Nvidia’s Huang Ousted by Board

0 November 12, 2026 19:42

Jensen Huang, the preeminent face of the AI infrastructure boom, was ousted from his post after reports of two affairs, including one with a woman suspected of spying for China. Bloomberg’s team of AI, Tech, and Geoeconomics experts break down the market moving announcement. Host of ‘The Curcuit’, Emily Chang, recounts her conversation with Huang from just one month ago where he spoke about the “high standard” of responsibility for a CEO. Bloomberg Tech Host Ed Ludlow explains how Huang’s ousting will impact the company and the potential forthcoming investigations. Plus, Bloomberg Economics Geoeconomics Technology Analyst Michael Deng breaks down how this might impact both sides of the US-China AI race.

Chapters:
00:00:00 Bloomberg Businessweek Daily
00:02:46 Markets React to Huang’s Exit
00:05:29 Emily Chang on Jensen Huang
00:07:19 Nvidia’s Future Without Huang
00:09:22 Nvidia’s Succession Problem
00:11:34 Nvidia, AI Regulation & Accountability
00:13:16 Huang’s China & Chip Strategy
00:17:21 What’s Next for Jensen Huang
00:19:02 Markets: Nvidia Falls
00:20:54 Nvidia Cuts Ties With Huang
00:22:36 Could Jensen Huang Return?
00:25:11 Nvidia’s Board & Leadership
00:27:21 Investors Debate Huang’s Ouster
00:29:37 Nvidia & Justice Department Investigations
00:32:35 Nvidia Falls as Scandal Expands
00:34:52 U.S.-China AI Race After Huang
00:38:06 Trump, China & the APEC Summit
00:39:52 Commerce & White House Accountability
00:42:32 Markets & Nvidia’s Leadership Crisis
00:44:30 Stock Movers: Nvidia, Super Micro & CoreWeave
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