Data: Financial Modeling Prep; Chart: Emily Peck/Axios The fallout from Nvidia CEO Jensen Huang's admitted affair with a suspected Chinese spy could reverberate through the entire AI economy. Why it matters: The revelations highlight the "key man risk" at Nvidia — the chipmaker's growth and success disproportionately turn on the leather-jacketed superstar who cofounded the company decades ago.

A Chinese government spokesman on Monday rejected claims that a woman romantically involved with Jensen Huang, the chief executive of Nvidia, was a Chinese spy.

The star power that 63-year-old Huang draws as the gatekeeper to Nvidia's chips ​shows how badly the AI industry is leaning on him for the graphics processing units that train models and run services ...