Nvidia CEO Jensen Huang Resigns Amid Spy Affair Allegations; AI Bubble Risk Surfaces

Jensen Huang has resigned as CEO of Nvidia following allegations of affairs, including with a purported Chinese spy. This is a first-order shock to the AI supply chain and equity markets, given Huang's central role in Nvidia's strategy and the AI buildout. The resignation is unconfirmed in detail, and the market impact is uncertain but potentially severe, with Wall Street sources flagging risk to the AI bubble.

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