Re:NVIDIA Announces CEO Transition
by formerly_proven on Thursday November 12, 2026 @01:05PM
(#50471480)
All of this is based on leaks, mainly from the US government. So the November 8 board decision might've been the cause for the November 11 leak, because the original leak failed to achieve the goal of removing Huang. Remember we're talking about stuff that's over a year old. None of this is an evolving situation.
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This was my original read of the whole thing. The timing on this, happening immediately after the Republicans lose big-time? This all seems so incredibly convenient and weird.
I sincerely believe this is retaliation for something that he did or didn’t do.
Trump knew about the spy affair like a year ago, and it seems like the White House was helping Huang cover it up / pretending nothing was wrong, perhaps so Trump could leverage it for corrupt purposes.
Now that Trump looks like a weak lame duck, and congressional subpoenas are coming, the entire calculation is different.
The Dem plan for AI was to work with Anthropic and lock down GPUs to prevent running open / unapproved models. Basically limit AI development and inference to a handful of regulated companies.
Jensen Huang wasn't on board with that so now he's gone.
What could he have done to swing the election in their favor? I think it’s more likely that with Democrats in power, NVIDIA can no longer count on the Trump administration’s corruption to prevent investigations. There may be a lot more left to uncover, and they now have a convenient fall-guy to pin everything on.