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Nvidia’s first week without Jensen

Nvidia’s first week without Jensen

PLUS: Yes, you should panic about AI

Barsee
13 Nov

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Nvidia’s first week without Jensen
Yes, you should panic about AI
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Nvidia’s first week without Jensen

Just one big story today, because it’s the one everyone in AI is talking about.

Nvidia will be fine on Tuesday. It’s the next twelve months I’m less sure about.

If you missed it: Jensen Huang is out as Nvidia CEO after 33 years. (Still strange to type.) The man who turned a graphics chip startup into the company powering the AI boom resigned on Thursday, effective immediately, and left the board too. Nvidia has never had another CEO.

It follows reports of extramarital relationships, which Huang acknowledged and apologized for, and a national security question that is much harder to settle. That part centers on Alice Huang, who runs Megaspeed, a Singapore cloud company and Nvidia partner that has been investigated over export-restricted chips reaching China. The New York Times reported that US intelligence suspects she was working for Chinese intelligence.

Nothing has been proven. (Worth saying twice, given how fast this story is moving.) US officials say they’ve reached no conclusion, China denies it, Megaspeed says it followed the rules, and Nvidia’s board says it has no reason to believe secrets or national security were compromised. Lawmakers say they’ll keep asking about Nvidia’s China sales anyway.

CFO Colette Kress, who has run Nvidia’s finances since 2013, is now interim CEO and keeps her old job too. The stock dropped more than 13% early Thursday, closed down about 4%, and recovered on Friday.

Her first test is Tuesday, when Nvidia reports earnings five days into her tenure. I’ll be listening for three things: whether she commits to the chip schedule Huang laid out, whether Nvidia says anything new on China, and whether the board puts a timeline on finding a permanent CEO.

I’m calm about Tuesday because CUDA, the developer ecosystem and the demand for Nvidia’s chips don’t leave with Huang. The risk is slower. Big customers already wanted to depend less on Nvidia, and a leadership change gives them room to push. A year from now, I expect Nvidia is still the default for AI chips, with its biggest customers buying noticeably more from elsewhere, including their own.

Hold me to it.

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