Front Burner podcast

Espionage, chips and the 'Nvidia state'

12/11/2026
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The tech world had one of its biggest scandals ever this week when Jensen Huang, the CEO of the world’s most valuable chipmaker Nvidia, apologized for having an extra-marital affair with a woman believed by the U.S. to be a Chinese spy.


This story is about so much more than an alleged honey pot operation. It's about who leads the AI industry, the AI arms race with China and maybe most of all, how dependent the U.S., and even the global economy, has become on one single company.


Matteo Wong writes about AI and Silicon Valley for The Atlantic and joins me today to talk about what’s at stake.


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