Nvidia: Flirting with armageddon
Ian Dunt argues that Jensen Huang's resignation from Nvidia over affairs — one with a woman US agencies suspected of passing intel to Beijing — sent shares plunging and exposed a world economy reliant on one sector, one company, one man. He says the AI bubble debate has become consensus, voters rejected data-centre measures in the midterms, and a recent market wobble showed how dangerously concentrated the risk is.
