Jensen Huang Resigns as NVIDIA CEO | What Happens Next?
Notas del episodio
Jensen Huang has resigned as NVIDIA CEO, and CFO Colette Kress has been named interim chief executive. What led to the leadership change—and what comes next for the company at the centre of the AI boom? NVIDIA Announces CEO Transition
In this Hashtag Trending special report for November 12, 2026, Jim Love brings together reporting from Reuters, The New York Times, The Information, CNN and WIRED to explain the timeline, the key allegations and the questions still unanswered.
We examine Alice Huang's reported business connections, preferred access to NVIDIA chips amid tightening U.S. export restrictions, scrutiny in Washington and Singapore, and reports of intimate relationships involving Jensen Huang. We also look at NVIDIA's independent investigation, its share-price declines, Colette Kress's background and the November 17 earnings report.
First, two developing stories: Ukraine says Starshield restrictions have returned, an account disputed by SpaceX, and a global Microsoft outage disrupts Outlook and features across Teams, SharePoint and Copilot.
The allegations discussed have not been proven in court. China denies the espionage allegations, and NVIDIA's investigation is continuing. Coverage reflects the information available when this episode was recorded.
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Chapters 00:00 Headlines and Introduction 00:34 Ukraine's Starshield Claims and SpaceX's Response 01:11 Microsoft Global Outage 02:12 NVIDIA Special Report: Putting It in Context 02:51 Who Is Alice Huang? 03:38 Preferred Partner Status and Chip Access 05:50 U.S. Chip Restrictions and Distributor Stock 07:03 NVIDIA Chip Prices Surge in China 07:33 Intelligence Warnings and NVIDIA's Stock Slide 10:10 Washington: Who Knew What? 10:53 What Singapore's Investigation Found 11:51 Board Review and Huang's Resignation 12:57 Who Is Colette Kress, NVIDIA's Interim CEO? 14:13 NVIDIA's Leadership and November 17 Earnings 15:10 NVIDIA Stock: Closing Price and Daily Low 15:51 Closing and What's Next
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