Sen. Kevin Cramer urges Nvidia CEO Jensen Huang to resign

Sen. Kevin Cramer urges Nvidia CEO Jensen Huang to resign

Live•Nov 12, 08:30 PM•2 min read•
Sarah Chen
Sarah Chen

Republican Sen. Kevin Cramer called on Nvidia CEO Jensen Huang to resign, first reported by Gizmodo. The call comes as House Republicans seek a closed-door briefing on Huang’s relationship with Alice Huang and Nvidia’s safeguards against foreign espionage, while at least two say a subpoena is likely if he does not agree to a briefing.

Cramer told Politico on Tuesday that the potential for extortion made Huang’s actions a national security risk, citing the sensitivity of Nvidia chips. He sits on the Senate Banking Committee, where lawmakers have introduced legislation to further restrict exports of advanced U.S. AI chips to China.

Rep. John Moolenaar, who chairs the House Select Committee on China, told Fox Business that Huang had until the end of the day to respond to a request for a closed-door briefing or suggest another date. House Foreign Affairs Committee Chairman Brian Mast told ABC News he was prepared to subpoena Huang if he failed to respond.

Moolenaar, Mast and House Intelligence Committee Chairman Rick Crawford sent Huang a letter on Nov. 5 requesting a Nov. 18 briefing about his relationship with Alice Huang and Nvidia’s safeguards against foreign espionage.

Huang admitted on Sunday that he had an affair. The New York Times reported that U.S. intelligence officials believed Alice Huang, a former Megaspeed executive, was passing intelligence to Beijing. Nvidia’s board has launched an independent investigation, and the company said it has no reason to believe national security or company secrets were compromised.

The Information reported Tuesday that Alice Huang’s relationship with Jensen Huang and Nvidia helped facilitate at least $7.5 billion worth of Nvidia chip shipments through a network of Chinese companies since 2023. Bloomberg reported Monday that Nvidia general counsel Tim Teter intervened in the U.S. Commerce Department’s investigation into Megaspeed by contacting a senior official to ask whether American authorities were involved in Alice Huang’s detention in Singapore.

The briefing request concerns both Huang’s relationship and Nvidia’s safeguards, while the board is conducting an independent investigation into the matter. On Tuesday, Nvidia announced it had retained former federal prosecutor Joon H. Kim and the law firm Wachtell, Lipton, Rosen & Katz to lead that investigation.

AI datacentre plans include 181GW of proposed on-site gas power

Plans for AI datacentres in the US, UK and mainland Europe include 181GW of proposed on-site gas-fired capacity, first reported by Theguardian. BloombergNEF estimates the planned rollout could emit about 345m metric tonnes of carbon dioxide equivalent a year in the US if it goes ahead, as grid-connection delays drive developers to seek power on site.

The proposed capacity is almost four times Great Britain’s total peak electricity demand, and 90% of planned on-site gas-fired power stations are in the US. BloombergNEF’s estimate for annual US emissions is equivalent to the greenhouse gas emissions from about 72.8m fossil fuel cars.

Mark Daly, BloombergNEF’s head of datacentres and emerging tech, said AI’s economics make speed to power one of the most important priorities in defining constraints on datacentre developers. He said the climate outcome also depends on how quickly grids connect facilities and whether power systems add cleaner generation alongside demand.

Developers have claimed their gas-fired power supplies would be temporary while they wait for grid connections. Daly said the economics could encourage developers to continue generating energy once the plants are online, creating a longer-term fossil-fuel lock-in risk. BloombergNEF says connecting new datacentres to the grid is the more sustainable option, and faster connections are crucial to limiting emissions and that risk.

Planned UK datacentres made more than 100 inquiries in 2024-5 to connect to gas as a result of delays securing access to the electricity grid, according to Future Energy Networks, the representative body for UK gas networks. Wapseys Wood in Buckinghamshire and Quest Park in Bedfordshire are seeking to build their own on-site gas-fired power stations after long waits for grid access.

On-site fossil-fuel generation is likely to be repeated at many more UK sites after chancellor John Healey gave datacentres the green light to build and run temporary fossil-fuel power stations while waiting for grid connections, as part of a so-called datacentre covenant.

BloombergNEF projected AI datacentre electricity demand would almost quadruple by 2035 to 2,354 terawatt-hours, equivalent to 7% of global electricity demand.