The Jensen Huang scandal is casting a shadow over data centers halfway across the world

What happened: Jensen Huang resigned from Nvidia after reports of an affair with a Singapore-based Chinese businesswoman tied to Megaspeed, a Singapore data center company accused of funneling Nvidia chips to China. Why it matters: Industry sources expect greater US scrutiny of AI infrastructure in Southeast Asia, which could raise financing costs and slow project approvals, though demand fundamentals are described as intact. Coverage: 10 outlets in 24h

Jensen Huang resigned from Nvidia after reports of an affair with a Singapore-based Chinese businesswoman tied to Megaspeed, a Singapore data center company accused of funneling Nvidia chips to China.

Industry sources expect greater US scrutiny of AI infrastructure in Southeast Asia, which could raise financing costs and slow project approvals, though demand fundamentals are described as intact.