We all thought the AI bubble had burst in China, then Jensen Huang had an affair.
asserted
Huang → think → affair
Except, oops, it was two alleged affairs.
asserted
it → allege → ?
And Donald Trump knew about at least one of them, apparently, but who doesn’t cheat on their wives and what damage can a woman really do?
asserted
woman → know → damage
Now that Jensen Huang has finally “resigned” (presumably been ousted) from Nvidia, it’s probably time to discuss how damaging such a belief system is — not for someone’s soul, but for national security.
asserted
system → resign → security
Because Trump’s blind spots, and the blind spots of the fools around him, allowed for a situation that made absolutely everybody vulnerable in an industry the US was supposed to “win”.
asserted
US → allow → industry
Trump’s first reaction to hearing that Huang was likely having an affair with a Chinese spy — an allegation that was shared with him by US intelligence, months ago — was, apparently, to ignore it.
asserted
that → hear → it
His second reaction, this week, when Huang’s affairs started making headlines, was to say that he thought Huang should stay on as CEO, that he’s a good guy and that it doesn’t feel like a big deal.
asserted
it → start → deal
Needless to say: it is a huge deal.
asserted
it → say → ?
It’s not just a huge deal because we now know Huang was somewhat of a tomcat, also apparently sleeping with one of his direct reports in the company.
asserted
Huang → ’ → company
It’s a huge deal because it shows how much those all-important AI capabilities — the industry Trump is determined to “win” at; the industry he was against putting any guardrails in for, because something-something China — are controlled by a handful of extremely fallible men.
asserted
he → ’ → men
Although this fact has become obvious to everyone, and has hit the stock market hard, those men still refuse to accept that that’s a problem.
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that → become → market
Case in point: Elon Musk publicly offering to hire Huang when it became clear that the CEO would actually have to go.
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CEO → offer → Huang
Trump believes in a back-slapping, boys’-club business world that doesn’t exist anymore.
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that → believe → world
As we know, he loves a ceremony where he can slap on a hard hat and sign a beam.
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he → know → beam
He loves talking about pipes and granite outside the Reflecting Pool.
asserted
He → talk → Pool
He does not seem to understand how catastrophic it is that Jensen Huang was having an affair with Alice Huang, whose Singapore-based business Megaspeed appears to have helped Nvidia chips make their way into China via Singapore.
asserted
chips → seem → Singapore
But “he had no idea the person he was talking to was a spy,” said Trump, as if that isn’t entirely the point of spying.
asserted
that → have → spying
It’s also worth underlining that if you believe women are dispensable, naive fools, you won’t have the imagination to grasp how extremely clever women spies operate, and how extremely dangerous they can be to your national security.
asserted
they → ’ → security
What Trump can’t grasp is that this isn’t about what Jensen Huang believed or knew or whether he’s a nice guy who can build some nice factories again in the future.
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who → grasp → future
And of course he’d rather believe his own narrative.
asserted
he → believe → narrative
Huang helped fund Trump’s infamous ballroom, to the tune of $25 million
asserted
Huang → fund → million
He had phone calls with Trump about AI.
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He → have → AI
He travelled on Air Force One.
asserted
He → travel → Force
He also sold the president a vision of the future where Nvidia computer chips transformed the AI landscape and totally reshaped the economy in every way.
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chips → sell → way
He wanted open trade with China and he argued that Nvidia should compete with them in an open market manner, rather than trying to seal off trade secrets.
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Nvidia → want → secrets
He thought the US should try and compete for the massive, highly lucrative Chinese market rather than leaving it to smaller Chinese competitors.
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US → think → competitors
Democrats wanted to speak to him in Congress about that (he never turned up.)
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he → want → that
And now it raises some questions: Sure, the chips guy wanted to sell chips to more people and make lots of money.
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guy → raise → money
But how much of that viewpoint was informed by conversations he was having with Alice?
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he → inform → Alice
Now we’ve heard rumors that Huang was also having an affair with an executive at Nvidia, we have to wonder whether his behavior wasn’t more of an open secret.
asserted
behavior → hear → secret
And even if one of your affair partners isn’t allegedly working for China, you’re still a security risk if you’re putting it about like that.
uncertain
you → work → that
Trump has created his own little oligarchy in AI.
asserted
Trump → create → AI
Tech billionaires cycle in and out of the White House, contributing funds to his little renovation projects, having cosy little dinners with him at Mar-a-Lago.
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billionaires → cycle → Lago
There are only a handful of American companies that have built LLMs and they are eating up smaller companies in the space at a rapid rate.
asserted
they → be → rate
They also help choose and fund the next companies downstream, or have very close relationships with the firms that do so.
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that → choose → firms
This network includes the president’s family: Donald Trump Jr is a partner at a company that invests in AI companies, including Musk’s xAI and Vulcan Elements, which currently has a $620 million loan with the Pentagon.
asserted
which → include → Pentagon
Junior also has a data center business with his brother, Eric.
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Junior → have → brother
And Eric has interests in companies that use AI for defense and robotics, including a company that has a Marine Corps contract.
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that → have → contract
That’s without going into any of the other administration officials, friends and advisors who also have their fingers in a lot of AI pies.
asserted
who → ’ → pies
We now have ourselves a situation where there is an enormous concentration of AI infrastructure in a handful of companies, increasingly speculative investment assumptions and a political system in which the interests of major technology executives are closely intertwined with government decision-making.
asserted
interests → have → making
…and 14 more, not listed.
The Aporia
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