Nvidia case, Jensen Huang leaves. US Intelligence: "Not sure that Alice Huang is a spy"

Nvidia has burned over 400 billion since the beginning of the week

Meanwhile, yesterday Nvidia closed on the Nasdaq with a drop of 4.34%, at 166.19 dollars, bringing losses to 11% since the start of the week, triggered by the reports on Jensen Huang's extramarital affairs. The company has burned through more than $400 billion in market value since Monday.

The future of Nvidia

Huang's resignation triggered a delicate succession. The Nvidia board has appointed Colette Kress, head of the group's financial control for 13 years, as interim CEO, in view of the selection of candidates for the position on both the internal and external fronts. President Donald Trump, meanwhile, wanted to have his say: "Now that Nvidia CEO Jensen Huang, who has done a fantastic job, has resigned, there is only one man capable of taking his place: Tim Cook of Apple. One legend replacing another!". Meanwhile, news has arrived from the USA that US Secretary of Commerce Howard Lutnick will testify before Congress on the Nvidia case. Lutnick came into focus because, before the Trump administration gave the green light to Nvidia to sell advanced chips to China, the Department had an obligation to vet the companies for national security risks.

Spotlight on Singapore and Malaysia on the global chip chain

The storm that hit Nvidia also put the spotlight on the role of Singapore and Malaysia in the global chain of semiconductors for artificial intelligence. As an analysis by Nikkei Asia highlights, the two South-East Asian countries - which in recent years have become privileged destinations for billions of dollars of investments in data centers and cloud infrastructures - now find themselves under the scrutiny of Washington for the risk of being used as transit hubs and rental of computing power towards China. In focus are billion-dollar supplies of advanced chips destined for Singapore-based companies, such as Megaspeed, and installed in data centers across the border in Malaysia.