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What's really at stake in the Jensen Huang saga

One part of the saga surrounding Nvidia CEO Jensen Huang ended on Thursday, when Huang resigned from his position at the top of AI's most important company. But in the coming weeks and months, a much bigger story may be about to unfold. A story about Nvidia's dealings in China, about the US government's willingness [...]

Bessent blames Lutnick’s commerce department for failure to blacklist Megaspeed

The salvo from US Treasury secretary threatens to further stoke tensions within Trump administration over Nvidia scandal

NHS, schools and police forces hit by Microsoft outage

Major airports and intelligence services are unaffected, while the government is still assessing the impact.

‘Broken and shattered’ Nvidia CEO Jensen Huang surrendered during resignation meeting, report claims

Jensen Huang reportedly called himself 'a piece of sh--" after his forced departure, but employees still want him back.

The Download: Silicon Valley’s blind spot and Nvidia’s chip-tracking plan

This is today's edition of The Download, our weekday newsletter that provides a daily dose of what's going on in the world of technology. Silicon Valley claims to know the future. So why did it get the midterms so wrong? —Aaron Zamost, a tech communications consultant and a former executive at Square The self-styled visionaries...

Bloomberg details web of Chinese AI companies with smuggled NVIDIA chips linked to Alice Huang

Bloomberg found evidence of a network of Chinese companies smuggling NVIDIA chips with Alice Huang at the center.

Israel's VCs see opportunity for challengers in Nvidia's turmoil

Given Nvidia’s stronghold on AI and its importance in Israel, many in the country's startup ecosystem are worried about the impact of his departure.

Nvidia’s Biggest Risk Is Product Pace: Windsor

Radio Free Mobile founder Richard Windsor says the immediate damage to Nvidia is reputational, with its products, contracts and financial outlook still intact. He says the critical test for Jensen Huang’s successor will be maintaining the rapid product-development cycle that underpinned Nvidia’s dominance and warns that any slowdown could cost the company market share and margins. Windsor was speaking to Tom Mackenzie on the latest episode of Bloomberg Tech: Europe which explored the risks and rewards for Europe following Jensen Huang's departure as Nvidia CEO. (Source: Bloomberg)

How a sex scandal at Nvidia is putting pressure on the White House

Jensen Huang's personal life may have triggered the crisis, but the questions now reach into the White House itself.

Jensen Huang’s years-long effort to get close to China

Former Nvidia chief executive facing intense scrutiny over ties to Beijing

Jensen Huang’s Supporters See Nvidia Exit as Lesson for Founders to Keep Control

Silicon Valley supporters say CEO shouldn’t have given up control to Nvidia board

Let’s talk about Jensen Huang’s many affairs!

Usually, we'd be offering to answer your questions about a news event, but honestly we don't really have any answers about what the hell is going on over at Nvidia. I can't speak for Nilay but at the rate Jensen Huang's new mistresses are dropping, I am concerned we are approaching an affair Singularity. If [...]

Walmart has slashed $730 off this monster gaming PC with RTX 5070 Ti

Save $730 on this CyberPowerPC with Intel Core Ultra 9 285 and RTX 5070 Ti.

Jensen Huang’s Nvidia (NVDA) Scandal Fuels Push for Tighter China Chip Curbs

Huang was a mediating voice between the two AI superpowers.

Nvidia’s France Pledges Remain Intact: Varza

Station F Director Roxanne Varza says French founders remain broadly reassured after Jensen Huang’s departure, with no sign Nvidia’s recent investment commitments are being withdrawn. She says the immediate damage appears reputational rather than operational, while prompting founders to consider the risks of building a company too closely around one leader. Speaking to Tom Mackenzie on the latest episode of Bloomberg Tech: Europe, Varza also noted the upheaval could eventually create opportunities for Europe to develop more sovereign alternatives to Nvidia’s technology stack. (Source: Bloomberg)

Nvidia’s AI Chip Share Set to Shrink: Akarca

Callosum co-founder Dan Akarca says Nvidia will remain dominant in the near term, but its market share is likely to decline as more specialized AI chips emerge. He says Callosum’s software can direct different AI tasks to the processors best suited to them, potentially cutting costs, improving performance and reducing energy use. Akarca was speaking to Tom Mackenzie on the latest episode of Bloomberg Tech: Europe which explored the risks and rewards for Europe following Jensen Huang's departure as Nvidia CEO. (Source: Bloomberg)

Alice Huang Firm Procured Banned Nvidia Chips in China

A Chinese company founded by Alice Huang, the woman at the center of a controversy dogging Nvidia Corp., procured smuggled AI chips that were installed at a Shanghai data center with links to Megaspeed International Pte, according to documents reviewed by Bloomberg News. Some of the servers were originally sold to Aperia Cloud Services, an official Nvidia Cloud Partner headquartered in Singapore, according to a person familiar with the matter. Parmy Olson has the details. (Source: Bloomberg)

Fallout from the Nvidia scandal may dampen the exuberance around the AI boom

Nvidia CEO Jensen Huang's stunning resignation has sent ripples through the global technology industry, with rival chipmakers itching to take advantage of the uncertainty and others wondering if the downfall of one of AI's biggest cheerleaders will dampen the mood around the civilization-altering technology.

Jensen Huang built the company that powers AI. Now Nvidia must find a way forward without him

Nvidia CEO Jensen Huang resigned Thursday, capping a spectacular downfall for a poster boy of the artificial intelligence boom whose exit following reports of extramarital affairs now thrusts the chipmaker into an uncertain future.

DeepX Bets $100 Million on New AI Chip Using Samsung Technology

South Korean startup DeepX Co. plans to spend more than $100 million developing a next-generation artificial intelligence chip using Samsung Electronics Co.’s advanced 2 nanometer manufacturing process.

GPs, police and pharmacies among UK services affected by Microsoft outage

Major airports and intelligence services are unaffected while the government is assessing the impact on its services.

Chip Industry Week In Review

Nvidia faces questions about security and oversight; 300mm SiC breakthrough; Siemens buys Lauterbach; chiplet standards; new memory bets; imec interposer process flow; TPUs with CPUs; 2D transistors; anti-smuggling tools for chips. The post Chip Industry Week In Review appeared first on Semiconductor Engineering.

Chinese AI sell-off deepens over fears of tougher Nvidia chip restrictions

Ousted chief executive Jensen Huang had supported keeping sales open to China

Jensen Huang Exit Sets Up US-China Showdown Over AI Chip Curbs

The fall of Nvidia Corp. Chief Executive Officer Jensen Huang has removed the industry’s most prominent opponent of US chip controls, setting up a showdown over potential new curbs that could accelerate China’s drive for semiconductor self-sufficiency.

Nvidia CEO Search: Who Are the Candidates for Permanent Role?

Nvidia is searching for a permanent replacement for larger-than-life Chief Executive Officer Jensen Huang, a daunting challenge at the world’s most valuable chipmaker. The company has tapped an outside firm to identify potential candidates following revelations of multiple extramarital affairs by Huang. Longtime Chief Financial Officer Colette Kress is serving as interim CEO. Bloomberg's Tom Mackenzie has more details. (Source: Bloomberg)

Banned Nvidia Chips Installed at China Data Center Linked to Alice Huang

A Chinese company founded by Alice Huang, the woman at the center of a controversy dogging Nvidia Corp., procured smuggled AI chips that were installed at a Shanghai data center with links to Megaspeed International Pte, according to documents reviewed by Bloomberg News.

Analyst Sees Stricter US Export Controls After Nvidia

Anna Ashton, Founder of Ashton Analytics, says the Nvidia controversy will likely result in stricter US export controls toward China and deepen restrictions on technology products. She speaks on "Bloomberg: The China Show". (Source: Bloomberg)

Value Nvidia, not Huang

Plus, sclerotic labour markets

Ex-Nvidia CEO Jensen Huang summoned to testify before Congress about affair with alleged Chinese spy

Huang abruptly quit on Thursday as head of one of the world's most valuable companies after revelations of alleged extramarital affairs.

The downfall of Jensen Huang

After 33 years building Nvidia into the world’s most valuable company, its founder’s career disintegrated in less than two weeks

Singapore Charges 5th Person Linked to Nvidia Chip Case, ST Says

Singapore charged a fifth person in relation to an AI server fraud case linked to the export of computer servers that might contain Nvidia Corp. chips to Malaysia, according to a report by the Straits Times.

Singapore Charges 5th Person Linked to Nvidia Case, ST Says

Singapore charged a fifth person in relation to an AI server fraud case linked to the export of computer servers that might contain Nvidia Corp. chips to Malaysia, according to a report by the Straits Times.

Singapore Charges Fifth Person as Nvidia Case Expands

Singapore charged a fifth person in a fraud case linked to the export of computer hardware suspected of containing Nvidia Corp. chips subject to US trade restrictions.

Singapore Charges Fifth Person as Nvidia Fraud Case Expands

Singapore charged a fifth person in a fraud case linked to the export of computer hardware suspected of containing Nvidia Corp. chips subject to US trade restrictions.

China Chipmaker SigmaStar Said to Plan $300 Million HK Listing

SigmaStar Technology Ltd., a Chinese artificial intelligence chipmaker, is seeking to raise as much as $300 million in a Hong Kong listing as soon as this year, people familiar with the matter said, as the nation’s technology companies look for an opportune fundraising window.

The Silicon Valley veterans now steering Nvidia

New chair Harvey Jones and CEO Colette Kress need to steady the chip group after founder Jensen Huang’s shocking departure

Abrupt End to Nvidia’s Jensen Drama Leaves Unanswered Questions

Jensen Huang’s long-running Nvidia drama ended on a cliffhanger with the news of the CEO’s resignation Thursday morning. We’re going to have to wait a while for the scriptwriters to figure out the next installment of this thriller. At the moment, we’ve got far more questions than answers: What happened between Sunday, when the board said it had confidence in Huang, and Wednesday night when Huang quit (as Nvidia revealed in a securities filing today)? What role did the Trump administration play in his departure? Astute watchers of the news media might have noticed that many of the numerous stories about the Wednesday night board meeting called to consider Huang’s future were at least partly written by Washington correspondents not normally reporting on Nvidia’s doings. Was the White House leaking stuff to pressure Huang to go? The answers will eventually come out, to be sure.

Trump Says Huang Told Him He Regrets Scandal’s Toll on Family

President Donald Trump said Jensen Huang called him and expressed remorse over what the scandal that led to his resignation as chief executive of Nvidia Corp. had done to his family.

Inside Jensen Huang's Final Hours as the CEO of Nvidia

At the end, Jensen Huang looked broken and shattered, his legendary energy depleted. After weeks spent denying the allegations of infidelity and fighting to remain in his job as Nvidia Corp.’s chief executive officer, his surrender late Wednesday night was unconditional. Huang’s usual take-charge demeanor had evaporated, according to a person familiar with the situation, and he’d started using phrases like “whatever” and “I don’t care.”

Donald Trump really wants Tim Cook to run Nvidia

Jensen Huang resigned this morning as Nvidia's CEO following reports of affairs, including one with an alleged Chinese spy. Right now, the company is being led by its CFO on an interim basis. But President Donald Trump is already throwing around one person he thinks should take over the chipmaking giant: former Apple CEO Tim [...]

Nvidia May Face Employee Churn, Analyst Says

Patrick Moorhead, CEO and Chief Analyst at Moor Insights and Strategy, says Nvidia could face months of employee churn as uncertainty lingers over its CEO search. (Source: Bloomberg)

Nvidia chief Jensen Huang toppled by revelations of extramarital affairs

Departure marks stunning end to three-decade tenure of executive who built chip company into an engine of the AI boom

Reconfigurable MEMS switches could hide chip package wiring from X-ray reverse engineering

I spend my days looking inside chip packages to find out why they failed. With X-ray tomography or an acoustic microscope, I can see through a finished package without opening it: every solder bump, every copper trace, every buried layer. It is satisfying detective work. Somewhere along the way, I realized it is also exactly what a reverse engineer does.

US lawmakers pile pressure on Howard Lutnick as Nvidia scandal widens

Legislators demand Trump’s commerce secretary explain why he allowed chip sales to company linked to alleged Chinese spy

Democrats launch Nvidia investigation, write scathing letter on Huang's ‘scheme' with Trump

This Congressional investigation into Nvidia's China sales and its dealings with Trump is the second one, so far, since news of the alleged spy affair broke.

Google promises its new smart specs won't give creeps their ideal view

'Intelligent eyewear' has a built-in camera and mic, but there's a recording light to warn you and some stern legalese to discourage abuse

Huang Ousted By Nvidia Board As CEO | Closing Bell

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Jess Menton, Carol Massar and Tim Stenovec. (Source: Bloomberg)

‘It's a mistake for Nvidia to let Jensen resign’: reactions from tech leaders on Jensen Huang’s resignation

Nvidia announced this morning that Jensen Huang has resigned as CEO following reports of two affairs, including one with an alleged Chinese spy and one with a direct report. The situation surrounding Huang has unfolded quickly, with The New York Times only reporting on Friday that Huang and the suspected spy were "close" before other [...]

‘It’s a mistake’: reactions from tech leaders on Jensen Huang’s resignation

Nvidia announced this morning that Jensen Huang has resigned as CEO following reports of two affairs, including one with an alleged Chinese spy and one with a direct report. The situation surrounding Huang has unfolded quickly, with The New York Times only reporting on Friday that Huang and the suspected spy were "close" before other [...]

Wall Street Whistles Past Nvidia Risk to Bet on Wobbly AI Trade

Wall Street isn’t particularly concerned about the risks to the artificial intelligence trade posed by the ouster of Nvidia Corp.’s long-time Chief Executive Officer Jensen Huang over a series of romantic relationships, including one with a suspected Chinese spy.

Cerebras Delivers Solid Outlook in Its Bid to Challenge Nvidia

Cerebras Systems Inc. gave a sales forecast for the current quarter that exceeded analysts’ estimates, signaling that a push to challenge Nvidia Corp. in AI chips is paying off.

Cerebras Delivers Solid Outlook in Bid to Challenge Nvidia

Cerebras Systems Inc. gave a sales forecast for the current quarter that exceeded analysts’ estimates, signaling that a push to challenge Nvidia Corp. in AI chips is paying off.

Nvidia Can Weather Huang's Departure, Ross Gerber Says

Ross Gerber, co-founder, president and CEO of Gerber Kawasaki Wealth and Investment Management, reacts to the ouster of Nvidia CEO Jensen Huang and what it means for the future of the company. He speaks on "Bloomberg The Close." (Source: Bloomberg)

Nvidia Will Continue Investigation Into Former CEO and Alleged Chinese Spy

Nvidia is planning to continue its investigation into former CEO Jensen Huang’s possible involvement with a person alleged to be a Chinese spy will continue, said a person familiar with the situation. The company is expected to issue a statement making clear that it is not abandoning the ...

Nvidia, AI Industry Face Prospect of Future Without Huang

Bloomberg's Emily Chang said that while Nvidia will survive the ouster of CEO Jensen Huang, questions remain about if it will be able to thrive in the same way without Huang's relationships with global leaders and no predetermined successor. Chang said the national security implications around the company are in the spotlight going forward, as Colette Kress, the interim CEO in the wake of Huang's resignation, also believes that Nvidia should be able to sell the most advanced chips to China. (Source: Bloomberg)

Jensen Huang was having a third affair, Reuters reports

Reuters is withholding the name of the new employee linked to Huang, but says she is an employee of Nvidia.

Nvidia privately confirmed it could track chips to fight smuggling, even as industry publicly questioned feasibility

Representatives from Nvidia told Illinois representative Bill Foster that the tracking requirements of his Chip Security Act meant to combat smuggling were technically possible, Foster told MIT Technology Review in an interview on Thursday, even while its industry group claimed they were “potentially infeasible.”  Representative Foster, a Democrat who serves on the Committee on Science,...

'Essential' That US Upholds Export Controls on Chips, Says Ben Buchanan

Ben Buchanan, former White House special advisor for Artificial Intelligence in the Biden Administration and author of the new book 'The Bitter Struggle: Superintelligence, Superpowers, and the Fate of the World,' said that it is 'essential' that the US maintain its curbs around exports of US chips to China and is 'more urgent now' given the lead the US has in the AI race. Buchanan said that the Trump administration made a mistake in not enforcing the Biden administration's 'diffusion rule,' which extended strict controls on AI chip exports to stop chips from reaching adversaries. (Source: Bloomberg)

Ex-Nvidia CEO Huang Had Affair With Second Employee

Jensen Huang had affairs with at least two Nvidia employees while leading the company, Reuters reports. A day ago, the New York Times reported that Huang had an intimate relationship with Kimberly Powell, a Nvidia vice president who reported directly to him. Reuters on Thursday did not reveal ...

Jensen Huang's self-sabotage sends Nvidia into a midlife crisis

The competition is circling like vultures

Ex-Nvidia CEO Huang Hires Lawyers

Jensen Huang, who resigned as Nvidia CEO on Thursday amid a scandal over alleged affairs with several women, has hired Paul Weiss, a prominent white collar law firm, according to The New York Times. Huang’s resignation came four days after Nvidia’s board had announced it would investigate his ...

Huang Affair Suggests 'Compromised Objectivity' Says Anna Ashton

Anna Ashton, founder of Ashton Analytics and former China analyst at the Department of Defense, said that it doesn't matter if Alice Huang was an unwitting participant or a spy for the Chinese government because she already worked for Megaspeed, a company that was 'seriously distrusted' for attempting to work around US export controls on chips. Ashton said that Jensen Huang's affair with Alice Huang suggests 'massively compromised objectivity' on the part of the former Nvidia CEO. (Source: Bloomberg)

Five things to know about Nvidia

After launching as a small gaming startup and morphing into the top chip designer for artificial intelligence, U.S. tech giant Nvidia faces unprecedented turbulence after its co-founder and CEO Jensen Huang reportedly had a second extramarital affair with an employee.

Nvidia’s Dealmaking Binge Faces a Reckoning After Jensen Huang’s Exit

In the last three years, Nvidia has emerged as one of the most active backers of AI startups, small cloud providers and frontier AI labs—largely thanks to CEO Jensen Huang’s unrelenting focus on ensuring continued, strong demand for its specialized AI chips. With his sudden resignation late Wednesday, that source of cash now looks at risk. Venture capitalists, startup founders and semiconductor executives say they expect Nvidia to pull back on its frenetic dealmaking pace, which totaled $140 billion, including massive credit guarantees, in just two months this year. That activity includes showering cash on big chip users—Nvidia plans to put $10 billion into Anthropic’s initial public offering next week. But the most vulnerable could be the companies in the middle of funding rounds in which Nvidia is expected to invest.

Nscale, Firmus Deals Hinge on Nvidia Extending Investment Sprint

In the last three years, Nvidia has emerged as one of the most active backers of AI startups, small cloud providers and frontier AI labs—largely thanks to CEO Jensen Huang’s unrelenting focus on ensuring continued, strong demand for its specialized AI chips. With his sudden resignation late Wednesday, that source of cash now looks at risk. Venture capitalists, startup founders and semiconductor executives say they expect Nvidia to pull back on its frenetic dealmaking pace, which totaled $140 billion, including massive credit guarantees, in just two months this year. That activity includes showering cash on big chip users—Nvidia plans to put $10 billion into Anthropic’s initial public offering next week. But the most vulnerable could be the companies in the middle of funding rounds in which Nvidia is expected to invest.

Who is Collette Kress, NVIDIA's interim CEO?

Kress spent 25 years in various finance roles before joining NVIDIA in 2013

Who is Colette Kress, NVIDIA's interim CEO?

Kress spent 25 years in various finance roles before joining NVIDIA in 2013

‘Dark Day’: Silicon Valley Mourns Nvidia’s Decision to Oust CEO

The ouster of Nvidia Corp. Chief Executive Officer Jensen Huang has sent shockwaves throughout Silicon Valley, prompting a chorus of venture capitalists and founders to criticize the chipmaker’s decision and express concerns about the broader impact on the industry. Huang was removed by Nvidia’s board of directors after reports of two affairs, including one with a woman suspected of spying for China and another with an employee. Huang, the only CEO in Nvidia’s three-decade history, will no longe

Who is Colette Kress, Nvidia's interim CEO? Longtime exec takes top spot after Jensen Huang resigns

Nvidia has appointed a 13-year veteran executive behind some of its biggest financing deals as interim CEO after the abrupt resignation of its longtime leader shook Silicon Valley.

Nvidia Names Colette Kress as Interim CEO

Nvidia turns to CFO Colette Kress to steady the ship as interim CEO, following Jensen Huang’s ouster. Norah Mulinda explains. (Source: Bloomberg)

Nvidia sends a painful message on how to value a CEO

More clarity about why founders matter — and how much — should help everyone

Nvidia CEO Huang quits after affair with suspected China spy

Jensen Huang, the leather-jacketed architect of the artificial intelligence boom, resigned as chief executive of Nvidia on Thursday after revelations of two extramarital affairs, including one with a woman accused of spying for China.

Jensen Huang’s exit puts Nvidia’s support for open source in question

Jensen Huang’s resignation raises questions about Nvidia’s commitment to open-source AI, including its Hugging Face acquisition, open-weight models, and advocacy against restrictions, as the company navigates a leadership transition.

Former Prosecutor Breaks Down Nvidia’s Legal Exposure

Questions remain over the potential legal and national security fallout for Nvidia and former CEO Jensen Huang following revelations about Huang’s relationship with a woman alleged to have ties to Chinese intelligence. Miller & Chevalier partner and former federal prosecutor Christina Clark explains how counterintelligence and criminal investigations could proceed in parallel and why Nvidia’s independent board investigation may represent only one piece of a broader government inquiry. She joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)

Ex-NVIDIA CEO Jensen Huang is set to testify before Congress this month

House Foreign Affairs Chair Brian Mast said a hearing with Jensen Huang will take place before Thanksgiving.

The Jensen Huang scandal is hardly over

I was certain, until the story of Jensen Huang's second affair hit, that Huang was bulletproof. After all, why wouldn't he be? He's placed himself indispensably at the center of the AI industry and famously had no succession plan at Nvidia. In fact, he's the only CEO Nvidia has ever had. L'état c'est moi. Then [...]

Nvidia Fallout Puts China-US Trade Truce To The Test

Xi Jinping’s third summit of the year with Donald Trump is going off script before their meetings get underway, as the spy allegations and resignation of Nvidia's Jensen Huang reopen old rifts. Leland Miller, CEO of China Beige Book joins to discuss what Congress needs to do to prevent China from getting US chips. (Source: Bloomberg)

Meet the contenders to succeed Jensen Huang

From chief executives of rival companies to the former CEO’s own children, the race to lead Nvidia has begun

The AI Chip Race with Apple’s Former Chief Chip Architect

Former Apple chip architect Gerard Williams III discusses his time at the company, including the development of Apple’s A7 through M1 processors, and his latest effort to build powerful, energy-efficient CPUs for the AI data center boom with his new company NUVACORE. Have a question for Mark? Email us at [email protected] or join the Power On Discord Subscribe to the Power On Newsletter at https://www.bloomberg.com/poweron (Source: Bloomberg)

What We Know About Nvidia's Interim CEO Colette Kress

Nvidia has named Chief Financial Officer Colette Kress as interim CEO taking over for Jensen Huang. She's been in the position for 13 years and will stay on as CFO as well. Sara Araghi, Franklin Templeton portfolio manager, says she is a great choice. Araghi speaks on "Bloomberg Tech." (Source: Bloomberg)

Jensen Huang on AI Optimism and Nvidia’s Next CEO

Jensen Huang is out at Nvidia following reports of marital infidelity, particularly his affair with a woman reportedly suspected by the US of spying for China. A new report alleged he had an affair with an executive who reported to him. But in an interview with Bloomberg’s Emily Chang a month ago, Huang discussed CEO accountability in leading the AI revolution and why future leaders at Nvidia must earn their place. (Source: Bloomberg)

Jensen Huang is out. What did China want from him?

Today, we’re talking about the Jensen Huang scandal at Nvidia, which is developing so quickly that we had to do an emergency update of this intro minutes before publishing this episode. Huang just resigned from his position as CEO of Nvidia as news of his affairs, including with an alleged Chinese spy, threatened to engulf [...]

Must be a 'Tech Mind' in Nvidia CEO Position, Says Ted Mortonson

Nvidia Corp.'s board is counting on Colette Kress, the company's chief financial officer, to steady the ship while it hunts for a permanent replacement for founder and chief executive officer Jensen Huang. Ted Mortonson, Managing Director of Technology at Baird, discusses the ousting of former Nvidia CEO Jensen Huang and who the company might pick to replace him long-term. (Source: Bloomberg)

Trump Backs Lutnick Despite Uproar Over Nvidia Chip Controls

President Donald Trump gave a vote of confidence to Commerce Secretary Howard Lutnick, despite reports about his department’s lax efforts to prevent China from obtaining Nvidia Corp.’s advanced artificial intelligence chips. Bloomberg Opinion Columnist and Yale School of Management Lecturer, Gautam Mukunda, discusses the Nvidia scandal and its affect on the US government as the Trump Administration comes under scrutiny for ties to the now-ousted CEO. (Source: Bloomberg)

President Trump says Apple’s Tim Cook is the only man to replace Jensen Huang as Nvidia CEO

President Trump says Tim Cook should replace Jensen Huang as CEO of Nvidia.

Read the Memos From Nvidia Leaders After Jensen Huang Ouster

Nvidia Corp. just cut ties with Chief Executive Officer Jensen Huang, the man who built the company into a dominant chipmaker, over a scandal involving extramarital affairs and reports that he was targeted by a Chinese spying plot.

Trump floats Apple chairman Tim Cook as Jensen Huang's successor

In a post on Truth Social, President Trump says only one man can take Jensen Huang's place as head of Nvidia: Tim Cook.

Interim Nvidia CEO Colette Kress Has Tried to Tame Nvidia’s Riskiest Bets

Nvidia’s appointment Thursday of its longtime chief financial officer Colette Kress as interim CEO will force the finance veteran to guide the business through a fraught storm of uncertainty created by the sudden resignation of former CEO Jensen Huang. Kress, 59, joined Nvidia in 2013, when the business was a humble supplier of chips for gamers. And while she has played an important role in guiding the company’s ascendance to an all-important place in the AI economy, she wasn’t someone who set the agenda on the company’s major decisions, according to people familiar with Kress. Huang had run Nvidia with total control—and never established a clear succession plan. One person familiar with Kress said Huang tended to “steamroll” her whenever the two disagreed.

With Jensen Huang Gone, Who Will BeNvidia's Next CEO? (Video)

With Jensen Huang Gone, Who Will BeNvidia's Next CEO?

Who will replace Nvidia’s larger-than-life CEO Jensen Huang? Amy Thomson explains who’s in the frame — and why it’s a daunting challenge for the chipmaker. (Source: Bloomberg)

With Jensen Huang Gone, Who Will Be Nvidia's Next CEO?

Who will replace Nvidia’s larger-than-life CEO Jensen Huang? Amy Thomson explains who’s in the frame — and why it’s a daunting challenge for the chipmaker. (Source: Bloomberg)

The Semiconductor Singularity

Accelerating IC innovation with AI. The post The Semiconductor Singularity appeared first on Semiconductor Engineering.

Read Nvidia’s internal emails about the ‘extraordinarily difficult period’ ahead

Jensen Huang resigned as CEO of Nvidia this morning, a company he co-founded in 1993. The decision came following the company's board opening an investigation into multiple extramarital affairs Huang had with a direct report and an alleged Chinese spy. The new, and first, Chair of the Board, Harvey Jones, shared news of Huang's resignation [...]

Elon Musk says it ‘would be an honor’ to hire ousted Nvidia CEO Jensen Huang

A random X poster urged Elon Musk to hire Jensen Huang just hours before the former Nvidia chief resigned from his position.

Jensen Huang is out at Nvidia — who is Colette Kress, his interim replacement?

Nvidia CFO Colette Kress is taking over for as an interim replacement for longtime CEO Jensen Huang, who is embroiled in scandal.

What we know as Nvidia CEO Jensen Huang resigns over affair allegations

The billionaire tech executive has left the company following reports of a second extramarital affair.

Jensen Huang Is Out; Are Inference Providers Screwed?

What a week. Jensen Huang, the CEO and cofounder of the world’s second-most-valuable company, resigned, Nvidia said Thursday morning, after reports of extramarital affairs both with a woman alleged to have spied for Beijing as well as a woman who reported to him at Nvidia. Nvidia chief financial officer Colette Kress will become interim CEO, the company said, while it searches for a permanent successor.Much remains uncertain, including implications for Nvidia’s business of selling advanced AI chips and for Nvidia’s aggressive investments in AI model developers and infrastructure startups that are holding up the AI economy. I’m sure we’ll be getting into all of it in the upcoming days.Meanwhile…It’s not only a tough week to be Huang, but it’s also a tough week to be an inference provider, a well-funded category of startups that help developers use open-source models at high speeds across Nvidia servers.Most recently, Fireworks, one of the most heavily-funded startups in this category, suffered a security breach that exposed customer data to hackers and has also prompted some large customers to consider ditching the service. (In a note to customers, Notion, one of Fireworks’ customers, suggested that, although the inference provider promised it was using zero data retention, meaning that it wouldn’t store any data from Notion after processing a request, Notion later learned that data was actually being retained.)

Nvidia Turns to CFO Kress to Steady Ship After Jensen Huang Exit

While Nvidia Corp.’s board hunts for someone to permanently replace founder and chief executive officer Jensen Huang, it’s counting on Colette Kress — the company’s chief financial officer of 13 years and a longtime technology executive — to steady the ship.

Nvidia Turns to CFO Kress to Steady Ship After Huang Exits

While Nvidia Corp.’s board hunts for someone to permanently replace founder and chief executive officer Jensen Huang, it’s counting on Colette Kress — the company’s chief financial officer of 13 years and a longtime technology executive — to steady the ship.

Who is Nvidia's interim CEO Colette Kress and who could take over after Jensen Huang resigned?

Chief financial officer Colette Kress in in charge of Nvidia for now, but several others are in the frame as potential successors.

Who is Nvidia's interim CEO Colette Kress - and who could take over permanently?

Chief financial officer Colette Kress in in charge of Nvidia for now, but several others are in the frame as potential successors.

Nvidia CEO Jensen Huang has resigned. What happens next?

After the leather-jacketed CEO, president, and co-founder of Nvidia, Jensen Huang, acknowledged an affair with Megaspeed exec Alice Huang, his company initially announced an investigation. However, The New York Times reported on Wednesday that there was evidence of another affair, this time with an Nvidia executive who reported directly to him. A board meeting that [...]

Alice Huang’s Companies Invested in DeepSeek, Promising Nvidia Chips

The network of companies tied to Alice Huang, the alleged Chinese spy in a romantic relationship with Nvidia’s former CEO Jensen Huang, recently invested in Chinese AI star DeepSeek, according to three people with direct knowledge of the matter. The investments were meant to forge closer ties with DeepSeek so Alice Huang’s companies could supply a steady stream of Nvidia’s advanced Blackwell chips, which are banned from sale to China, according to one of the three people. The investments, which haven’t previously been reported, illustrate the hidden yet important role Alice Huang and her companies have played in China’s AI industry.

Alice Huang Barred from Re-Entering Singapore After Lying to Authorities

Alice Huang, the alleged Chinese spy at the heart of an Nvidia scandal, has been barred from Singapore after local authorities determined she had provided inaccurate information during an investigation they conducted into data center company Megaspeed. Huang was probed for her suspected ...

Electric fields can change how semiconductors dissipate heat

As electronic devices become smaller and more powerful, keeping them from overheating is an increasingly difficult engineering challenge. Now, Cornell researchers have developed a computational method, backed by the first experimental measurements of their kind, showing how an electric field can change the way a semiconductor conducts heat.

Who could replace Jensen Huang as Nvidia's permanent chief executive?

Chief financial officer Colette Kress will replace him temporarily, but several others are in the frame as potential successors.

Singapore barred Alice Huang for giving police ‘inaccurate information’

Chinese woman accused of affair with Nvidia’s former chief executive and spying for China was investigated by city-state over chip shipments by her company

What Huang's Departure Means for the Future of Nvidia

Nvidia CEO Jensen Huang was ousted from his post after reports of two affairs, including with one woman who is suspected of spying for China. Ed Ludlow and Mandeep Singh discuss what this means for the future of the company on "Bloomberg Open Interest." (Source: Bloomberg)

Jensen Huang Resigns as Nvidia CEO

Nvidia's Jensen Huang resigned as CEO under pressure from the chipmaker's board after reports of two affairs came to light, including one with a woman who is alleged to be a Chinese spy. The board thanked Huang for his contributions and named Chief Financial Officer Colette Kress as interim CEO, as well as appointing Harvey Jones as chair of the board. Bloomberg's Mandeep Singh breaks down the implications for the chip giant and the AI industry at large. (Source: Bloomberg)

Jensen Huang resigns as Nvidia chief executive

Company accepted resignation yesterday, it reveals in filing

Nvidia's Jensen Huang resigns, chipmaker names CFO Colette Kress as interim CEO

Nvidia gets a new chief executive, days after former CEO Jensen Huang admitted to a romantic affair with an alleged Chinese spy.

Jensen Huang Ousted as Nvidia CEO

Nvidia Chief Executive Officer Jensen Huang was ousted from his post after reports of two affairs, including with one woman who is suspected of spying for China. Chief Financial Officer Colette Kress was named interim CEO. Ed Ludlow reports on Bloomberg Television. (Source: Bloomberg)

Nvidia CEO Jensen Huang has resigned

The FBI is investigating as Nvidia’s board holds urgent talks over Huang’s future.

Jensen Huang is out as NVIDIA CEO

He has held the position since the company's founding.

The first batch of Android XR smartglasses made me rethink my stance on specs without displays

Google's first run of intelligent eyewear has a lot to offer.

Nvidia CEO Jensen Huang resigns as CEO in the wake of multiple affairs, Chinese spy allegations

NVIDIA (NASDAQ: NVDA) Board of Directors announced today that Jensen Huang has resigned as President, Chief Executive Officer, and a member of the Board, effective immediately.

Nvidia CEO Jensen Huang resigns in the wake of multiple affairs, Chinese spy allegations

NVIDIA (NASDAQ: NVDA) Board of Directors announced today that Jensen Huang has resigned as President, Chief Executive Officer, and a member of the Board, effective immediately.

Nvidia CEO Jensen Huang Resigns, Creating Uncertainty for the AI Sector

Nvidia CEO and co-founder, Jensen Huang, resigned on Thursday in a stunning turn of events that upends the world’s second-most-valuable company and rattles one of the foundations of the AI economy. Finance chief Colette Kress will become interim CEO, Nvidia said in a statement. The move came three days after the board announced an independent investigation into reports that Huang was the target of a “foreign intelligence effort.” U.S. intelligence agencies reportedly concluded earlier this year that Huang had developed a close relationship with a woman they believed was spying for Beijing. Huang on Sunday also apologized to Nvidia employees for having an extramarital affair.

Nvidia CEO Jensen Huang resigns amid spy, affair scandals

Nvidia's board has ousted Jensen Huang, its longtime co-founder, president, and CEO, after reports of two extramarital affairs - one with an alleged Chinese spy and one with an Nvidia executive who reported to Huang. A press release published Thursday morning announced Huang's resignation, effective immediately, as current CFO Colette Kress has been appointed interim [...]

Singapore Says Warns Alice Huang, Lacks Evidence of Offenses

Singapore said it found insufficient evidence to prosecute Alice Huang, the alleged spy at the center of a scandal that threatens to take down Nvidia Corp. Chief Executive Officer Jensen Huang.

Singapore Warns Alice Huang, Says She Wasn’t Probed for Spying

Singapore said it found insufficient evidence to prosecute Alice Huang, the alleged spy at the center of a scandal that led to Nvidia Corp. Chief Executive Officer Jensen Huang being ousted.

Singapore Bars Alice Huang From Entry After False-Document Probe

Singapore said it found insufficient evidence to prosecute Alice Huang, the alleged spy at the center of a scandal that led to Nvidia Corp. Chief Executive Officer Jensen Huang being ousted.

Nvidia’s Huang Says ‘Not My Job to Agree or Disagree’ With Trump

Nvidia CEO Jensen Huang discussed his relationship with US President Donald Trump and the meaning of the term “Super Intelligence.” He spoke with Bloomberg’s Emily Chang on Oct. 14, just weeks before he revealed an extramarital affair with a woman the US reportedly suspects to be a Chinese spy. (Source: Bloomberg)

Noctua brings space-grade carbon nanotube thermal pad to AMD AM5 and AM4 processors — promises years of maintenance-free performance for $24.95

Noctua says the NT-CP1 uses carbon nanotubes originally developed for aerospace applications, with the material gradually adapting to microscopic surface imperfections to improve heat transfer over repeated heating and cooling cycles.

Nvidia Default Risk Nears Record High as Board Weighs CEO’s Fate

The cost of protecting Nvidia Corp.’s debt against default rose Thursday as the chip company’s board met to decide the fate of Chief Executive Officer Jensen Huang.

Nvidia Considers Jensen Huang's Future After Affair

Nvidia Corp. is searching for a replacement for larger-than-life Chief Executive Officer Jensen Huang, a daunting challenge at the world’s most valuable chipmaker. Neil Campling, Bloomberg News Senior Market Strategist joins to discuss. (Source: Bloomberg)

Nvidia Drama Triggers Difficult Search for Huang’s Successor

Nvidia Corp. is searching for a replacement for larger-than-life Chief Executive Officer Jensen Huang, a daunting challenge at the world’s most valuable chipmaker. Neil Campling, Bloomberg News Senior Market Strategist joins to discuss. (Source: Bloomberg)

Trump Asked to Preserve Nvidia Documents by Senators

The Trump administration was asked on Thursday by Senators Elizabeth Warren of Massachusetts and Chris Coons of Delaware to preserve all records regarding the export of Nvidia Corp.’s advanced semiconductors to China or to “entities that may divert such chips.” The request comes as Nvidia’s board is meeting to discuss the fate of Chief Executive Officer Jensen Huang following reports he had multiple extramarital affairs. Tyler Kendall reports on Bloomberg Television. (Source: Bloomberg)

Barclays' Lafargue: Semiconductor Outlook Holds Despite Nvidia Risks

Barlcays Private Bank's Chief Market Strategist Julien Lafargue joins Bloomberg's Anna Edwards and Tom Mackenzie on The Opening Trade as Nvidia's leadership uncertainty roils markets. (Source: Bloomberg)

China warns US not to use Nvidia scandal as pretext for tech curbs

Beijing accuses US of fabricating ‘espionage narratives’ as chip company’s board considers future of chief executive Jensen Huang

Who could replace Jensen Huang as Nvidia's chief executive?

As uncertainty swirls over the boss of the AI chip giant, some names have emerged as potential successors.

Nvidia's Board Weighs Huang's Future After Affairs (Video)

Nvidia's Board Weighs Huang's Future After Affairs

Nvidia's board is working with an outside firm to identify potential replacements for Chief Executive Officer Jensen Huang following reports of multiple extramarital affairs, according to a person familiar with the matter. Bloomberg Opinion's Parmy Olson breaks down the situation. Her views are her own. (Source: Bloomberg)

Alice Huang Resurfaces in Beijing Amid Nvidia Scandal

Alice Huang, the woman at the center of the scandal engulfing Nvidia CEO Jensen Huang, has returned to China and is in Beijing, according to Bloomberg’s exclusive reporting. The chipmaker is investigating spying allegations denied by Beijing. (Source: Bloomberg)

Who could potentially replace Jensen Huang if Nvidia ousts him?

Chip giant Nvidia's board was reportedly meeting Wednesday to discuss the future of co-founder and CEO Jensen Huang after he dated an accused Chinese spy, according to U.S. media.

Nvidia Board Weighs Huang’s Future as Congress Prepares Subpoena

Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg. (Source: Bloomberg)

IP Integration Challenges Evolve

Integration challenges are growing more complex, but the problem is well understood and solutions are emerging. The post IP Integration Challenges Evolve appeared first on Semiconductor Engineering.

Introduction To FP8 Formats: Part 1

The rationale behind 8-bit floating-point data formats, their ecosystem momentum, and hardware support. The post Introduction To FP8 Formats: Part 1 appeared first on Semiconductor Engineering.

Who could run Nvidia after Jensen Huang?

Chip giant co-founder’s future as chief executive is uncertain following report of a second affair

The Nvidia Board Members Who Will Decide Jensen Huang’s Fate

Nvidia Corp.’s board of directors is meeting to discuss the fate of Chief Executive Officer Jensen Huang following reports he had multiple extramarital affairs, including one with a woman suspected of spying for China.

Elon Musk Says It Would Be an Honor to Hire Nvidia’s Huang

Elon Musk said it would be an honor to hire Nvidia Corp. Chief Executive Officer Jensen Huang, who is at risk of being ousted following reports of multiple extramarital affairs, including with a woman reportedly suspected of spying for China.

What we know as pressure builds on embattled Nvidia CEO Jensen Huang

The billionaire tech executive's future is in question after reports of a second extramarital affair.

Who could replace Jensen Huang? A highly unscientific list of possible successors

Nvidia has no succession plan and a CEO in hot water, so we’ve drafted a shortlist.

Commerce Department Finalizing Long-Awaited AI Remote Access Rule

The Commerce Department is finalizing a long-awaited rule that will prevent Chinese AI firms from remotely accessing advanced AI chips through data centers in other countries, according to two people familiar with the process. The move could help the department push back on criticism that it has acted too slowly to create policies to limit China’s access to advanced AI technologies—rules that have been opposed by influential companies such as Nvidia. The rule, which could be announced as soon as this month, will expand existing semiconductor-related controls from the department’s Bureau of Industry and Security and extend them to seven additional countries, including Malaysia, Singapore and Thailand, in an effort to prevent remote access and chip smuggling into China, the people said. Commerce is currently consulting with other government agencies on the rule before it can be finalized, they added.

Alleged Chinese Spy at Heart of Nvidia Scandal Is in Beijing

The suspected Chinese spy at the center of a scandal that threatens to take down Nvidia Corp. Chief Executive Officer Jensen Huang has returned to her home country, people familiar with the matter said.

Nvidia board to decide Jensen Huang’s fate

Revelation of affair with subordinate piles pressure on CEO days after news of relationship with alleged Chinese spy

Nvidia Working With Outside Firm to Identify CEO Candidates

Nvidia Corp.’s board has been working with an outside firm to identify potential replacements for Chief Executive Officer Jensen Huang following reports of multiple extramarital affairs, including one with a woman who is reportedly suspected of spying for China, a person familiar with the situation said.

Jensen Huang accused of having another affair — with an Nvidia exec

Jensen Huang, who has come under fire for admitting to an affair with a woman accused of being a Chinese intelligence agent, has been accused of having a separate affair with an Nvidia subordinate.

CEO Jensen Huang's job is suddenly on the line at Nvidia

The FBI is investigating as Nvidia’s board holds urgent talks over Huang’s future.

Nvidia Board Reportedly Preparing To Oust Nvidia CEO Following Alleged Affairs

Nvidia’s board is preparing to oust Nvidia CEO Jensen Huang, several news outlets reported, citing Trump administration officials. The board has been investigating Huang’s romantic relationship with a woman whose Chinese firm obtained banned Nvidia chips, and which the U.S. suspected was ...

Nvidia is reportedly preparing to fire Jensen Huang

Nvidia's board is preparing to dismiss CEO Jensen Huang following a report from The New York Times about a second alleged extramarital affair, just days after he admitted to a separate affair with a woman alleged to be a Chinese spy, The Wall Street Journal reports. The second alleged affair was with an executive who [...]

Jensen Huang now accused of affair with Nvidia executive who reported to him, alleged cover-up attempt

Nvidia CEO Jensen Huang reportedly had an extramarital affair with a direct report, following a separate affair with a woman suspected of being a Chinese spy.

AMD’s Venice-X maxes out family at 5.3 GHz, returning 3D V-Cache to data center after four years

AMD's Venice-X CPUs launch in the second half of 2027, bringing 3D V-Cache back to the data center after four years on the sidelines.

Organic semiconductor sheet enables light-driven water splitting without external voltage

EPFL researchers have shown that a single organic semiconductor layer can drive either hydrogen or oxygen evolution, depending only on the molecular layer beneath it. Using this effect, they built the first organic semiconductor-based photocatalyst sheet that splits water using simulated sunlight with no applied bias.

With $720M round, Britain's Fractile gets a leg up in the race for AI chips

Fractile has now become one of the top-funded players in the race for purpose-built AI chips.

Congress to call Jensen Huang in to answer for alleged Chinese spy affair

Nvidia CEO Jensen Huang has until the end of the day Wednesday to answer a call from House Republicans for a closed-door briefing on his affair with alleged Chinese spy.

AI Inference Startups Are Quietly Buying Their Own Chips

The fast-growing crop of startups that lease computing capacity from cloud firms and then resell it, without spending a nickel on their own AI chips, are at a crossroads. Finding it harder to line up enough computing capacity to serve their customers, some are starting to buy their own chips, which is likely to drastically change the economics of their business. The difficulty in getting enough compute also has pushed some of these startups to look for computational resources from dozens of smaller neoclouds, which tend to have more available capacity than larger hyperscalers such as Microsoft Azure, Amazon Web Services and Google Cloud Platform. News this week of a hack of Fireworks, one of the best known of these startups, highlights the risk of that approach.

Is Jensen Huang’s bad behavior more commonplace than it seems?

“There are a lot of senior people in the industry that know this is happening, and are effectively condoning it,” an investment intel consultant said.

SpaceX develops its own ‘Kessel’ rack-scale system featuring 72 Nvidia Rubin GPUs for data centers in space, report claims

SpaceX is reportedly developing a 'Kessel' rack-scale system design with 72 Nvidia Rubin GPUs that relies on a massive 84-layer PCB midplane.

Nvidia hires major US law firm to investigate alleged Chinese spy affair

The appointment was made after it emerged Jensen Huang had an affair with a woman believed to be a spy for China.

Nvidia Board Hires Wachtell for Independent Investigation of CEO Relationship

The Nvidia board on Tuesday announced that it had hired the law firm Wachtell, Lipton, Rosen & Katz to conduct its independent investigation into the conduct of CEO Jensen Huang. The board first announced on Sunday that it would be initiating an investigation after reporting that Huang had ...

Faisal Islam: What the boss of US tech giant Nvidia told me about China and national security

Huang, who is now being investigated over an affair with an alleged Chinese spy, is far more important to the future of the world order than other tech bosses.

Trump says FBI investigating Nvidia boss's affair with alleged Chinese spy

The US president said he spoke with Jensen Huang on Monday and asked him about the affair with the alleged spy.

NVIDIA Announces New Planned Investments in Korean Startups at the MSIT-NVIDIA AI Startup Partnership Forum

Korea’s Ministry of Science and ICT and NVIDIA hosted the MSIT-NVIDIA AI Startup Partnership Forum at COEX. Representatives from the Ministry of Science and ICT and NVIDIA met with over 20 Korean startups across foundation models, physical AI, AI infrastructure and AI semiconductors. NVIDIA also announced an investment in Korean startup Point2, with additional investments [...]

From Chips to Skills, NVIDIA and Korea Expand Sovereign AI Collaboration

NVIDIA and Korea’s Ministry of Science and ICT (MSIT) are expanding their collaboration across the country’s sovereign AI ecosystem, from AI semiconductors and data center infrastructure to talent, startups, models, agents and security. The collaboration lays the groundwork for Korean NPU and XPU companies to explore participation in the NVIDIA NVLink Fusion ecosystem, and includes [...]

NVIDIA Dynamo Recipes Bring Korea’s Leading Open Models to Production

NVIDIA is releasing Dynamo-optimized deployment recipes for Korea’s leading open models: A.X K2 from SK Telecom, K-EXAONE 2.0 from LG AI Research, Solar Open 2 from Upstage and Motif-3 from Motif Technologies. As models grow beyond the capacity of a single GPU, they must be split across multiple GPUs, requiring careful coordination of request routing [...]