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News of the day
1. Nvidia CEO Jensen Huang admits affair with a woman US intelligence believes was a Chinese spy, as Nvidia probes possible espionage. → Read more
2. SpaceX executive Kiko Dontchev says the company is now fundamentally an infrastructure company building ground and orbital systems, with Falcon 9 heading toward retirement. → Read more
3. Article 4 of the EU AI Act requires businesses to support staff AI literacy. This guide explains the duty as of October 2026 and how to meet it role by role. → Read more
4. Anthropic's new Usage Policy, effective 12 November, bars Claude from driving injury-capable hardware without a human able to stop it and a safe state on connection loss. → Read more
Our take
Hi Dotikers!
This week's big story is not about chips, benchmarks or model releases. It is about trust, and it sits at the very top of the most valuable company in the AI world.
Jensen Huang, Nvidia's CEO and arguably the most influential figure in the entire AI industry, has admitted to an extramarital affair. On its own, that would be tabloid material, not newsletter material. What makes it our business is who the affair was allegedly with: a woman US intelligence believes was working as a spy for China. Huang confirmed the relationship in an internal message to employees, apologizing to his wife, his children and his staff, just two days after the Financial Times broke the story. Nvidia is now investigating a possible espionage connection.
Let that sink in. The man who decides where the world's AI compute flows, whose company sits at the heart of the US export control strategy against Beijing, may have had pillow talk with a foreign intelligence asset. Turns out the biggest vulnerability in the AI supply chain was never TSMC, it was a hotel room.
This is exactly why personal conduct at this level is never just personal. Nvidia is not a normal company anymore. It is critical infrastructure, and its CEO carries secrets that governments would pay fortunes for. The apology was the easy part. The hard questions are for Nvidia's board: what did Huang share, what security protocols exist around executives, and why did it take a newspaper to surface this? If the espionage angle is confirmed, no amount of charisma or leather jackets will contain the fallout, and Washington will have every reason to tighten its grip on the company.
We will be watching this one closely, because the outcome will shape how much autonomy AI's most powerful companies are allowed to keep. Buckle up.
G.
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