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President Trump was briefed on intelligence concerns involving Nvidia CEO Jensen Huang ahead of their May trip to China, according to The New York Times, with Senator Marco Rubio reportedly delivering the warning about an alleged Chinese spy linked to Huang. The disclosure puts the CEO of the $3 trillion-plus AI chipmaker at the center of U.S.-China tech tensions. Nvidia shares ($NVDA) are the immediate focus as investors gauge whether the report carries any operational or geopolitical implications. Watch for official responses from Nvidia, the White House and Rubio's office, and any follow-through in Washington's scrutiny of chip-industry ties to China.

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Jensen Huang, Nvidia (NVDA), Donald Trump, China, Marco Rubio

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