Bloomberg’s Carol Massar goes all in on Nvidia’s investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washington national security issue putting the US-China battle over AI chips back in the spotlight. Plus, Menlo Ventures is out with a new report on the state of enterprise AI.
00:00:00 – Bloomberg Tech Begins
00:02:12 – Ian King on Nvidia Probes into CEO Affair
00:05:55 – Nancy Tengler, Laffer Tengler Investments on Huang’s China Position
00:13:08 – Michael Shepard on Huang Affair Draws Scrutiny in Washington
00:18:13 – Cameron McCord, Nominal CEO on raising $240M funding at $3B valuation
00:25:06 – Mandeep Singh on Nvidia raises key-man risk
00:28:46 – Doug Huber, Wealth Enhancement on Huang exit would concern investors
00:36:11 – Deedy Das, Menlo Ventures on 2026 Enterprise AI Deployment Spend
00:42:12 – Cameron Reinicke on Nvidia shares fall after CEO’s affair
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.
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