A Scorecard for Huangs Exit From Nvidia

ImageAndrew here.The Nvidia soap opera continues.

The Wall Street Journal reports that Jensen Huang belittled Colette Kress, then the chipmaker’s C.F.O.and now his interim replacement as C.E.O.

(One question: what Kress’s ascension means for Huang’s children and son-in-law, all of whom are executives at Nvidia — and some of whom have clashed with her, according to The Information.)All this paints an increasingly complicated picture for Nvidia and for Huang, who has been called to testify before Congress.More below.

Winners and losersThe central figure of the artificial intelligence boom, Jensen Huang, is out as Nvidia’s C.E.O.Executives, investors and policymakers are trying to sort through the wreckage.Nvidia is being led on an interim basis by its C.F.O., Colette Kress, who must steer the company through increasingly fraught times for the A.I.

industry.(More on that below.)Huang’s resignation is continuing to reverberate throughout Silicon Valley and Washington.The latest:Shares in Nvidia are up in premarket trading after falling as much as 14 percent on Thursday.Beyond Alice Huang, the chip executive whom U.S.

intelligence concluded was a Chinese spy, and Kimberly Powell, a direct subordinate, Huang had an affair with another Nvidia employee, Reuters reports, citing unnamed sources.The famously energetic Huang appeared defeated by on Thursday as the toll of the scandal grew, Bloomberg reports, citing unnamed sources.Details are still emerging about Alice Huang, whose cloud-computing company Megaspeed, based in Singapore, has been accused of smuggling Nvidia chips into China.Researchers and government officials are dissecting her involvement in a tangled web of companies that may have included Huawei, the Chinese chip giant blacklisted by the U.S., and DeepSeek, the Chinese A.I.

powerhouse.That said, some U.S.intelligence officials have suggested they haven’t yet concluded that Alice Huang was a spy.Who introduced Alice Huang to the Nvidia fou...