If you were a Chinese spymaster and you managed to get the CEO of NVIDIA to fall for a honeypot, would you instruct your agent to:
Option 1: Extract information about how NVIDIA GPUs work, which he probably doesn’t know in detail and which could also be obtained by compromising a much lower-level employee.
Option 2: Encourage him to throw more and more money into circular financing deals to support an ‘AI’ bubble that will eventually crash and cause immense harm to the US economy and contagion across most of the West.
Now, personally, I’d pick option 2. That’s the one that would have the biggest return for Chinese global power and is something that couldn’t easily be done by other lower-risk means. It’s also harder to attribute because Huang would be absolutely convinced that he never told the agent anything secret and that the investment ideas were all his own.