Nvidia's biggest crisis yet? Jensen Huang under investigation—can the $4.5 trillion giant stay steady?

Once adored by investors around the world, Jensen Huang is now at the center of public scrutiny over personal controversies and information security concerns.
Nvidia's board has launched an independent investigation to determine whether Huang was targeted by a foreign intelligence operation. The matter is sensitive because Nvidia controls a key chip supply chain for the global AI industry, and exports to China are a major focus of U.S. technology policy.
This is no ordinary office gossip; it is a complex issue involving commercial interests and national security.
Still, investors need not immediately picture Nvidia as a giant ship sinking. The company has found no evidence of confidential information leaks, and Huang has not stepped down as CEO.
Nvidia's real moat lies in its CUDA ecosystem, GPU technology, customer demand, and the vast AI infrastructure market.
As long as these core businesses are not materially affected, an investigation may not change the company's long-term value.
But if the CEO position changes, the market will likely have to reassess the company's risk premium. $NVDA #美股AI板块遭遇重挫