The Most Important Man in AI Has Been Compromised

 

Good morning,

The world is betting its economy on artificial intelligence. American tech companies are set to spend more than $800 billion on AI infrastructure this year alone, about 3 percent of gdp—and a growing share of that is borrowed.

[BRIEF]

  • “The AI Gamble” may be the largest wager in history, and it rests on wobbly pillars: mountains of debt, profits that have yet to materialize, and an unending appetite for electricity.

This weekend exposed another weak pillar: the character of the men running it. The most important man in AI has been compromised.

  • On Sunday, nvidia’s board opened an independent investigation into reports that ceo Jensen Huang was “the target of a foreign intelligence effort.” The same day, Huang told employees, “I was unfaithful to my wife.”
  • The woman is Alice Huang (no relation), a former executive at Megaspeed, a Singapore data-center firm that bought about $4.8 billion worth of nvidia hardware in two years.
  • U.S. counterintelligence reportedly believes China’s Ministry of State Security had recruited her and that she was feeding it sensitive information.

nvidia’s chips are the foundation of the AI boom. That boom has made nvidia worth about $4.5 trillion. That’s why China targeted its ceo: to learn about the technology and possibly to nudge nvidia to lobby for its best chips to be sold to China.

  • It is also why investors are rattled. Much of the AI gamble rests on one company, and that company rests heavily on one man.
  • After the report of Huang’s affair, nvidia shares fell nearly 5 percent in early trading. That equates to roughly a quarter of a trillion dollars lost because of one man’s private sins.

The Trump administration knew. The New York Times reports that a classified memo drafted under Secretary of State Marco Rubio warned senior officials about the relationship before President Trump’s state visit to China in May. Huang went on that trip anyway.

  • Asked yesterday whether he wished he had acted, Trump said no. “I think he’s an honorable guy,” he said. “I think he probably has an excuse for it.”
  • Should we expect any different from a president whose first marriage ended over an affair and who has been accused of others since?

Spy agencies have used seduction for as long as there have been spies, because it works. A man who will betray his wife has already shown what his vows are worth. A man with a secret he wants to keep can be manipulated.

America’s character is in crisis, Gerald Flurry wrote back in 1998 after Bill Clinton’s adultery scandals. He argued from the Bible that a leader’s private morality matters.

  • He quoted people who knew the president had committed adultery and lied, and who shrugged. Their attitude was, why not have one who’s smart and knows how to get things done?
  • President Trump’s defense of Huang, that he has done an amazing job for the country, uses the same flawed reasoning.

George Washington said national policy must rest on “the pure and immutable principles of private morality.” America no longer believes that. But its enemies do, and they are exploiting the nation’s loss of those pure and immutable principles.

  • “They commit adultery, and walk in lies,” God says of Israel’s leaders (Jeremiah 23:14).
  • Of the adulterous woman, Solomon warned, “many strong men have been slain by her” (Proverbs 7:26).

A nation that excuses unfaithfulness in its most powerful men is debasing its strength and willpower, foregoing God’s protection and blessing, and handing its adversaries a terrible weapon.

Israel’s New Prime Minister: Gadi Eisenkot?

On Sunday, Israeli President Isaac Herzog tasked Yashar party leader Gadi Eisenkot with forming Israel’s next government. He will have 28 days to assemble a 61-seat coalition in Israel’s 120-seat Knesset, with a possible extension of 14 days. Herzog’s choice of Eisenkot shows what his priorities are for the next Israeli government—and could indicate a dangerous change in direction for the nation.

  • Prime Minister Benjamin Netanyahu’s Likud party won the most seats at 27, compared to Yashar’s 21. But in Herzog’s discussions with the different parties on who they support as prime minister, Eisenkot got the support of parties representing 67 Knesset members compared to Netanyahu’s 46. One faction of seven members declined to recommend any candidate.

An unthinkable deal? Eisenkot only got the scale of backing he did thanks to two anti-Zionist Arab factions worth 19 seats. Eisenkot has publicly ruled out making a deal with the Arab parties, but now that their support has given him the prospect of becoming Israel’s new head of government, he may feel compelled to go back on his word.

Herzog, in his announcement, said he expected the government to “move forward with the Board of Peace and President Trump’s 20-point plan for Gaza, and with negotiations with Lebanon and our other neighbors.”

  • President Donald Trump has pushed for Israel to cede control of Gaza to a new Palestinian government. He has also pressured Israel to leave Lebanon before Hezbollah has been disarmed. Netanyahu has resisted both.
  • Herzog may be signaling frustration with Netanyahu’s approach and an expectation for Eisenkot to give more enthusiastic support for the peace processes.

After Israel struck Iran’s nuclear program last year, Trumpet editor in chief Gerald Flurry wrote:

I was stirred by Netanyahu’s action and his bold, aggressive leadership. In many ways, he is his nation’s “rising lion.” … I believe that just as God used the courage of Churchill to save Western civilization, God has used the fighting spirit of Netanyahu to hold off the atomic forces of evil.

  • Herzog choosing Eisenkot may finally end the Netanyahu era.

Prophecies like Isaiah 3:1-5 show that the Jewish state and the other modern nations that descended from ancient Israel are under a curse of collapsing leadership because of their rebellion against God. Prime Minister Netanyahu was largely the lone exception to this curse. If Netanyahu loses power, expect Israel’s decline to become a dive into national catastrophe.

Pope vs. Trump in Latin American Tour

Pope Leo arrived in Uruguay on Friday for his first trip to the region as pope. Leo spent years in Peru and has been adopted by many in the region as one of their own.

A key theme of the trip has been Latin American unity. In his opening address in Uruguay, he said:

The respect and harmonious coexistence fostered within a nation must also guide its relations with other peoples.

  • He went on to praise the “social and economic integration of Latin American states” as well as the mercosur alliance of Latin American nations.

He arrived in Argentina yesterday and was greeted by President Javier Milei and cheering crowds.

Criticisms of America’s economic system have peppered Leo’s speeches, along with calls for Latin American unity. The press focused on a key quote from his Uruguay speech:

Ensuring that health care is accessible to everyone, regardless of their resources, is a duty that confronts every society.

  • America is the one major country that stands out for its lack of universal health care, and the remark was interpreted as a criticism of the U.S.

Similarly, the pope has made general statements on the economy that have been interpreted as criticisms of U.S.-style capitalism:

“The economy must be at the service of the people, rather than people being at the service of the economy,” he said, pointing to the many that “despite hard work, nonetheless struggle to meet their household’s needs.”

Pope Leo is rallying Latin America against “the Donroe Doctrine,” according to the latest Spectator. The Donroe Doctrine is President Trump’s more militant form of the Monroe Doctrine, ensuring Latin America is under America’s influence. The pope is calling on Latin America to stand up to the United States. A commentator on wlrn described Pope Leo’s “red leather shoes crunching through the ashes of Trump’s indecent Donroe Doctrine.”

The Catholic Church will play a decisive role in rallying Latin America to Europe’s side—aligning it with the newly resurrected Holy Roman Empire.

“Latin American nations will join in with the European revival of the old Roman Empire ….”
—Plain Truth, October 1957

Read more on the prophetic implications in “Europe’s Inroads Into Latin America” in our free booklet He Was Right.

IN OTHER NEWS

Leaked government data shows 450,000 Russians killed in war: More than 450,000 Russians have been killed in Russia’s war on Ukraine, according to figures released Saturday by hackers claiming to have breached Russia’s state statistics agency, Rosstat. The Russian government acknowledged that Rosstat had suffered a recent cyberattack but denied that its databases were compromised. However, the figures broadly align with outside assessments, including those of British intelligence, which estimated in September that 500,000 Russian troops had been killed and that total casualties, including the wounded, had reached 1.5 million. The staggering number of Russians killed and wounded provides yet more evidence of President Vladimir Putin’s determination to conquer Ukraine regardless of the human cost on either side.

Poland experiences worst shooting: One gunman killed six and injured 16 people in Kraków on Saturday. Authorities labeled the attack as an act of terrorism and claimed the shooter, who died in the hospital today, held “ultranationalistic” ideas. Prime Minister Donald Tusk instituted two days of national mourning for the victims.

Germany to further empower spy agency: Germany’s n-tv reported on Saturday that the parties of Germany’s ruling coalition have agreed on a bill to give the bnd, Germany’s foreign intelligence agency, the power to secretly enter residences of citizens and order telecom companies to log data for investigations.