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# Nvidia

Jensen Huang stepped down as Nvidia CEO on Nov 12 after a board inquiry into personal conduct and espionage allegations that remain unconfirmed, with CFO Colette Kress named interim CEO ahead of Nov 17 earnings. The stock has fallen about 28% since mid-October, raising questions about how the company performs without its founder.

**Nvidia is the Santa Clara company that designs GPUs and the AI computing infrastructure behind the AI boom.** - Jensen Huang, Chris Malachowsky and Curtis Priem founded it in 1993, per a Nov 12 explainer reel from [baekooof](https://www.instagram.com/reel/Dfo-95etjD_/).

**Jensen Huang resigns as Nvidia CEO on Nov 12, and CFO Colette Kress becomes interim CEO.** - The [NVIDIA Newsroom](https://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition) release also names Harvey C. Jones the board's first-ever chair. The exit follows a board inquiry into affairs that [The New York Times](https://www.nytimes.com/live/2026/11/12/business/nvidia-jensen-huang-resigns) says involved a woman U.S. intelligence identified as a Chinese spy, though a [Mizkif TikTok](https://www.tiktok.com/@realmizkif/video/7707126174085958925) notes the Megaspeed-linked allegations are unconfirmed and China denies them. Polymarket's [Next CEO of NVIDIA](https://polymarket.com/event/next-ceo-of-nvidia) market is already sorting through successors.

> "Never in my life did I think I'd see Jensen out of Nvidia, this timeline is absolutely wild." 🔴 @chonkychungus on YouTube · 2,000 likes

> 📊 Polymarket · Next CEO of NVIDIA: Ian Buck at 28% (down 4 pts today) · Colette Kress at 14% (down 9.2 pts today) · Rene Haas at 13% (up 3.4 pts today)

**Huang's Nov 8 letter to staff admits an affair, and the internet answers with CUDA puns.** - The [letter](https://nvidianews.nvidia.com/news/a-message-to-our-company) drove one of the month's biggest Hacker News threads, and [r/JEVs](https://www.reddit.com/r/JEVs/comments/1xrpkfk/nvidia_ceos_leaked_ai_chip_secrets_revealed_in/) turned an old Huang post into a roast. By Nov 13, [@7newsaustralia](https://www.tiktok.com/@7newsaustralia/video/7707455669129153812) was reporting an alleged third affair with another employee.

> "Just because you cuda doesn't mean you shoulda" 🟠 u/Optimal-Fix1216 on r/JEVs · 53 upvotes

**NVDA closes Nov 13 at $159.44, down 28% from $221.30 on Oct 14.** - The S&P 500 fell just 2.6% over the same stretch, and Nvidia's worst day came on Nov 5 at -9.3%, a week before the resignation. [CNBC](https://www.cnbc.com/2026/11/13/nvidia-stock-jensen-affair-ai.html) has the stock headed for a sixth straight weekly loss, its longest streak since 2012, with roughly $1.6 trillion in value gone, while [r/AIBubble](https://www.reddit.com/r/AIBubble/comments/1xsowwt/nvidia_is_now_down_9_ytd_now_what/) asks "now what?" as Nvidia slips negative for the year. Polymarket's [year-end market cap](https://polymarket.com/event/nvidias-market-cap-end-of-2026) market has swung hard toward the low end.

> 📊 Polymarket · Nvidia’s Market Cap end of 2026: <$4.00T at 41% (up 35.1 pts this month) · $4.00-$4.50T at 27% (up 23 pts this month) · $4.50-$5.00T at 18% (up 7 pts this month)

**Nvidia reports earnings on Tue Nov 17, five days after Huang's exit.** - Per [@stockswithaaron](https://x.com/stockswithaaron/status/2120272263324836070), the guide is $108B give or take 2% with gross margin about 74% and no China in it, against a Street view of roughly $108.8-109.2B and options implying about a 10.4% move either way. [@7investing](https://x.com/7investing/status/2120528222970421580) frames the print as an inference fight, citing data center sales of $89.0B, up 117%.

**Nemotron 3.5 Super VL lands Oct 15 as Nvidia's open model for long-running agents.** - Nvidia lists 120 billion total parameters with 12 billion active, and [Together AI](https://x.com/togethercompute/status/2110747917229211691) had it live the same day, per [Digg](https://digg.com/tech/hdnub6ca). Product kept shipping through the scandal: [@nvidia](https://x.com/nvidia) launched Alpamayo 2 Edge for in-vehicle reasoning on Nov 10 and put Nemotron models into ElevenLabs' ElevenAgents on Nov 11.

> "NVIDIA Alpamayo 2 Edge is here, bringing adaptive AI reasoning in real-time to the vehicle. 🚘 From yielding to pedestrians to making room for an oncoming bus, watch how it plans driving paths and explains its decisions when needed." 🔵 @nvidia on X · 710 likes

**ByteDance, Alibaba and Tencent reportedly order 3 million-plus RTX PRO 5500 GPUs worth $35 billion-plus.** - The Oct 20 report, via Techmeme citing Reuters on [Digg](https://digg.com/tech/nvguxppe), describes a rush for less powerful, export-compliant chips. Separately, a Nov 9 [Nvidia press release](https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Rebellions-and-SK-Telecom-Announce-Collaboration-to-Advance-Sovereign-AI-Infrastructure-With-NVIDIA-NVLink-Fusion/default.aspx) announces a collaboration with Rebellions and SK Telecom to build Korean-designed AI processors on NVLink Fusion and MGX, which [Yonhap](https://en.yna.co.kr/view/AEN20261109005452320) reports as a trilateral MOU.

**RTX 5090 street prices top $9,000, per a Nov 4 [Around Prague](https://aroundprague.cz/en/news/us/rtx-5090-street-prices-top-9-000-as-nvidia-gpu-costs-climb) report.** - On Hacker News, [TrackerFF](https://news.ycombinator.com/item?id=50364159) priced a top gaming PC at $12.5k, and [bovermyer](https://news.ycombinator.com/item?id=50364303) worries a six-year-old GPU won't be affordable to replace.

> "We configured 6 machines each having 2x5090 for local Qwen3.8 in the past months. Prices are very high." 🟡 TechTechTech on Hacker News

**Jobs Page Secret Signals** - Nvidia's own job board lists 2,000+ open roles.

Four postings point at U.S. government and defense business. A [Federal Account Manager, Disruptor Tech](https://nvidia.wd5.myworkdayjobs.com/NVIDIAExternalCareerSite/job/US-CA-Remote/Federal-Account-Manager--Disruptor-Tech_JR2028409) role aims to "grow our strategic relationship with Anduril", and a [Manager, Government Accounting and Compliance](https://nvidia.wd5.myworkdayjobs.com/NVIDIAExternalCareerSite/job/US-VA-Herndon/Manager--Government-Accounting-and-Compliance_JR2013550) would support "US government (USG) operations." Public sector sales and AI infrastructure roles sit alongside them. That suggests the federal push is still moving even as the spy allegations put Nvidia in front of a congressional briefing.

Four Senior Solutions Architect roles posted Oct 30 belong to a "First Time Deployment" team. The [HW/MEP posting](https://nvidia.wd5.myworkdayjobs.com/NVIDIAExternalCareerSite/job/US-CA-Santa-Clara/Senior-Solutions-Architect--First-Time-Deployment-HW-MEP---NVIS_JR2021243) describes a group that will "build, assemble, and deploy AI factories worldwide." The [Validation posting](https://nvidia.wd5.myworkdayjobs.com/NVIDIAExternalCareerSite/job/US-CA-Santa-Clara/Senior-Solutions-Architect--First-Time-Deployment-Validation---NVIS_JR2021226) covers work "from first rack power-on through customer handoff." That points to Nvidia taking on more of the physical build-out itself, not just selling the chips that go into it.

These are open postings, not hires or announcements.

## Top takeaways

- Huang's Nov 12 exit puts Colette Kress in charge right before Nov 17 earnings, the first real test of a founderless Nvidia, per [NVIDIA Newsroom](https://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition) and [@stockswithaaron](https://x.com/stockswithaaron/status/2120272263324836070).
- The slide began before the resignation, with the worst day on Nov 5, so the leadership shock hit an already nervous AI trade, per [CNBC](https://www.cnbc.com/2026/11/13/nvidia-stock-jensen-affair-ai.html) and [r/AIBubble](https://www.reddit.com/r/AIBubble/comments/1xsowwt/nvidia_is_now_down_9_ytd_now_what/).
- China cuts both ways for Nvidia: reported $35B-plus export-compliant orders sit beside spy allegations that cost it its CEO, per [Digg](https://digg.com/tech/nvguxppe) and [The New York Times](https://www.nytimes.com/live/2026/11/12/business/nvidia-jensen-huang-resigns).
- AI demand is squeezing consumers too, with RTX 5090s above $9,000 and gamers fearing they can't replace aging cards, per [Around Prague](https://aroundprague.cz/en/news/us/rtx-5090-street-prices-top-9-000-as-nvidia-gpu-costs-climb) and [Hacker News](https://news.ycombinator.com/item?id=50364303).

## Sources

- Jobs: 2,000+ open roles
- Yahoo Finance: NVDA -28.0% in the L30 · $221.30 → $159.44 · S&P 500 -2.6% · worst day Nov 5 -9.3%

## Media

- [Nvidia CEO Jensen Huang resigns, Nvidia stock plunges](https://www.youtube.com/watch?v=gCwpCPZeIGQ)

- [The Jensen Huang Nvidia Meltdown is Worse Than You Think](https://www.youtube.com/watch?v=vDxM1ElUFGQ)

- [BREAKING: Jensen Huang PUSHED OUT of Nvidia and the Story Doesn't Add Up](https://www.youtube.com/watch?v=SuuqM3SKUEM)

- [NVIDIA CEO had romantic relationship with Chinese spy: Reports | Morning in America](https://www.youtube.com/watch?v=7N0FYy3Cr7I)

- [Trump reacts after Nvidia CEO Jensen Huang resigns](https://www.youtube.com/watch?v=iERjPcvM50E)

- [Nvidia CEO Jensen Huang faces mounting pressure over alleged Chinese spy ties](https://www.youtube.com/watch?v=xyG0sXeYlOs)

- [NVIDIA/cuda-samples (9.8K stars) - 142 open issues](https://github.com/NVIDIA/cuda-samples)

- ['What a mess': Tech expert on Nvidia CEO's spy scandal](https://www.youtube.com/watch?v=7KIddSUUWOo)

- [Lawyer builds private AI server with eight used Nvidia V100 GPUs](https://www.tomshardware.com/tech-industry/artificial-intelligence/lawyer-builds-private-ai-server-with-eight-used-nvidia-v100-gpus-up-to-215-tokens-per-second-to-keep-legal-files-offline-costing-about-usd2-400-per-four-gpu-board)

- [Nvidia Tightens Tracking of AI GPUs in Southeast Asia](https://www.tomshardware.com/tech-industry/big-tech/nvidia-tightens-tracking-of-ai-gpus-in-southeast-asia-as-chinese-chip-smuggling-draws-scrutiny-report-claims-cloud-providers-must-join-monitoring-program-to-qualify-for-official-partner-status)

- [Nvidia stock drops for 6th week, shedding $1.6 trillion in market cap](https://www.cnbc.com/2026/11/13/nvidia-stock-jensen-affair-ai.html)

- [Stock market today: Live updates](https://www.cnbc.com/2026/11/12/stock-market-today-live-updates.html)

- [Stock Market Today: Dow Wavers On Trump Comments; Nvidia Plunges As Jensen Huang Resigns | Investor's Business Daily](https://www.investors.com/market-trend/stock-market-today/stock-market-today-nvidia-stock-nvda-jensen-huang/)

- [Stock market news: Nvidia shares plunge, oil prices swing](https://www.bnnbloomberg.ca/markets/2026/11/12/nvidia-shares-plunge-13-at-open-after-ceo-jensen-huang-resigns)

- [Nvidia discusses $2k-per-GPU annual fee for software](https://www.tomshardware.com/pc-components/gpus/nvidia-discusses-usd2-000-per-gpu-annual-software-fee-for-running-agents-on-ai-infrastructure-firm-already-charges-more-than-twice-that-amount-for-its-ai-enterprise-software-platform)