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Bloomberg Technology

Nvidia CEO Affair Draws Washington Scrutiny

Bloomberg’s Carol Massar goes all in on Nvidia’s investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washington national security issue putting the US-China battle over AI chips back in the spotlight. Plus, Menlo Ventures is out with a new report on the state…

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Bloomberg’s Carol Massar goes all in on Nvidia’s investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washington national security issue putting the US-China battle over AI chips back in the spotlight. Plus, Menlo Ventures is out with a new report on the state of enterprise AI.

00:00:00 – Bloomberg Tech Begins
00:02:12 – Ian King on Nvidia Probes into CEO Affair
00:05:55 – Nancy Tengler, Laffer Tengler Investments on Huang’s China Position
00:13:08 – Michael Shepard on Huang Affair Draws Scrutiny in Washington
00:18:13 – Cameron McCord, Nominal CEO on raising $240M funding at $3B valuation
00:25:06 – Mandeep Singh on Nvidia raises key-man risk
00:28:46 – Doug Huber, Wealth Enhancement on Huang exit would concern investors
00:36:11 – Deedy Das, Menlo Ventures on 2026 Enterprise AI Deployment Spend
00:42:12 – Cameron Reinicke on Nvidia shares fall after CEO’s affair
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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25 Comments

25 Comments

  1. @RoniseNolen

    November 9, 2026 at 2:56 pm

    My private TG group guys are hyping Altorum today, calling it the next 100x — pure inside info, thank me later.

  2. @OlallaNewkirk

    November 9, 2026 at 2:56 pm

    Every big gain starts quiet… and Altorum is way too quiet right now, that’s your cue.

  3. @ChongDelrosario

    November 9, 2026 at 2:56 pm

    This is the moment before the storm — Altorum is loading for a 100x and 99% will realize too late.

  4. @JeroldWhaley

    November 9, 2026 at 2:56 pm

    Mark my words, Altorum (ALT) is probably the last chance to win big — this is the last bull run in history.

  5. @JanethJarrell

    November 9, 2026 at 2:56 pm

    Altorum feels like the one project everyone will wish they bought early, 100x vibes all over this.

  6. @MandeepHa-g6u

    November 9, 2026 at 3:56 pm

    Every big gain starts quiet… and Altorum is way too quiet right now, that’s your cue.

  7. @HamiltonLoftus

    November 9, 2026 at 3:56 pm

    Presale closing soon and people still sleeping on Altorum… pure madness, don’t say nobody warned you.

  8. @FebePeat

    November 9, 2026 at 3:57 pm

    FOMO hitting hard, everyone in my group chat talking Altorum nonstop, feels like something’s coming.

  9. @ElwoodBerger

    November 9, 2026 at 3:57 pm

    Altorum is the last real shot at a 100x, don’t sleep on a potential million-maker right in front of you.

  10. @HunterWeber-g1c

    November 9, 2026 at 3:58 pm

    Altorum is one of the last real opportunities to make serious gains, this could be the million-maker of this bull run.

  11. @JustinPettis-r8r

    November 9, 2026 at 3:58 pm

    bro Altorum presale ending and ppl still afk, y’all really tryna miss this?

  12. @OrvalCassar

    November 9, 2026 at 3:58 pm

    Mark my words, Altorum (ALT) might just be the last big chance to win huge, this could be the final bull run in history.

  13. @LiliyaLiedtke

    November 9, 2026 at 3:58 pm

    Altorum is about to redefine what life-changing gains look like, missing this could haunt you forever.

  14. @MeyerGrodin

    November 9, 2026 at 3:58 pm

    You’ll remember this comment when Altorum goes parabolic — early buyers are already locking in gold.

  15. @LabedzGage

    November 9, 2026 at 3:59 pm

    The presale for Altorum is closing fast, and this could literally be the million-maker you’ve been waiting for.

  16. @EdmondSnyder

    November 9, 2026 at 3:59 pm

    Bull run restarted and Altorum about to launch at the right time, big time, 100x is on the table and presale spots are closing fast!

  17. @RossaneLeroy

    November 9, 2026 at 3:59 pm

    Mark my words, Altorum (ALT) is probably the last chance to win big — this is the last bull run in history.

  18. @MechetGrice

    November 9, 2026 at 3:59 pm

    Altorum feels like the one project everyone will wish they bought early, 100x vibes all over this.

  19. @KarynHarwick

    November 9, 2026 at 4:00 pm

    The presale is almost over, and Altorum is poised to turn small bets into unimaginable wealth.

  20. @lisam.4686

    November 9, 2026 at 4:01 pm

    I don’t know about you but anything from the New York Times, is not reliable. I only read the New York Times for something that is not important such as people were in the line to purchase a house in NJ, the river is contaminated that scientists found cancer in fish’s skin, etc.

  21. @matt.stevick

    November 9, 2026 at 4:28 pm

    relax.

  22. @buzzman4860

    November 9, 2026 at 4:30 pm

    NVidia has been letting CHina buy through straw buyers for many years. Deepseek was developed on 5090s bought in the US and shipped to China.

  23. @marinac9692

    November 9, 2026 at 5:40 pm

    Soo, American Government didn’t inform ( protect) CEO of the biggest Company from the Chinese spy?

  24. @thinkaboutit3366

    November 9, 2026 at 8:07 pm

    Where’s Caroline ❓

  25. @wonton120

    November 9, 2026 at 8:09 pm

    She is not spy at all. If she does why she acted so carelessly in public?

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Bloomberg Technology

Google Rolls Out New AI Chips to Challenge Nvidia

Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get…

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Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.
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Bloomberg Technology

Menlo: Agents Now Drive 80% of Enterprise AI Usage

Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…

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Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of Anthropic and OpenAI in enterprise API spending. He joins Carol Massar on “Bloomberg Tech.”
——–
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Bloomberg Technology

Nvidia Investor: Governance Now Part of the Valuation

Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest…

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Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.”
——–
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