The Fall of NVIDIA CEO Jensen Huang

undertaker2k8 said:
I've always felt that Jensen and a few other prominent CEOs have a natural cultural affinity towards China even if they came from Taiwan, Taiwan is considered 'True China' in those circles and you've to remember that the differences are purely political and it's basically the same people
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That's not true at all. As for Jensen, he did it for the money.

On gaming GPUs, another thread was talking about a concern NVIDIA will drop gaming GPUs. They could still create cards on lesser fabs. If there is revenue to be had, that's what they will do. There is a demand for gaming so someone will fill it. How many games are really pushing the limits of gaming GPUs now? I remember being happy playing at 40fps at 1280x1024.
 
Can't wait to see what comes of congressional investigations into how much of Nvidia's revenue was/is generated by illegal chip sales to China (either directly or indirectly through shell companies like MegaSpeed). Has major implications for the stock's value, and its circular financing of much of the AI boom.
 
Stryker7314 said:
Bye bye LJM, karma arrived fast af for abandoning the consumers that made him! Good riddance.
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Yeah, it is difficult to not feel this way, but I am a little bit concerned that he was the reason consumer GPU's were kept around at all anymore, like a pet project for old times sake.

With him gone, consumer GPU's might be completely done for.

At least unless he actually succeeded in popping the AI bubble with his dick, in which case they may actually wind up needing us again.
 
Nytegard said:
Apple really isn't a useful comparison here though.

Jobs left in 1985 with the stock at $15.75 (adjusted price $0.05. It continued to actually go up in price for the next couple of years (September of 1987 it was $56, adjusted price $0.39) before stagnating. And Apple was profitable every single year up until he left. It was primarily some bad choices made with an unprofitable first quarter in 1993 which lead to him being ousted.

As far as Jobs, he would have not been any better, and it took him leaving Apple to get some growth into becoming a better CEO.
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“Before stagnating” being the operative phrase here. Nvidia will continue to blow the doors off the next few quarters while things work their way through Jensen’s legacy there. Chip designs are worked on a few years in advance. Any decline in Nvidia will be gradual. The question isn’t how Nvidia does the next four years. We already know they’re going to rock it. The question is what happens after that.
 
HockeyJon said:
“Before stagnating” being the operative phrase here. Nvidia will continue to blow the doors off the next few quarters while things work their way through Jensen’s legacy there. Chip designs are worked on a few years in advance. Any decline in Nvidia will be gradual. The question isn’t how Nvidia does the next four years. We already know they’re going to rock it. The question is what happens after that.
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My only hesitation is whether potential congressional investigations into Nvidia's revenue shows a substantial chunk of it was/is coming from circumventing export controls to China. That could jeopardize the money Nvidia uses in its circular financing schemes. The current administration needs the AI train to keep chugging along, but Democrats stand to gain from a tanking economy they can blame squarely on Trump facilitating corruption.

Certainly not saying that's going to happen, and I am buying more NVDA, but it's limiting how much of the dip I buy.
 
I'm not concerned about consumer graphics product lines leaving, because they are still needed and there will be demand for them. However, the enthusiast gaming lines could obviously be tapered down more in terms of production numbers and number of product releases. You have to remember we still require desktop computing in both online and offline environments where more than an integrated graphics chip is required. Thus it won't be abandoned completely. And if it is, someone new will step in because there will be market demand. Whether or not it would be as good immediately out of the gate would be a mystery, but realistically they'd lag behind.
 
arestavo said:
I have a baaaaaaad feeling that the gaming division will be sidelined going forward. I really hope not, but I can't help thinking about it since Jensen was the guy from the very beginning of the gaming GPU company called Nvidia - now that AI is all the craze and profit, I keep thinking that the next line of CEOs and their company direction may altogether abandon gaming.
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Going forward? Dude, gaming has been sidelined for a couple of years already.
 
Gigantopithecus said:
My only hesitation is whether potential congressional investigations into Nvidia's revenue shows a substantial chunk of it was/is coming from circumventing export controls to China. That could jeopardize the money Nvidia uses in its circular financing schemes. The current administration needs the AI train to keep chugging along, but Democrats stand to gain from a tanking economy they can blame squarely on Trump facilitating corruption.

Certainly not saying that's going to happen, and I am buying more NVDA, but it's limiting how much of the dip I buy.
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I have no doubt the US government knows, or has a pretty good idea, exactly how much Nvidia is selling to China. Apparently Trump was aware of the spying allegations for like a year and decided not to do anything about it out of fear of escalating the trade war with China, which he, himself, started, of course.

Despite outward appearances, they aren’t stupid. If Steve from Gamers Nexus can discover that Nvidia was “turning a blind eye” on China sales, don’t you think the CIA also figured it out? The congressional investigations are a show trial for your congressman to make you believe he’s being productive and so he can look like a hero and a tough guy for the cameras. It’s theatre. They already know.
 
Zarathustra[H] said:
Yeah, it is difficult to not feel this way, but I am a little bit concerned that he was the reason consumer GPU's were kept around at all anymore, like a pet project for old times sake.

With him gone, consumer GPU's might be completely done for.

At least unless he actually succeeded in popping the AI bubble with his dick, in which case they may actually wind up needing us again.
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Kind of my fear as well. Whoever they put in as CEO, they will be an "AI First" type of CEO. I felt Jensen, while beholding to his stakeholders, would have defended the gaming division even if it didn't make business sense moving forward. Now I fear gaming will go from "marginalized" to "unnecessary" under the new CEO.

Basically, the new CEO will have no emotional attachment to what built Nvidia from the ground up.
 
I see he's been married since 1985. I wonder if there's a prenup...

Jensen's little head might have just equipped his wife with a huge.. instrument.. that can be used on Jensen.

For stretching.
 
HockeyJon said:
I have no doubt the US government knows, or has a pretty good idea, exactly how much Nvidia is selling to China. Apparently Trump was aware of the spying allegations for like a year and decided not to do anything about it out of fear of escalating the trade war with China, which he, himself, started, of course.

Despite outward appearances, they aren’t stupid. If Steve from Gamers Nexus can discover that Nvidia was “turning a blind eye” on China sales, don’t you think the CIA also figured it out? The congressional investigations are a show trial for your congressman to make you believe he’s being productive and so he can look like a hero and a tough guy for the cameras. It’s theatre. They already know.
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The US government is not a monolith. I'm sure 'they' do know, but for the last two years, the only person whose opinion mattered wanted the money to keep flowing. Now, 'they' need to answer to congress too, and it's not necessarily in congress' best interests to keep the money flowing. I'm not delusional, government serves the ruling/capitalist class first, but last week will put a few guardrails back up come 2027.
 
What a lot of people seem to have ignored that just as GPU's were the shit for crypto, eventually a great majority of that market was supplanted by ASIC/FPGA systems. There are a number of parallel and massively parallel processors coming up the pike, and geared exactly for the type of calculation for inference (Cerebras for example, and there are a lot of others coming) that are superior to GPU's in performance per watt.
 
zehoo said:
I doubt he would have resigned if there aren't even worse skeletons in the closet he's being threatened with.
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There's just too much convenient timing with these allegations, which makes me think there's politics behind the scenes that we're not privy too. Someone wanted him gone. The sooner you resign, the better things are for the stock.

Whether or not we as the public will ever find out, that's a question to ask.
 
While there is a 15% revenue sharing deal was on specific and very limited sales in a specific market, it was maybe 1% of Nvidia revenues (China in total was 5-6-7% of Nvidia business and that 15% was not on every product) and very little versus the regular tax Nvidia and its employee-clients-stockholder pay in a year...

In 2026, 21.4 billion in direct corporate income tax alone, the amount in capital gain tax by the shareholders will be astromical.
 
And the hits just keep on comin'!

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Twisted Kidney said:
I see he's been married since 1985. I wonder if there's a prenup...

Jensen's little head might have just equipped his wife with a huge.. instrument.. that can be used on Jensen.

For stretching.
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I'm far from an expert, but don't those usually expire after a few years? Kind of an instrument to weed out high speed gold diggers, but with the assumption that by year 10 they are no longer effective.

That and Nvidia wasn't founded until 1993. Most sub-millionaires don't bother with prenups. In 1985 he was just a year out of college working his entry level job as an electrical engineer designing chips.

So, if she decides to file for divorce, it bet it will turn into another Jeff/ MacKenzie Bezos/Scott type situation.
 
Zarathustra[H] said:
I'm far from an expert, but don't those usually expire after a few years? Kind of an instrument to weed out high speed gold diggers, but with the assumption that by year 10 they are no longer effective.

That and Nvidia wasn't founded until 1993. Most sub-millionaires don't bother with prenups. In 1985 he was just a year out of college working his entry level job as an electrical engineer designing chips.

So, if she decides to file for divorce, it bet it will turn into another Jeff/ MacKenzie Bezos/Scott type situation.
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There was no pre nup. And if they were what was he protecting the 50 bucks in his bank account.

Ya she was there for the entire building of Nvidia, he was not a billionaire prior.

If she leaves she takes half. Maybe half + legal fees if he actually tries to fight for some idiotic reason. There were people on X dreaming he would return come the share holders meeting cause he has more then 3% of the company in stock he can appoint board members. Ya no I can't imagine why she would stay, Jensen doesn't have 3.4% of Nvidia, very shortly he will have 1.7% of Nvidia.
 
Eshelmen said:
Did Jensen turn off the outlook servers before he left? Massive outage. Interesting timing
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Microsoft said that a number of servers became unexpectedly unavailable which strained the remaining infrastructure...it’s not clear what impacted the servers, but they were working to get them back online
 
Stryker7314 said:
Bye bye LJM, karma arrived fast af for abandoning the consumers that made him! Good riddance.
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If you think any successors will be as good for gamers you are mistaken. If anything, nostalgia and as a side hobby would probably help the gaming products keep more afloat than some outsider. Even if someone else within the company I would assume they would try and go further in on AI and data center than Jensen. The big problem with gaming products is there is a lack of RAM, or lack of capacity at TSMC/Samsung, and a new CEO won't change that. I do fear the change in CEO will accelerate the winding down of gaming related developments.

Zarathustra[H] said:
Yeah, it is difficult to not feel this way, but I am a little bit concerned that he was the reason consumer GPU's were kept around at all anymore, like a pet project for old times sake.

With him gone, consumer GPU's might be completely done for.
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Exactly how I feel. I think they will still keep gaming GPUs around but will probably shift less effort into things like G Sync Pulsar, working with game developers to bring new features, and whatever else they may be working on. I can see it scaled back to just delivering moderate improvements without any major new features. Main problem right now is a lack of VRAM and that isn't really something Nvidia can fix. I doubt the CEO can just decide to start putting gamers first and allocate all RAM to gaming GPUs. I don't think such a CEO would last long at all.
 
polonyc2 said:
Microsoft said that a number of servers became unexpectedly unavailable which strained the remaining infrastructure...it’s not clear what impacted the servers, but they were working to get them back online
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Latest, is:
Microsoft said:
"While we haven't identified any recent changes that correlate with the start of impact, our investigation indicates the failed health checks may originate from a specific component on the affected servers that's responsible for processing them. We're deploying a targeted change to bypass this component on a subset of servers to validate whether this restores availability, and we've taken steps to prevent additioanl servers from being removed from service while we work to return the affected servers to service. We're also investigating why affected servers are experiencing elevated processor usage while handling requests."
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I guess someone forgot to turn on Defender for Cloud on those servers?
 
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