‘A dark day’: Jensen Huang’s sex drive threatens to pop the AI bubble, and the industry isn’t sure what’s next

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Jensen Huang was more than Nvidia's rock star CEO. He personified the entire AI boom. Can it go on without him?

Welcome to Eye on AI. Emily Forlini here, filling in for Beatrice Nolan. In today’s issue:

Before we get to the news, can I just say, you are not going to want to miss this year’s edition of Fortune Brainstorm AI San Francisco.

We have an exceptional line-up of speakers for you: OpenAI president Greg Brockman and Microsoft AI CEO Mustafa Suleyman will both be onstage. Once the closest of partners, their two companies are increasingly, competitors, so I’m eager to hear how differently they see the road ahead. AI pioneers Fei-Fei Li, now of World Labs, as well as Andrew Ng, now of LearnVector, will be discussing their view of AI’s future too. Palo Alto Networks CEO Nikesh Arora will talk about AI and cybersecurity. Greylock partner Reid Hoffman, CapitalG’s Jill Chase, and Kleiner Perkins’ Mamoon Hamid and Ilya Fushman will weigh in on where the money is going.

Plus, we’ve got Nick Fox from Google. We’ve got Fireworks CEO Lin Qiao. We’ve got Cerebras’ Andrew Feldman, Vanta’s Christina Cacioppo, Unconventional AI’s Naveen Rao, Brex’s Pedro Franceschi, Maven Clinic’s Kate Ryder, Box’s Aaron Levie, Atlassian’s Mike Cannon-Brookes, New Work Foundation’s Clara Shih, Twilio’s Khozema Shipchandler, Rubrik’s Bipul Sinha, Harvey’s Winston Weinberg, Dynamic Creatures’ Marc Theermann, SendCutSend’s Jim Belosic, Apptronik’s Jeff Cardenas, Accenture Song’s Ndidiamaka Oteh, and Senra Systems’ Jordan Black. It’s going to be epic. So please join me and many of my Fortune colleagues at the St. Regis in San Francisco on December 7th and 8th.

It turns out, one man might just be able to single-handedly pop the AI bubble by not keeping it in his pants, with not one but three affairs—at least that we know about so far. But in all seriousness, this is a sad story. It’s a visceral betrayal for Huang’s family, his wife of 41 years, Lori, and their two children, both of whom work at Nvidia.

Huang has disappointed just about everybody in his orbit, from shareholders to customers, to people who held…

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