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Who would have thought that the travails surrounding one of the world’s most valuable companies would have a trail leading to Malaysia?
Nvidia is under scrutiny for three things: the final destination of its AI chips, a relationship between co-founder Jensen Huang and a former executive of a company called Megaspeed, and whether billions of dollars of restricted silicon was serving customers in China.
Jensen resigned as Nvidia CEO on November 12.
The woman he had an affair with, Alice Huang, a former Megaspeed chief executive, had her passport impounded by Singapore during its investigation and has since been barred from re-entering the country.
Claims that she is a Chinese spy remain contested, with Singapore saying it never made the allegation.
But the island republic is also investigating Megaspeed, which, it turns out, has Malaysian links.
That’s today’s newsletter.