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Nvidia has retained Wall Street law firm Wachtell Lipton to investigate CEO Jensen Huang over an admitted affair with a Chinese executive who has been accused of espionage, according to The New York Times. The probe will be led by Joon H. Kim, a former federal prosecutor and co-chair of Wachtell's litigation department. The development puts the personal conduct of Huang, the public face of the AI chip boom, under formal legal scrutiny at a company whose market value has been driven by data-center GPU demand. Investors will watch whether the investigation stays confined to governance and disclosure questions or expands into operational matters, and whether Nvidia's board comments further on the scope and timeline.

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NVIDIA (NVDA), Jensen Huang, Wachtell Lipton, Joon H. Kim

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