intelligence Committee, told POLITICO this week that based on briefings provided by U.S. intelligence officials, he could not determine whether Huang's extramarital affair partner knew that he was providing information to China.

David Sacks, Trump’s former director of AI affairs and an influential venture capitalist in the right-wing camp of the technology industry, also specifically mentioned that there are reports that some members of the U.S. intelligence community have similar doubts. He posted on the social platform X: "The spy narrative has begun to unravel."

But regaining influence in Washington may be trickier than in Silicon Valley. Jen-Hsun Huang has been a strong advocate of relaxing exports of advanced semiconductors to China, a position that has now been questioned by members of Congress due to an initial report by the Financial Times. Huang has agreed to testify at an upcoming House of Representatives hearing.