Huang Renxun cheated on his spy mistress! "The Economist" has a very sour sentence

Huida CEO Jensen Huang admitted his extramarital affair on the 8th. The British media "The Economist" published an article on the social platform "The Economist" pointed out that this incident may not only jeopardize Huang Renxun's 33-year leadership position at the helm of Huida, but if it further involves national security concerns, it may even have a long-term impact on the global AI industry and U.S.-China technology competition.

The Economist pointed out that Huang Renxun is one of the most critical figures in this wave of AI, and Huida is the biggest beneficiary. Under his leadership, Huida has become the world's most valuable company. However, after Jen-Hsun Huang confessed to his extramarital affair on November 8, Huida's board of directors immediately launched an investigation into whether he had become a target of foreign intelligence operations, spreading the turmoil from his personal life to corporate governance and national security.

Huang Renxun has previously emphasized that the relationship with Huang Le only involves normal business dealings. Megaspeed, the Singapore data center company to which Huang Le belongs, is also a Huida customer. However, as Huang admitted his extramarital affair, Huida's board of directors also announced an investigation into relevant reports to understand whether he had been the target of foreign intelligence agency operations. According to reports, U.S. officials believe Huang Le is a Chinese spy.

In response, Huida's board of directors stated that there is currently no reason to believe that U.S. national security or company secrets have been compromised, and Huang Renxun is expected to continue to serve as CEO during the investigation. However, the outcome of the investigation will affect his future. Gil Luria, an analyst at the investment bank D.A. Davidson, bluntly said that the biggest question in this incident is whether Huang Jensen must resign.

"The Economist" further analyzed that this scandal marked the fall of Huida. Since the rise of the artificial intelligence wave at the end of 2022, Huida's market value has grown more than ten times to US$4.5 trillion, making Huang Renxun a billionaire.

If Huang Renxun really leaves Huida, it may have a major impact on the company. Huida, led by Huang Jen-Hsun, has high-performance chips that provide about two-thirds of the world's AI computing power. His years of active pursuit of key chip manufacturing capacity, especially Taiwan's semiconductor production capacity, has allowed Huida to continue to lead its competitors.

In addition, Huida has become more and more like a family business in recent years. Huang Renxun's daughter and son both serve as senior executives in the company. Stacy Rasgon, an analyst at the brokerage Bernstein, pointed out that if Huang Renxun steps down as CEO, Huida will face considerable "key-man risk" (key-man risk), and it is currently unclear who can take his place.

In addition to corporate succession issues, this incident may also deepen market doubts about the prospects of the AI ​​industry. Huang Renxun has long been regarded as one of the most important promoters of the AI ​​industry. As early as the beginning of the modern AI wave, he personally sent Huida GPU to OpenAI. In recent years, it has become more active in providing funding and financial support to AI research institutions and infrastructure companies. It has also recently led a US$500 billion plan, teaming up with Wall Street financial giants such as Goldman Sachs and Blackstone to provide financing for data center investments.

It is worth noting that the relationship between Huang Jen-Hsun and US President Trump has also attracted attention. The Economist pointed out that the U.S. government allegedly began monitoring Huang Le more than a year ago when it suspected that her company, Megaspeed, was involved in illegally smuggling Huida GPUs to China.

It is reported that U.S. Secretary of State Marco Rubio also drafted a confidential memorandum this spring to remind senior Trump administration officials to pay attention to Huang’s relationship with the suspected Chinese spy.

On the other hand, Huang Renxun has long lobbied the U.S. government to relax chip export restrictions, supports the sale of Huida's advanced chips to China, and advocates that the global AI industry should be built on U.S. infrastructure. Although his relevant stance has been maintained for many years and may not be related to Huang Le, The Economist believes that any lobbying actions by Huida CEO in the future will face stricter scrutiny from the outside world.

The U.S. Congress has also asked Huang Jen-Hsun to come forward and explain. Even before he confessed to his extramarital affair, three influential Republican congressmen had asked him to attend a closed-door briefing to explain his interactions with Huang Le. Democratic Senator Chris Coons, who is expected to take over as chairman of the Senate Foreign Relations Committee in January next year, has also promised to investigate the relationship between the Trump administration, Chinese spies and AI billionaires.

The Economist believes that if the storm continues to expand, it may not only change Huida's future leadership layout, but may also have a long-term impact on the global AI industry and the U.S.-China technology competition.