He's operating in a highly charged political environment in which his credibility is a key asset. He can't effectively advocate for NVIDIA's interests if his credibility is damaged.
And this goes directly to his credibility on the most politically charged issue of all: The geopolitical rivalry between the US and China, and NVIDIA's role in it.
I agree it's a tragedy for NVIDIA, he seems to have been exceptional as a CEO, it's just too late now.
This one looks highly coordinated with multiple mainstream media outlets piling in.
As far as I can tell, most of the reports were just recounting factual information. The narrative was already there. The media didn't create it.
This X post makes a lot of sense: https://x.com/antfeedapp/status/2120454507448651933
What do you mean by "this"? One thing I agree with is that we knew about this story for months. I've read about Jensen's affair with Alice Huang and her ties to the Chinese government at least five months ago.
The thing that triggered the current reporting was the new sourcing about U.S. intelligence findings that came out in late October. So mainstream news started reporting on it once they had sources they found trustworthy.
The confusing thing, though, is not that the story suddenly became big, but why it didn't become big much earlier.
They could have easily just waited a month or two and let this all just go away.
It's the outside pressure.
Does it just come down to virtue signaling pressure? The board preferring to protect it's own image vs what's best for the company?
I recommend watching it if the power of media interests you.
I think whoever is next will not always have the affinity for gaming. Any finance person who looks at the unit economics of gaming would conclude that they should allocate next to no chip supply to gaming GPUs.
An RTX 5090 is the same die size as a server GPU.
nvidia got their strong position in AI now by providing CUDA to researchers who couldn't afford their own supercomputing cluster. and now the entirety of machine learning revolves around CUDA.
once you fixate on the business and lock out the masses, you instantly elect to become a fossil like IBM.
An RTX 5090 is a reticle sized chip.
That’s what I think it’s going on… the “allegations” are ridiculous at best. He is the most “normal” of the bunch by a long short.
Like, internal Nvidia KYC policy changed per Huang to facilitate GPU sales to Megaspeed.
Whether or not he realized it, cared, or was aware and doing it on purpose, he was acting as an enormously powerful lobbyist and influencer on the US as an agent of China.
"Treason against the United States, shall consist only in levying war against them, or in adhering to their enemies, giving them aid and comfort. No person shall be convicted of treason unless on the testimony of two witnesses to the same overt act, or on confession in open court."