The Globe and Mail reports in its Tuesday edition that in recent years, the artificial intelligence industry has focused on avoiding chokepoints, hesitant to depend too heavily on a single cloud provider or AI model. The Globe's Joe Castaldo writes that there is, however, another risk: Much of the industry relies on Nvidia boss Jensen Huang. Now the industry is grappling with a previously unthinkable question: What is Nvidia, and indeed the AI industry, without its leather-jacket-clad champion? As Bernstein analyst Stacy Rasgon wrote: "Nvidia is not an ordinary company and Jensen is not an ordinary CEO. He IS Nvidia." On Sunday, Nvidia's board said it is opening an investigation after Mr. Huang disclosed an intimate relationship with a woman who U.S. intelligence agencies contend is a Chinese spy, in an alleged "honeypot" scheme. The Commerce Department had been investigating whether the company was involved in redirecting Nvidia chips, known as graphics processing units, to China to circumvent export rules. Nvidia's probe will be led by a committee of independent directors and assisted by outside counsel. The board said it "has no reason to believe that either national security or Nvidia secrets were compromised."