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  1. Podcasts/
  2. Heritage Explains/
  3. Is NVIDIA Putting America’s National Security at Risk? | Jeff Smith
November 11, 2026
Heritage Explains•November 11, 2026

•Episode length: 27m

Is NVIDIA Putting America’s National Security at Risk? | Jeff Smith

Episode length: 27m

Subscribe to Heritage ExplainsSubscribe

You don't need me to tell AI is a humanity defining advancement. It is rapidly transforming everyday life, sometimes for better, sometimes for worse. You also don't need me to tell you the United States is in a race with Communist China to dominate this technology.

But what you might not know is that how essential NVIDIA, the American company manufacturing some of the world's most advanced AI computer chips, is to that race. The company controls nearly 90% of the data center GPU market, making it the go-to provider for AI infrastructure.

That's a huge deal.

So would it terrify you to know NVIDIA is facing serious questions about national security after reports that its CEO, Jensen Huang, may have been targeted by a Chinese intelligence operation?

Huang engaged in an extramarital affair with a woman allegedly working on behalf of Beijing. NVIDIA's board and federal authorities are investigating, though NVIDIA is claiming no sensitive information was compromised. Though it does raise questions on why Huang is so gung-ho about selling AI chips to China.

So why is China so desperate to get its hands on American AI technology? How much of a threat would it pose to our national security? And should American companies be doing business with one of our greatest geopolitical adversaries?

Joining us today to explain is Jeff Smith, Director of The Heritage Foundation’s Asian Studies Center.

Hosted by Elizabeth Slattery, Michelle Cordero, and Tim Doescher

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