Re:Nvidia Is Preparing to Oust Nvidia CEO Jensen Huang
by mthewood on Wednesday November 11, 2026 @06:30PM
(#50460493)
This is overblown; nvda is a mature company jensen has set the right bets forward so it's just a matter in who the successor is. In terms of revenue impact, assuming megaspeed accounted for ~20% of sales (rumored estimate) then game optimal move is to have OAI/ANT pick those sales up. We will hear about a transition plan probably around earnings.
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Re:Nvidia Is Preparing to Oust Nvidia CEO Jensen Huang
by galleywest200 on Wednesday November 11, 2026 @06:34PM
(#50460534)
If those sales were illicit, and listed under earnings reports as legitimate, is that defrauding investors?
Re:Nvidia Is Preparing to Oust Nvidia CEO Jensen Huang
by mthewood on Wednesday November 11, 2026 @06:43PM
(#50460655)
yea that can be argued^ if there is proof that Jensen knew and acknowledged that these are shell companies that will funnel the chips to china then yea that's defrauding investors.
You can also argue that he wasn't aware n as far as he knew this was just a company in Singapore. It will be interesting how it plays out based on the facts.