Ed Elson is joined by Ashley Gold to discuss how Washington may handle the news that Jensen Huang had an affair with an alleged Chinese spy. Then, Robert Armstrong returns to break down the massive volatility in the markets since the election, and also give his take on the scandal at Nvidia. Finally, Ed shares his take on the growing backlash against data centers.
Ashley Gold is Semafor’s senior tech correspondent. Robert Armstrong is the US financial commentator for the Financial Times, and author of the Unhedged newsletter.
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