Nvidia
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181 items from 12 sources · Cooked for 4m 33s
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.
Jensen Huang resigns as Nvidia CEO on Nov 12, and CFO Colette Kress becomes interim CEO
The NVIDIA Newsroom 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 says involved a woman U.S. intelligence identified as a Chinese spy, though a Mizkif TikTok notes the Megaspeed-linked allegations are unconfirmed and China denies them. Polymarket's 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.”
Huang's Nov 8 letter to staff admits an affair, and the internet answers with CUDA puns
The letter drove one of the month's biggest Hacker News threads, and r/JEVs turned an old Huang post into a roast. By Nov 13, @7newsaustralia was reporting an alleged third affair with another employee.
“Just because you cuda doesn't mean you shoulda”
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 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 asks "now what?" as Nvidia slips negative for the year. Polymarket's year-end market cap 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, 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 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 had it live the same day, per Digg. Product kept shipping through the scandal: @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.”
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, describes a rush for less powerful, export-compliant chips. Separately, a Nov 9 Nvidia press release announces a collaboration with Rebellions and SK Telecom to build Korean-designed AI processors on NVLink Fusion and MGX, which Yonhap reports as a trilateral MOU.
RTX 5090 street prices top $9,000, per a Nov 4 Around Prague report
On Hacker News, TrackerFF priced a top gaming PC at $12.5k, and bovermyer 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.”
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 role aims to "grow our strategic relationship with Anduril", and a Manager, Government Accounting and Compliance 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 describes a group that will "build, assemble, and deploy AI factories worldwide." The Validation posting 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.
The slide began before the resignation, with the worst day on Nov 5, so the leadership shock hit an already nervous AI trade.
China cuts both ways for Nvidia: reported $35B-plus export-compliant orders sit beside spy allegations that cost it its CEO.
AI demand is squeezing consumers too, with RTX 5090s above $9,000 and gamers fearing they can't replace aging cards.
Sources
12 sourcesItems reviewed for this report
- Web
- 27
- Digg
- 23 · 225 posts · 179 authors
- TikTok
- 22 · 17.9K comments · 1.6M likes · 17.2M views
- X
- 21 · 122K likes · 21.7K reposts · 11.7K replies
- 19 · 2K comments · 99.2K likes · 3.9M views
- 14
- Hacker News
- 13 · 1.5K comments · 1.3K points
- Polymarket
- 13 · Ian Buck be the next CEO of NVIDIA 28% · Jensen Huang's resignation or removal be announced and Nvidia's market cap above $4T at the end of 2026 57% · Nvidia’s market capitalization less than $4.00T at the end of 2026 41%
- Threads
- 13 · 108K likes
- YouTube
- 8 · 4.3M views
- 7 · 13.9K upvotes · 2.4K comments
- GitHub
- 1
- 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%
Top voices Digg, Hacker News, nvidia, @nvidia, www.nvidia.com
Oct 14 to Nov 13, 2026 · Engine v3.38.1
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