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Jensen Huang, Nvidia and the Morality Game America Plays With Itself
Huang resigned after reports of three relationships. They raised two real questions for investigators and the board. His marriage was his family's business, and a country with America's own numbers on infidelity has no standing to sermonise about it.
Jensen Huang resigned as Nvidia's chief executive on 12 November 2026 after reports of three relationships. Whether a foreign service reached him, and whether ties to staff broke Nvidia's own conflict rules, are questions for investigators and the board. His marriage is not. A third of Americans say they have cheated on a partner or spouse, and US fans spent an estimated $4.9 billion on OnlyFans in a year. The outrage is selective, and it is never aimed at the audience.
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
Shayne Heffernan
In Defence of Jensen Huang
Jensen Huang told Nvidia's staff on 8 November that he was unfaithful to his wife, and took full responsibility. The claim that the woman is a Chinese intelligence asset comes from press reports, led by the New York Times, citing US intelligence officials. China calls it groundless, and Nvidia's board says it has no reason to believe national security or company secrets were compromised. Huang built the first $5 trillion company. He should stay.
Stocks
The Week Ahead on Wall Street, 9 November 2026: AI Is Still a Buy
We still think AI is a buy. After the midterms the semiconductor index fell 11.4% while the S&P 500 lost 2.5%, in our view an overreaction that fell on the chip names. October payrolls rose 165,000, oil stays high with the Iran war unresolved, Alibaba and Tencent gained, NVIDIA trades at 15.4 times forward earnings, and both SpaceX and Tesla have special committees studying a combination. KXCO's AI ontology shows the relationships behind the NVIDIA, China and SpaceX calls.
FX
Will Trump Bomb Iran After Market Close?
Shayne Heffernan assigns a 70% probability to the authorisation of a significant US strike package against Iran within weeks. Two carriers and an amphibious group are in the Arabian Sea with more reported due by the end of November, Axios reported that US Central Command (CENTCOM) was told to prepare for a possible resumption of major combat, and officials told CNN forces are prepared to act within 96 hours of an order. Here is what a strike means for oil and defence stocks.
Biotech
Thoughts on Thinking: You Are the Data Centre
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
Quantum
Thoughts on Thinking: You Are the Data Centre
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
AI
In Defence of Jensen Huang
Jensen Huang told Nvidia's staff on 8 November that he was unfaithful to his wife, and took full responsibility. The claim that the woman is a Chinese intelligence asset comes from press reports, led by the New York Times, citing US intelligence officials. China calls it groundless, and Nvidia's board says it has no reason to believe national security or company secrets were compromised. Huang built the first $5 trillion company. He should stay.
Blockchain
AI Stocks, Week of 1 November 2026: Seven Buys and the Ontology Behind Them
Shayne Heffernan rates seven AI stocks buys for the week of 1 November 2026: Nvidia, Broadcom, TSMC, Microsoft, Oracle, Palantir and ASML. The latest results put the contracted backlog of the four largest cloud sellers at about $2.48 trillion, and Amazon, Alphabet, Microsoft and Meta plan about $720 billion to $740 billion of capital spending in 2026. Every call links to KXCO's AI ontology, updated on 1 November with the quarter's results, power and grid data and new defence contracts.
KXCO
Thoughts on Thinking: You Are the Data Centre
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
Longevity
Thoughts on Thinking: Brain Chemistry
Brain chemistry sets the level of thinking and of performance in everything else, and it bears on longevity: 14 risk factors that can be changed account for nearly half of dementia cases. The dangers come from outside, through plastic, PFAS, pesticides and metals, and from inside, through chronic stress and overwork. An organic diet cut a chlorpyrifos marker in urine by 60.7 per cent, and reciting the rosary slowed breathing to under six breaths a minute. The chemistry is a managed input.
Travel
How to Retire and Grow Your Own Food
A full guide to retiring onto land that feeds you. USDA puts Ozark pasture at $3,500 an acre. Eurostat puts Latvian arable at 4,825 euro a hectare, though Bulgaria and Romania bar non-EU buyers outright. Thailand will not sell a foreigner an acre at any price. Inside: what the build really costs, which crops pay the bills, how many eggs a hen gives, how to can without killing anyone, a 36 month startup sequence, and how to check every number here.
