NEW YORK, Nov 10 — Nvidia chief Jensen Huang sits at the centre of the artificial intelligence boom, and the spy scandal that erupted over the weekend threatens to shake the company at a time when confidence in the AI investment frenzy is already fragile.

Taiwan-born Huang is regarded as the godfather of the AI economy, the executive every player in the industry must turn to because the technology depends on the graphics processing units (GPUs) that his company designs.

Those chips have made Nvidia one of the two most valuable companies in the world, alongside Apple.

GPUs are in short supply, and the most powerful tech executives and companies rely on Huang to keep them flowing to the data centres that run the models behind OpenAI’s ChatGPT and Anthropic’s Claude.