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The Jensen Huang affair is being described as a personal scandal. It is better understood as a stress test of the AI economy’s security architecture, and the test has exposed a design flaw. Boards, export controls and Washington’s chip diplomacy all rested on one unexamined assumption: that the people at the top of the supply chain cannot be reached. Nvidia’s Chief Executive admitted on Sunday to an affair with Alice Huang, a former Megaspeed executive whom US intelligence has identified as a Chinese asset. Beijing calls that a smear, and no one has been charged. But the assumption has already failed.