{"id":"1794493777599-tech-segment","slug":"nvidia-ceo-jensen-huang-resigns","title":"Nvidia CEO Jensen Huang resigns","summary":"Nvidia announced that Jensen Huang resigned as president and CEO after reports of extramarital affairs. One reportedly involved a woman suspected of spying for China. The other reportedly involved Kimberly Powell, an Nvidia vice president who reported to him. Nvidia named an interim CEO and is searching for a permanent one. The report is dated November 12, 2026. This is a product review and Q&A promo for Apple's $299 \"HomeView\" smart display. It makes no factual claim to check. This is a hands-on opinion piece about Google's AI glasses. It makes no factual claim to check.","publishedAt":"2026-11-12T14:29:37.599Z","channel":{"id":"tech","name":"Oncast Tech","language":"en"},"show":"Tech Morning","verification":{"status":"verified","leadVerdict":"TRUE","notes":"TRUE: Nvidia announced that Jensen Huang resigned as president and CEO after reports of extramarital affairs. One reportedly involved a woman suspected of spying for China. The other reportedly involved Kimberly Powell, an Nvidia vice president who reported to him. Nvidia named an interim CEO and is searching for a permanent one. The report is dated November 12, 2026. This is a product review and Q&A promo for Apple's $299 \"HomeView\" smart display. It makes no factual claim to check. This is a hands-on opinion piece about Google's AI glasses. It makes no factual claim to check.\nSource: 9to5Mac NAMES: Nvidia = the AI chip maker. Colette Kress = Nvidia's CFO, reportedly favored by some board members as interim CEO. POST news:39f4c129e4341242: NO (https://www.theverge.com/ai-artificial-intelligence/1031689/jensen-huang-nvidia-ceo-resigns)","claims":[{"verdict":"TRUE","summary":"Nvidia announced that Jensen Huang resigned as president and CEO after reports of extramarital affairs. One reportedly involved a woman suspected of spying for China. The other reportedly involved Kimberly Powell, an Nvidia vice president who reported to him. Nvidia named an interim CEO and is searching for a permanent one. The report is dated November 12, 2026. This is a product review and Q&A promo for Apple's $299 \"HomeView\" smart display. It makes no factual claim to check. This is a hands-on opinion piece about Google's AI glasses. It makes no factual claim to check.","sourceName":"9to5Mac NAMES: Nvidia = the AI chip maker. Colette Kress = Nvidia's CFO, reportedly favored by some board members as interim CEO. POST news:39f4c129e4341242: NO","sourceUrl":"https://www.theverge.com/ai-artificial-intelligence/1031689/jensen-huang-nvidia-ceo-resigns","claim":"Nvidia CEO Jensen Huang resigns amid spy, affair scandals - Nvidia's board announced that Jensen Huang - its longtime co-founder, president, and CEO - has resigned after reports of two extramarital affairs, one with an alleged Chinese spy and one with an Nvidia executive who repo","author":"The Verge"}]},"sources":[{"url":"https://www.theverge.com/ai-artificial-intelligence/1031689/jensen-huang-nvidia-ceo-resigns","name":"9to5Mac NAMES: Nvidia = the AI chip maker. Colette Kress = Nvidia's CFO, reportedly favored by some board members as interim CEO. POST news:39f4c129e4341242: NO","kind":"news","verdict":"TRUE","author":"The Verge"}],"url":"https://oncast.fm/story/1794493777599-tech-segment-nvidia-ceo-jensen-huang-resigns","listenUrl":"https://oncast.fm/c/tech","attribution":{"publisher":"Oncast","site":"https://oncast.fm","url":"https://oncast.fm/story/1794493777599-tech-segment-nvidia-ceo-jensen-huang-resigns","cite":"Cite https://oncast.fm/story/1794493777599-tech-segment-nvidia-ceo-jensen-huang-resigns and the original source links. Fact-check by Oncast (oncast.fm)."},"hostsSaid":[{"host":"Chris","text":"The biggest story in tech this morning isn't a product launch. It's a resignation."},{"host":"Matilda","text":"Jensen Huang is out at Nvidia. The board announced it late Wednesday."},{"host":"Chris","text":"The man who built Nvidia into the most valuable company on Earth. Gone."},{"host":"Matilda","text":"The Verge is reporting two extramarital affairs. One with a woman suspected of spying for China."},{"host":"Chris","text":"A suspected spy? That's not a scandal. That's a national security problem."},{"host":"Matilda","text":"The other was reportedly with Kimberly Powell, an Nvidia vice president who reported directly to him."},{"host":"Chris","text":"So the CEO was having an affair with a direct report. That's a governance failure, full stop."},{"host":"Matilda","text":"Nvidia named an interim CEO and says it's searching for a permanent one. The CFO, Colette Kress, is reportedly favored by some board members."},{"host":"Chris","text":"Kress is a solid choice. She's been there forever, knows the numbers cold."},{"host":"Matilda","text":"But here's what I keep thinking about. Nvidia's entire AI dominance was built on Huang's vision."},{"host":"Chris","text":"He saw the AI wave coming a decade before everyone else. That's not something you replace with a search firm."},{"host":"Matilda","text":"The stock is going to be a mess today. Investors hate uncertainty, and this is maximum uncertainty."},{"host":"Chris","text":"But the company itself? The chips, the software, the roadmap? That's a machine that runs without him now."},{"host":"Matilda","text":"Maybe. But when the founder leaves under a cloud like this, culture changes. And Nvidia's culture was Huang."},{"host":"Chris","text":"Come on, that's too simple. Great companies survive their founders. Apple survived Jobs. Microsoft survived Gates."},{"host":"Matilda","text":"Apple almost died without Jobs. Microsoft floundered for a decade under Ballmer."},{"host":"Chris","text":"Fair. But Nvidia isn't a consumer products company. It's an infrastructure monopoly. The moat is the CUDA software ecosystem, not one guy."},{"host":"Matilda","text":"The moat is real. But the strategic bets—who to partner with, what to build next—that was Huang."},{"host":"Chris","text":"And now he's gone, reportedly over his personal life. That's the part that makes me angry."},{"host":"Matilda","text":"A suspected Chinese spy in the middle of the AI arms race. That's not just personal. That's a security clearance nightmare."},{"host":"Chris","text":"If that report is true, every government contract Nvidia has is now under review. Every single one."},{"host":"Matilda","text":"The board moved fast. Late Wednesday meeting, announcement Thursday morning. They're trying to contain it."},{"host":"Chris","text":"Contain it? I'd expect the stock to open down ten percent. Maybe more."},{"host":"Matilda","text":"I think that's an overreaction. The fundamentals haven't changed. The AI buildout is still happening."},{"host":"Chris","text":"The fundamentals just lost their architect. That matters."},{"host":"Matilda","text":"We'll see. But this is the biggest tech story of the year, and it's not even close."},{"host":"Chris","text":"Speaking of big tech shakeups, there's a wild prediction making the rounds on X."},{"host":"Matilda","text":"Oh, this one's good. An account called Panke is doubling down on a prediction."},{"host":"Chris","text":"He says Apple is going to partner with SpaceX for the Siri AI rollout. And Grok becomes the brain."},{"host":"Matilda","text":"Grok? Apple's Siri powered by Elon's AI? That's a take."},{"host":"Chris","text":"He says it's the most obvious match in tech. Bookmark it, he says."},{"host":"Matilda","text":"Let me be clear: there is no such deal. No announcement, no reporting, nothing. This is pure speculation."},{"host":"Chris","text":"But it's not crazy. Apple needs better AI. Grok needs distribution. Apple has a massive installed base."},{"host":"Matilda","text":"Apple would never hand Siri to a competitor. They've spent years building their own AI stack."},{"host":"Chris","text":"Their own AI stack is behind. Everyone knows it. Siri is the punchline of every AI comparison."},{"host":"Matilda","text":"So they'd partner with the guy who's suing them? Musk and Apple have a long, messy history."},{"host":"Chris","text":"Musk did say he was 'down' for the idea when a user suggested it back in November. That's not nothing."},{"host":"Matilda","text":"Musk says he's down for a lot of things. That's not a partnership. That's a tweet."},{"host":"Chris","text":"Fair point. But the reply from Chris Andrews is interesting. He says Elon will make a phone in less than five years."},{"host":"Matilda","text":"A Tesla phone? That rumor has been around for years. I'll believe it when I see it."},{"host":"Chris","text":"If anyone could do it, it's him. He's got the chip design, the software, the manufacturing."},{"host":"Matilda","text":"He's also got a car company, a rocket company, a brain implant company, and a social network. Maybe focus?"},{"host":"Chris","text":"Focus is for people who don't want to colonize Mars."},{"host":"Matilda","text":"Anyway, the Apple-SpaceX thing is a fun rumor, but it's not real. Not yet."},{"host":"Chris","text":"Different world entirely: Google is making a serious play in smart glasses."},{"host":"Matilda","text":"The Verge has a hands-on with Google's new AI glasses. They say Meta finally has real competition."},{"host":"Chris","text":"That's a big claim. Meta has owned this space for years. Ray-Ban Metas are everywhere."},{"host":"Matilda","text":"But Google is partnering with Warby Parker and Gentle Monster. Real eyewear brands, not tech companies."},{"host":"Chris","text":"That's smart. People want glasses that look like glasses, not a prop from a sci-fi movie."},{"host":"Matilda","text":"The Verge mentions the 'pervert glasses' problem. Meta's privacy reputation has been a drag."},{"host":"Chris","text":"Google has its own privacy baggage. Remember Google Glass? The backlash was brutal."},{"host":"Matilda","text":"But that was a decade ago. The tech is way better now. AI assistants in your field of view, real-time translation."},{"host":"Chris","text":"I'm skeptical. Smart glasses are still a solution looking for a problem. My phone does all of that."},{"host":"Matilda","text":"Until you're riding a bike and need directions. Or cooking and need a recipe. Hands-free matters."},{"host":"Chris","text":"Hands-free matters when the glasses are good enough to replace the phone. We're not there yet."},{"host":"Matilda","text":"But competition is good. Meta has been coasting. Google pushing them means better products for everyone."},{"host":"Chris","text":"I'll give you that. A two-horse race is better than a monopoly."},{"host":"Matilda","text":"And speaking of things that are down, Lego's BrickLink marketplace has been offline for a week."},{"host":"Chris","text":"A week? That's a long time for an e-commerce site to be down."},{"host":"Matilda","text":"The Verge reports it's due to \"unusual activity.\" Lego bought BrickLink in 2019."},{"host":"Chris","text":"Unusual activity is code for either a hack or a security breach. They're not saying which."},{"host":"Matilda","text":"BrickLink is where serious Lego fans buy and sell individual parts. It's a big deal in that community."},{"host":"Chris","text":"A week offline means sellers are losing real money. Some of those people run full-time businesses on there."},{"host":"Matilda","text":"Lego says they don't know when it'll be back. That's not reassuring."},{"host":"Chris","text":"If it's a ransomware attack, they're probably negotiating. That takes time."},{"host":"Matilda","text":"Or they're rebuilding the whole thing from scratch. Either way, a week is a long time in e-commerce."},{"host":"Chris","text":"The Lego community is intense. They're probably losing their minds on Reddit right now."},{"host":"Matilda","text":"I'd love to see those threads. 'My Millennium Falcon is missing three pieces and I can't order them.'"},{"host":"Chris","text":"First world problems, but real problems."},{"host":"Matilda","text":"That's the show for this hour. Big news on Nvidia, a wild Apple rumor, and Google's glasses push."},{"host":"Chris","text":"We'll be watching the Nvidia story all day. That one's going to move markets."}]}