What’s Next for Nvidia and Huang? Gene Munster and Dan Ives Weigh In

0 November 13, 2026 11:30

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. Huang’s exit on Thursday smooths the way for lawmakers and the US Commerce Department to choke off China’s access to computing power through smuggling and other workarounds. Those measures, if enacted, risk provoking Beijing to retaliate and shattering a fragile truce reached by Donald Trump and Xi Jinping over their cordial summits. For more, Bloomberg’s Nathan Hager speaks with Gene Munster, Deepwater Asset Management managing partner and Dan Ives, Yorkville Ives founder and managing partner
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