Key Points
ใปNVIDIA announced on November 12, 2026, that co-founder Jensen Huang had resigned as president, CEO and director, and that CFO Colette Kress would also serve as interim CEO.
ใปHuang personally drove the company’s long technology bets and its talks with major customers and governments, which helped it grow fast, but he had not named a successor.
ใปThere are paths through which unease could spread to markets and AI investment, yet we found no reports of changes in near-term orders; what is now in question is the next round of deals and talks with governments.
โผ Watch the Japanese-language video explainer
This video has Japanese audio and slides. To read English captions, open Settings โ Subtitles/CC โ Auto-translate โ English, where available. Automatic translations may contain errors. If the option is unavailable in the embedded player, watch on YouTube. The accompanying English article provides the written explanation.
Jensen Huang Resigns, CFO Colette Kress Becomes Interim CEO
NVIDIA announced on November 12 (U.S. time) that co-founder Jensen Huang had resigned as president, chief executive officer and member of the board. According to the company’s filing with the U.S. Securities and Exchange Commission, the board accepted his resignation on November 11, effective the same day.
Chief Financial Officer Colette Kress will serve as interim CEO while remaining CFO, and the board will choose a successor from inside or outside the company.
Harvey Jones, a director since 1993, became the company’s first board chair. Jones said the company’s commitments to its business and customers, and its product roadmap, are expected to continue without interruption. NVIDIA will report earnings on November 17 as scheduled. The announcement did not give a reason for the resignation.
Around the time of the announcement, separate reports citing people familiar with the matter described relationships between Huang and an executive who reported directly to him, and with another employee. On November 12, U.S. Attorney General Blanche said the Justice Department had not concluded whether Alice Huang, a former executive of a Singapore data center company, was a Chinese spy. A Chinese foreign ministry spokesperson said the same day that the United States should stop fabricating “spy stories” as a pretext for containing China’s technology.
On November 12 in New York, NVIDIA shares fell as much as 14% during the session and closed down 4.34% at $166.19, according to CNBC. U.S. long-term yields rose above 5.1% that day and the three major indexes edged lower, while AMD and Broadcom each gained more than 5%.
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How the Resignation Unfolded, and the Company the Founder Built
A succession plan is a company’s arrangement for choosing and preparing its next chief executive before the current one leaves. NVIDIA had not named a successor when Huang stepped down, about two weeks after the first report described below.
From the first report to the resignation, and what each party says
The sequence began with a New York Times (NYT) report on October 29, before the November 3 U.S. midterm elections. Citing anonymous sources, the NYT reported that U.S. authorities regarded Alice Huang, a former executive of the Singapore data center company Megaspeed (she is not related to Jensen Huang), as a collaborator of Chinese intelligence.
On November 8, Huang acknowledged in a message to employees that he had been unfaithful to his wife and apologized, and the board opened an independent investigation with outside lawyers. The message did not name anyone.
On November 11, the NYT reported, citing five people who have worked at NVIDIA, that Huang had a relationship with a healthcare vice president who reported directly to him; the board accepted his resignation the same day. After the November 12 announcement, Reuters reported, citing two people familiar with the matter, a relationship with another employee. NVIDIA declined to comment.
What Huang himself has acknowledged goes no further than infidelity. Each party’s position is as follows:
– NVIDIA: has not given a reason for the resignation
– U.S. Attorney General: no conclusion has been reached on whether Alice Huang was a Chinese spy, and the FBI is investigating
– Singapore’s Ministry of Home Affairs: its investigation of Alice Huang was not on suspicion of espionage, and it found insufficient evidence of illegal conduct; it issued her a stern warning and barred her from re-entry for giving inaccurate information that played down her role, and its investigation of Megaspeed continues
– China’s foreign ministry: it has already stated its position on the “Chinese spy” narrative, and the United States should stop fabricating spy stories as a pretext for technology containment; asked about reports that Alice Huang is in Beijing, the spokesperson said she was “not aware” of them
The resignation itself is settled fact. As of November 12, the Justice Department had not reached a conclusion on the espionage allegations, and Singapore’s investigation had not been an espionage case. CNN reported that even within U.S. intelligence, assessments of how strong the evidence is that Alice Huang actually spied differ. Our earlier article covers the background on export controls and the reported intelligence approach in more detail.
Related article
Megaspeed’s purchases, and how NVIDIA’s revenue is reported
Megaspeed, where Alice Huang was once an executive, is also an NVIDIA customer. Bloomberg reported on November 10 that the number of chips NVIDIA reported to the U.S. government for Megaspeed was about 50,000 fewer than trade records showed.
NVIDIA said in December 2025 that it had located the missing equipment at additional warehouses, but did not disclose quantities or other details. Megaspeed has denied diverting chips, said it cooperated with U.S. Commerce Department inspections, and said it asked a U.S. law firm to conduct a full count of its GPUs and review its compliance with export rules.
How NVIDIA reports its revenue has also drawn attention. In its quarterly report for the period ended July 2025, NVIDIA showed revenue by region based on where customers were billed, and Singapore accounted for a little over 20% of the total. The company explained that customers consolidated invoicing there and that products were almost always shipped to other regions.
From the fall of 2025, NVIDIA switched to showing revenue by the location of customers’ headquarters. That changed how the figures are divided, not the total.
Short sellers and others have published commentary questioning how real NVIDIA’s China-linked demand is, but within what we could confirm, there is no basis to say that regulators or auditors have found accounting fraud. The open question is how fully the company can explain who it sells to and where its products end up, which bears on trust in its management.
The bets the founder made himself
Huang co-founded NVIDIA in 1993 and served as CEO for 33 years. The company started out making graphics processing units (GPUs) for games, and its transformation into the center of artificial intelligence computing rested on a series of his decisions.
CUDA, the software foundation that lets GPUs handle computing beyond graphics, has been developed since around 2006. Investment continued for years before it paid off; according to NVIDIA’s annual report from February 2026, more than 7.5 million developers worldwide use CUDA. Development was led by a team including Ian Buck, and it was the founder who kept the company committed to the long bet.
In 2016, Huang reportedly delivered NVIDIA’s first AI supercomputer, the DGX-1, to OpenAI in person. In 2020, NVIDIA bought Israel’s Mellanox for about $7 billion, bringing data center networking in-house. Since 2024, the company has committed to releasing new products every year and has published product generations through 2028.
Roles concentrated in one person
Huang has said that all 60 members of his senior team reported directly to him and that he did not hold one-on-one meetings. In a podcast interview, he said he is known for not believing in succession planning, and that passing on knowledge every day matters more.
The executive team had no chief operating officer (COO), and the board had no chair. Oversight rested with an independent lead director, and the chair position has now been created for the first time.
Huang owned about 3.6% of the company as of March 2026, according to NVIDIA’s 2026 proxy statement, and holds no special shares with extra voting power. Even for a founder, the mechanism by which the board accepts a resignation has worked.
Kress, who has been CFO since 2013 and has handled finance and investor communications, now also serves as interim CEO. The executive team includes operations and legal leaders, but the company has not said who will take over, for now, the decisions of the 60 executives who reported to Huang. The board will choose a permanent successor, and no timeline has been given.
Where NVIDIA connects to the world economy
A change at the top of one company draws this much attention because NVIDIA sits at the junction of the stock market, AI investment and the semiconductor supply chain.
| Indicator | Figure | Source and timing |
|---|---|---|
| Market capitalization | About $4 trillion | Based on the closing price on November 12, 2026 |
| Weight in the S&P 500 | About 6.4% | State Street index holdings as of November 11, 2026 |
| Revenue in the latest quarter | $96.2 billion | NVIDIA earnings release for the quarter ended July 26, 2026 |
| Of which, data center | $89 billion | Same earnings release |
| Meta’s planned 2026 capital spending | $135 billion to $145 billion | Meta’s third-quarter 2026 earnings release |
| NVIDIA’s guarantee for SB Energy’s Ohio project | Up to $105 billion | NVIDIA Form 10-Q for the quarter ended July 26, 2026 |
Through index funds, NVIDIA’s weight in the S&P 500 also reaches the savings of people who do not hold the stock directly. Large U.S. technology companies continue to spend heavily on data centers for AI, and most of NVIDIA’s revenue now comes from that business.
On the supply side, NVIDIA is said to be the largest customer of Taiwan’s TSMC, and its orders extend to high-bandwidth memory for AI and to manufacturing and testing equipment, a field where Japanese companies are strong. NVIDIA also does more than buy parts: it takes on guarantees covering things such as rent for AI data centers.
According to NVIDIA’s quarterly report, it entered into a guarantee of up to $105 billion with SB Energy, a U.S. unit of SoftBank Group, for a large Ohio data center project that SB Energy is building and will operate and that an OpenAI affiliate will lease. SB Energy announced in August that NVIDIA planned to invest $1.5 billion in the company.
The guarantee is a conditional, long-term ceiling that grows as the facility comes online in stages, and it covers the case in which the tenant cannot make the agreed rent or power payments. It is not a figure for losses already incurred or for money due immediately.
The Strengths and Weaknesses of Founder-Led Management, and the Unease Spreading Outward
Why one person’s bets made NVIDIA fast
NVIDIA’s rapid growth rested on the engineers who built CUDA, on TSMC’s manufacturing capacity, on the sudden progress of AI research, and on the demand that progress created. On top of that, the founder’s judgment shows in the long bets the company kept making: investing in CUDA before the results were visible and releasing new products every year.
The ability of the CEO to talk directly with customers and governments was also a strength. In 2025, NVIDIA announced a partnership with a Saudi AI company during President Trump’s visit to Saudi Arabia, and Huang served as the company’s channel to the administration in negotiations over export controls on China. Being able to secure supply ahead of demand and negotiate the scope of regulation through one person likely contributed to the company’s speed.
That is also why the founder’s departure is being weighed so heavily. An analyst at KeyBanc Capital Markets said risks across strategy, organization and execution had risen sharply.
Why that speed makes succession hard
The same structure becomes a handoff problem when the founder leaves. An analyst at Evercore ISI, the research arm of investment bank Evercore, pointed out that NVIDIA has neither a clear succession plan nor a second-in-command who could take over operations.
Some have compared the moment to Apple’s handover from Steve Jobs to Tim Cook in 2011, but others note that Apple had a multi-year transition plan. How much a founder’s exit decides a company’s later fortunes varies from company to company, and a single example cannot measure what lies ahead.
What is hard to hand over is the judgment behind the next big bet, the face that negotiates with major customers and governments, and the relationship with the U.S. administration and Congress over sales to China. Executing an existing product roadmap and honoring contracts already signed stay with the organization. What is more likely to waver is the next set of deals that have not yet been signed.
The reported relationship with a direct report also exposed a governance issue. A relationship between someone with authority over evaluations and personnel decisions and a subordinate is not just a private matter; it raises a conflict of interest. Fortune reported that NVIDIA’s code of conduct asks employees to avoid situations that create conflicts of interest, but the company has not said whether the code was violated.
An analyst at Bernstein said the reports of a relationship with a direct report made it hard for the board to keep Huang in the job. The more authority is concentrated in one person, the more pressing the question of who checks that person’s conduct. The board’s acceptance of the resignation and its first appointment of a chair can be read as a first step toward spreading authority more widely.
Close ties to the administration, and the explanations now being sought
NVIDIA’s closeness to the Trump administration is drawing renewed attention. According to the NYT, President Trump was told of concerns about Alice Huang in the fall of 2025 but did not act, and Secretary of State Rubio told him verbally during a trip to China in May 2026.
Jensen Huang also traveled with the president on that trip. Trump denied knowing at the time of the trip and said he would check with intelligence agencies about the previous year’s briefing. The White House also denied the report.
The FBI’s inquiry is continuing, and CNN reported, citing people familiar with the matter, that Treasury Secretary Bessent and Commerce Secretary Lutnick clashed over whether to place Megaspeed under restrictions. Axios also reported that Trump had approved crackdowns several times in the matter of suspected diversion of chips to China. The trip, the warnings, the regulatory decisions and the investigation moved inside the administration as separate decisions.
Overlapping interests have also been pointed out. Trump has disclosed trades in NVIDIA stock made in August 2026, and the White House says his assets are managed independently by a third party.
When policy decisions and the president’s personal investments overlap, there is reason for questions about conflicts of interest and transparency. At the same time, within what we could confirm, there is no testimony or record showing that any decision was made to protect his personal assets.
The NYT reported that Trump saw NVIDIA as a pillar of U.S. technological competitiveness and of the stock market’s rise. Both Huang and the administration have argued that it is better for China to keep using American chips. Now that one company and its founder have grown large enough to touch decisions on the economy, diplomacy and national security, the administration is being asked to explain what it knew in advance and what it prioritized.
Three paths through which unease could spread
In the stock market, NVIDIA shares, which fell as much as 14% on November 12, recovered to a loss of just over 4% by the close. The three major indexes slipped only slightly, and higher long-term yields weighed on the same day. Because of the stock’s large index weight, there is concern that one company’s management could affect many people’s savings, but former Federal Deposit Insurance Corporation (FDIC) Chair Sheila Bair has said NVIDIA is not “too big to fail” in the sense that applies to banks.
For AI investment, near-term orders and the next round of deals look different. As of November 13, we found no reports of customers revising orders. The concern is about the next generation of deals: customers could split orders toward AMD, Broadcom’s custom chips, or Google’s TPUs (its own AI chips). Even if total AI investment holds, a smaller share for NVIDIA would change its stock price and how investment is allocated.
On the supply chain and funding side, the guarantees NVIDIA has taken on are the issue. A guarantee contract stays with the company when the CEO changes. The Ohio guarantee is described as being triggered only by specific defaults by the tenant. Its weight would change if NVIDIA’s own earning power or creditworthiness declined.
In that case, a chain is conceivable in which operators who rely on the guarantees to raise funds face tougher borrowing terms and GPU orders fall. Fortune reported investors’ view that if the value of NVIDIA’s guarantees changed, operators’ funding could be put at risk.
On November 12, CoreWeave and Nebius, newer companies that rent out data center computing capacity, fell about 7% and about 17%, respectively, but neither has been confirmed to use such a guarantee. According to Fortune, CoreWeave was giving back a big gain from the previous day, and Nebius had issued a weak outlook the same day.
Japan’s links run through these paths too. Shares of Advantest, which makes semiconductor testing equipment, fell about 4.6% in Tokyo on November 12, after reports that Huang would be removed and before the resignation was announced.
In Japan, Sakura Internet announced in February that it had started operating about 1,100 of NVIDIA’s Blackwell-generation GPUs, and SoftBank announced in May that it planned to launch a cloud service using NVIDIA’s GB200 NVL72 systems in October. Both plans predate the resignation, and no changes have been reported.
On policy, debate is advancing in the U.S. Congress on tightening export controls on China, and China has pushed back, calling it a “pretext for a technology blockade.” With the founder who was the company’s channel for negotiations over China sales gone, how the new leadership deals with both Washington and Beijing will shape the outlook for its China business.
What still supports NVIDIA, and the opening for rivals
There is support as well: a product roadmap through 2028, about 40,000 employees, more than 7.5 million CUDA developers, and the demand for AI itself. Inside the company are executives who have long led its technology, including Jonah Alben, who leads GPU design, and Buck, who created CUDA.
For competitors, this is an opportunity. The rise in AMD and Broadcom shares on November 12 can be read as a bet that customers will have more room to try alternatives to NVIDIA. Interest rates and inflation data also moved that day, so the price moves cannot be explained by the resignation alone.
Some investors see the worst of the concern as already priced in. Whether this becomes a chance to rebuild succession and board oversight depends on the coming choice of leader and how the company explains itself.
Earnings and the successor search are the next turning points
The first test is the November 17 earnings report. Last quarter, the company forecast revenue of about $108 billion for the current quarter. The numbers, and what interim CEO Kress says about products and customers, will show whether the near-term business is holding.
After that come the choice of a permanent successor and its timing. The board will have to decide how to combine technical understanding, relationships with major customers, dealings with governments and corporate governance. Whether the next CEO is an engineer from inside or an outside executive will not settle it on its own, and the board has not yet said which roles it will prioritize. The chair of a U.S. House committee said Huang intends to respond to Congress, and the Senate is also seeking his testimony in December.
With a U.S.-China summit expected, the results of the investigations by the Justice Department and the FBI, and of the board’s independent investigation, are tied to the debate over China controls. Which results emerge will determine whether the impact falls most heavily on the stock market, AI investment or the supply chain.
Japanese Reactions to Jensen Huang’s Resignation
The following five posts on X, written in Japanese on November 13, 2026, are a small sample and do not represent public opinion in Japan. All five come from individual users, one of whom posts investment information under a brand name. Figures and assessments in the posts are the posters’ own, and dates in the posts are in Japan time.
@sufan0207, November 13, 2026:
ใธใงใณในใณใปใใขใณใ่พไปปใจใฎใใจใใใใใNvidiaใฎๆฌ่ณชใๅใใใใใชใใธใงใณในใณใปใใขใณใซ็ฅ่ญใๆ่กใ้็ดใใฆใใใฏใณใใณไผๆฅญใใใใใจใ็ต็นๅใใใฆใใฆใใกใณใใใชใใฆใ็ซถไบๅชไฝใ็บๆฎใงใใไผ็คพใซใชใฃใฆใใใฎใ๏ผ
— แกคแก แ ฉแ ดแ แ จ แกณ แกฅแ คแ ฏแกฅแ (@sufan0207) November 13, 2026
Jensen Huang has resigned, apparently. Maybe now we’ll find out what Nvidia really is. Was it a one-man company where knowledge and technology were concentrated in Jensen Huang, or had it become an organized company that can keep its competitive edge even without Huang? (translated)
ใพใใซใ (@masani_papa1002), November 13, 2026:
ๆญฆ็ฐ่งฃ่ชฌๅกใจใใใไบบใใจใใใใฃใขใฎใใขใณCEOใฎ่พไปปใฏในใใฃใผใใปใธใงใใบใใใชใใชใฃใใขใใใซใฟใใใซใชใใฃใฆ่จใฃใฆใใใฉใใขใใใซใฃใฆใใฎๅพใๆ้ทใใฆใใใใไฝใ่จใฃใฆใใใ ใใใจๆใฃใใ#4chanTV #ใใใใฃใณTV #MBS
— ใพใใซใ (@masani_papa1002) November 13, 2026
Some commentator called Takeda says NVIDIA CEO Huang’s resignation will make it like Apple after Steve Jobs was gone, but Apple kept growing after that, so I wondered what he was talking about. #4chanTV #ใใใใฃใณTV #MBS (translated)
่ตคใกใใใไนใฃใฆใพใ(baby on board) (@dol_seagate), November 13, 2026:
ใใขใณๅ CEOใฏ้ ็นใง่พไปปใใฆใใใใไปๅพNVidiaใๅคฑ้ใใใใใชใใชใฃใใใใ ใจๆใใพใใใใฎใพใพๅ ่ชฟใงใใใใฐใใฃใจ่กใใใใใจ่จใใใใ
— ่ตคใกใใใไนใฃใฆใพใ(baby on board) (@dol_seagate) November 13, 2026
ใในใใฎใฟใคใใณใฐใงใใใฆไผ่ชฌใธโฆใใใจๆใ
Former CEO Huang resigned at the peak, so if Nvidia slows down from here, people will miss him and say it’s because he left, and if it stays strong, they’ll say it could have gone even further with him. I think he left at the best possible timing, and so into legend… (translated)
KABU CLEARใฎใชใณ (@KABU_CLEAR), November 13, 2026:
ๆจๆฅใฏๅ ฑ้ใไปๆฅใฏๅ ฌๅผ็บ่กจใ็ขบ่ชใ
— KABU CLEARใฎใชใณ (@KABU_CLEAR) November 13, 2026
NVIDIAใฎใใขใณๆฐใCEOใ่พไปปใใฏใฌในCFOใๆซๅฎCEOใซใ
11/13ใฎๆฅ็ตใฏๅๆฅๆฏ๏ผ0.53๏ผ
ๅๅฐไฝๆ ชใฏๆๆใๅใใใพใใใ
็งใ่ฆใใใฎใฏใๆฅ็ฑณใงAIๆ่ณใ็บๆณจ่จ็ปใๅฎ้ใซๅคใใใใใพใใฏ18ๆฅๆใฎๆฑบ็ฎใ็ขบ่ชใใพใ๏ผ
ๅบๅ ธ๏ผNVIDIAใปๆ ชๆข
โปๅฃฒ่ฒทๆจๅฅจใงใฏใใใพใใ pic.twitter.com/c1aBwe4JYB
Yesterday it was reports; today I checked the official announcement. NVIDIA’s Huang has resigned as CEO. CFO Kress becomes interim CEO. The Nikkei on 11/13 was up 0.53% from the previous day. Semiconductor stocks were mixed. What I want to see is whether AI investment and ordering plans in Japan and the US actually change. First, I’ll check the earnings on the morning of the 18th! Sources: NVIDIA, Kabutan. *Not a recommendation to buy or sell. (translated)
ใใใ (@dkpwupe89uLo5JZ), November 13, 2026:
ใจใใใใฃใขใฎใใขใณCEO่พไปปใใใใใๆ ชไพกใไธใใโคต๏ธใจไบๆณใใ็ด4000ๅๅฃฒใฃใฆใใพใฃใใโ438ๅใงใใใ
— ใใใ (@dkpwupe89uLo5JZ) November 13, 2026
Since NVIDIA’s CEO Huang resigned, I predicted the stock would go down โคต๏ธ and ended up selling about 4,000 yen worth. It came out to โ438 yen. (translated)
Who Will Take Over the Founder’s Role?
NVIDIA’s growth, built on its engineers and on demand, was accelerated further by one founder’s conviction. When that person leaves, the same structure carries uncertainty to the company and to the markets, investment and supply chains that have come to rely on it. Even so, the company still has a set product roadmap and an organization that sustains its technology.
As far as could be confirmed as of November 13, the impact on near-term products and orders is small; what is wavering is the next generation of deals and talks with governments. The broader stock market fell only slightly, and no facts so far show a path to a global economic crisis. The danger would grow if NVIDIA’s own earning power or creditworthiness were shaken and that spread through AI investment and the flow of money backed by its guarantees.
Neither the reason for the resignation nor the truth of the allegations has been settled. How will a company that grew huge in the AI era move from a founder’s company to one that makes decisions as an organization? The November 17 earnings report and the choice of a successor will offer the first answers.
Frequently Asked Questions
Who is running NVIDIA after Jensen Huang’s resignation?
CFO Colette Kress is serving as interim CEO while remaining CFO, according to NVIDIA’s November 12, 2026, announcement. The board, now led by its first chair, Harvey Jones, will choose a permanent successor from inside or outside the company, and no timeline has been given.
Why did Jensen Huang resign?
NVIDIA has not given a reason. Huang acknowledged infidelity in a November 8 message to employees, and the NYT and Reuters reported relationships with a direct report and another employee; the company has not cited any of these as the reason, and as of November 12, the U.S. Justice Department said it had not concluded whether Alice Huang was a Chinese spy.
Could Huang’s resignation trigger a global economic crisis?
No facts so far point to that. On November 12, NVIDIA shares closed down 4.34%, according to CNBC, while the major U.S. indexes slipped only slightly, and as of November 13 we found no reports of customers revising orders; the risk would grow if NVIDIA’s own earnings or credit weakened and that spread through AI investment and its data center guarantees.
How did Japanese social media react to Jensen Huang’s resignation?
Among the Japanese-language posts on X we reviewed on November 13, 2026, one user asked whether NVIDIA was a one-man company or an organization that could stay competitive without Huang, and another questioned the comparison with Apple after Steve Jobs. One investment-focused account said it wanted to see whether AI investment and ordering plans actually change, and would first check the next earnings report. These posts are a small sample, not a measure of Japanese public opinion.
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We publish video summaries of articles like this one, along with short clips built around Japanese reactions.
Reference Links
- NVIDIA Announces CEO Transition๏ฝNVIDIA
- Form 8-K (November 11, 2026)๏ฝU.S. Securities and Exchange Commission
- US Justice Department has not concluded Alice Huang was Chinese spy, Blanche says๏ฝReuters (via Yahoo)
- Statement on investigations into Alice Huang and Megaspeed (November 12)๏ฝSingapore Ministry of Home Affairs
- Regular press conference, November 12, 2026 (Chinese)๏ฝMinistry of Foreign Affairs of China
- Report on the NYT story about a relationship with a direct report (November 11)๏ฝTechCrunch
- Report on a relationship with another employee (November 12)๏ฝReuters (via CNA)
- Nvidia stock closes down over 4% after CEO Jensen Huang announces resignation๏ฝCNBC
- NVIDIA Form 10-Q (quarter ended July 26, 2026)๏ฝU.S. Securities and Exchange Commission
- NVIDIA Form 10-Q (quarter ended July 27, 2025)๏ฝU.S. Securities and Exchange Commission
- NVIDIA Form 10-Q (quarter ended October 26, 2025)๏ฝU.S. Securities and Exchange Commission
- Nvidia intervened in US probe of Megaspeed chip smuggling๏ฝBloomberg (via The Edge)
- Report on warnings to Trump and Huang’s place on the China trip (November 10)๏ฝNYT (via The Philadelphia Inquirer)
- Trump says he spoke with Huang, denies prior knowledge (November 10)๏ฝCNN (via KESQ)
- Report on Trump’s approval of crackdowns and the Commerce Secretary (November 11)๏ฝAxios
- Report on the clash between the Treasury and Commerce Secretaries (November 11)๏ฝCNN (via KTVZ)
- Report on U.S. intelligence assessments (November 12)๏ฝCNN (via KRDO)
- Trump discloses Nvidia stock trades as he prepares to honor CEO Huang๏ฝReuters (via Investing.com)
- Megaspeed says it cooperated with US inspections (November 12)๏ฝReuters (via Investing.com)
- Announcement on the PORTS AI data center project in Ohio and NVIDIA’s investment (August)๏ฝSB Energy
- Report on what the resignation means for neoclouds (November 12)๏ฝFortune
- Nvidia’s new board chair Harvey Jones: ‘charming elder statesman’ likely to lead search for next CEO๏ฝFortune
- Nvidia CEO Jensen Huang resigns: Live updates๏ฝCNBC
- Jensen Huang interview transcript๏ฝLex Fridman Podcast
- NVIDIA 2026 proxy statement (DEF 14A)๏ฝU.S. Securities and Exchange Commission
