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Is bad news for Jensen Huang also bad news for the AI industry?

Is bad news for Jensen Huang also bad news for the AI industry?

"Jensen is Nvidia, right? And so much of this economy is riding on Nvidia."

We didn’t see this coming. Or at least, I didn’t — a week ago, when I wrote about Nvidia’s board opening an investigation into then-CEO Jensen Huang, I assumed his job was safe.

On the latest episode of TechCrunch’s Equity podcast, Rebecca Bellan, Tim De Chant, and I discussed how Huang’s ouster went down and what it means for the larger AI economy. While Tim said he saw it coming (albeit not this quickly), Rebecca said, “I didn’t think it was going to happen at all.”

“Jensen is Nvidia, right?” she added. “And so much of this economy is riding on Nvidia.”

Similarly, I marveled at how quickly Huang’s support seemed to crumble, with more scandals seeming to emerge every day. (At the same time, there are many who’d still like to see him return.) And we also took a moment to wonder what will happen to Nvidia’s investments in the larger AI ecosystem.

Keep reading for a preview of our conversation, edited for length and clarity; you can listen to the whole episode here.

Tim De Chant: I figured this was coming. I didn’t think it would happen this quickly. I thought there would be at least a few days.

Rebecca Bellan: I didn’t think it was going to happen at all. I mean, Jensen is Nvidia, right?

In brief

We didn’t see this coming. “Jensen is Nvidia, right?” she added. I didn’t think it would happen this quickly. I mean, Jensen is Nvidia, right?

This is the opening of the story, shared with credit to TechCrunch. The rest of the report — with every detail — continues on the publisher’s website.

Continue reading at TechCrunch ↗

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