[Watcher Guru] JUST IN: US intelligence finds Nvidia $NVDA CEO Jensen Huang had a 'romantic relationship' with a Chinese spy, FT reports.

US intelligence has reportedly concluded that Nvidia CEO Jensen Huang was involved in a romantic relationship with a Chinese spy, according to the Financial Times. The disclosure raises questions about the chipmaker at the center of the US-China technology rivalry, whose market capitalization sits near $4 trillion and whose GPUs underpin much of the global AI buildout. Nvidia has not commented publicly on the finding, and the report did not indicate whether the relationship affected any corporate decisions. The story lands as Washington tightens export controls on advanced semiconductors and as investors weigh geopolitical risk alongside AI demand. What to watch next: Nvidia's response, any congressional reaction, and whether the disclosure complicates the company's China business.