Nvidia’s founder resigned overnight as president, CEO, and director.
He didn’t just step down as CEO and keep his board seat—he’s completely out, effective immediately.
His successor is the CFO, and only on an “interim” basis.
A $4 trillion company is without Jensen Huang for the first time in 33 years.
Nvidia stopped being an ordinary chip company a long time ago.
It controls one of the world’s most important AI computing supply chains.
Whoever can get their hands on advanced GPUs has an easier time training large models; whoever has enough computing power has a better chance of gaining an edge in the next round of AI competition.
So, Nvidia may appear to sell chips, but what it actually affects is the global AI competitive landscape.
That’s why a personal controversy involving Jensen Huang can quickly escalate into a matter of national security and geopolitics.
He didn’t just step down as CEO and keep his board seat—he’s completely out, effective immediately.
His successor is the CFO, and only on an “interim” basis.
A $4 trillion company is without Jensen Huang for the first time in 33 years.
Nvidia stopped being an ordinary chip company a long time ago.
It controls one of the world’s most important AI computing supply chains.
Whoever can get their hands on advanced GPUs has an easier time training large models; whoever has enough computing power has a better chance of gaining an edge in the next round of AI competition.
So, Nvidia may appear to sell chips, but what it actually affects is the global AI competitive landscape.
That’s why a personal controversy involving Jensen Huang can quickly escalate into a matter of national security and geopolitics.
