Nvidia Prepares to Oust Jensen Huang: What a Second Affair Means for the AI Economy

Nvidia's board is reportedly preparing to oust Jensen Huang after The New York Times reported a second affair, this time with an Nvidia executive who reported to him, on top of his alleged relationship with a suspected Chinese spy. Ejaaz walks through the evidence, from the halted Commerce probe to the $7.5 billion in chips that reached China through a network of fronts, asks who could replace him, and why the real story is what an Nvidia without Jensen means for the entire AI economy.

We also cover Anthropic's IPO roadshow and what may become the largest raise ever, CoreWeave's earnings and the case for older GPUs, what AI data centers are paying their local communities, Google's Gemini Carbon and two new TPUs, and Meta's cheapest model yet.

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Timestamps
00:00 Jensen Huang's Worst Week
00:43 The Damning Evidence
02:12 From Denny's to the Top
03:06 The Second Affair
04:23 Who Replaces Jensen?
05:35 $7.5 Billion in Chips
06:21 Did He Know?
07:33 The Dwarkesh Debate
08:27 The AI Economy Runs on Jensen
09:33 What Happens Next
10:08 The Labs Look Elsewhere
11:18 Anthropic's IPO Roadshow
14:30 A Record $100 Billion Raise
15:28 Anthropic's Bold Claims
17:39 CoreWeave Proves the Bears Wrong
19:52 Data Centers Pay Their Way
21:35 Gemini Carbon and Two New TPUs
23:10 Meta's Cheapest Model
24:15 Final Thoughts

#nvidia #jensenhuang #anthropic #ai #coreweave

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