Nvidia: AI chips, the Huang case and what comes next

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Nvidia designs the graphics processors and AI chips that most of today’s AI models are trained and run on, from data center platforms such as Vera Rubin to RTX graphics cards and the small RTX Spark computer. Since late October the company has also been at the center of the affair around its co-founder Jensen Huang, which ended with his resignation as CEO on 12 November 2026. This page collects everything I have written about Nvidia, starting with the Huang case: what is confirmed, what is only reported, and what comes next.

Status as of 12 November 2026. I update this page when new facts are confirmed.

The Huang affair in brief

• 6 October: Nvidia closes at a record $239.24.
• 29 October: The New York Times reports that US intelligence considers Alice Huang, an executive at the Singapore company Megaspeed and no relation to Jensen Huang, a source for Chinese intelligence, and that she had a close relationship with Nvidia’s CEO. China denies it.
• 8 November: Huang admits in a memo to staff that he had been unfaithful to his wife. The board opens an independent investigation and says it has “no reason to believe” that national security or Nvidia secrets were compromised.
• 10 November: the stock closes at $168.89, its lowest close since 30 March.
• 11 November: The Wall Street Journal reports that the board is preparing to remove Huang; according to Reuters the board meets that evening without announcing a decision.
• 12 November: in a Form 8-K filed with the SEC, Nvidia says the board has accepted Huang’s resignation as President, CEO and director. CFO Colette Kress becomes interim CEO and Harvey C. Jones the first Chair of the Board in the company’s history.

Nobody has been charged. The assessment about Alice Huang comes from US officials as described by The New York Times; it is not a court finding.

Articles on the Huang case

01Jensen Huang resigns as Nvidia CEO; Colette Kress named interim chiefNvidia confirmed in an SEC filing that Jensen Huang is leaving as CEO and director. Who runs the company, what the stock did, and what comes next: earnings on 17 Nov, Congress.Read →02Who is Colette Kress, Nvidia’s interim CEO? Career, style and what lies aheadNvidia's CFO since 2013 is now running the company. Her career from Texas Instruments to Cisco, what colleagues say about her and what she faces on 17 November.Read →03Who comes after Huang? Nvidia depends on one man, and that is a bigger problem than the affairOn Sunday Nvidia's board backed its CEO; by Wednesday, the WSJ says, it was preparing to remove him. Why a trillion-dollar company has no plan for a day without Huang.Read →04Nvidia stock at its lowest since March: what is confirmed in the Huang probeNvidia shares hit their lowest close since March. I separate what Nvidia and Huang confirmed from media reports, and check where the 31% figure comes from.Read →05Nvidia down 31%: how much is the Huang affair and how much is the market?I compared Nvidia with the chip index session by session. Most of the drop from the record came before Huang wrote to staff; the affair shows in the last two sessions.Read →

What comes next

• 17 November: Nvidia reports results for the third quarter of fiscal 2027. The company confirmed the date is unchanged; these are the first results under the interim CEO.
• Before 26 November: Huang’s testimony in Congress, as announced by Representative Brian Mast, chair of the House Foreign Affairs Committee. No exact date yet.
• No date: the search for a permanent CEO and the outcome of the board’s independent investigation.

More about Nvidia: chips, hardware and deals

01NVIDIA RTX Spark Launches With Events in Six CitiesNVIDIA launches RTX Spark on October 16, 2026, with events in six cities and the ASUS ProArt P14 as its first device.Read →02NVIDIA AI Agents Deployed Across European CitiesEuropean cities and ports deploy sovereign NVIDIA AI agents to manage public infrastructure, cut operational costs, and process local data securely.Read →03UK and NVIDIA: Real Deployments Replace AI AmbitionNVIDIA backs the UK with $250M in compute. From Revolut to NHS triage, sovereign AI projects move from pilots to large-scale production.Read →04France Builds Sovereign AI: Satellites, Roads, and ServersFrom an AI satellite to road network digital twins and server factories, France unveils production-grade sovereign AI deployments with NVIDIA.Read →05NVIDIA Cosmos 3 Edge: World Model for Robotics on Edge DevicesNVIDIA released Cosmos 3 Edge on Hugging Face, enabling physical AI world models to run directly on edge devices without relying on constant cloud connectivity.Read →06NVIDIA Opens Vera Rubin Architecture to Scale Gigawatt AI FactoriesNVIDIA has released key Vera Rubin rack designs to the Open Compute Project, standardizing 5,000A busbars and liquid cooling for gigawatt AI factories.Read →07Nvidia in Talks to Acquire $25B Startup Reflection AINvidia is reportedly in talks to acquire or expand its stake in Reflection AI, a $25 billion open-weights startup founded by ex-DeepMind researchers.Read →08Nvidia RTX Spark and MXC: Jensen Huang & Microsoft Reinvent the PCNvidia and Microsoft unveil RTX Spark and MXC, bringing local AI agents to Windows with up to 128 GB unified memory and 1 petaflop of FP4 compute.Read →09NVIDIA DGX Spark Now Available with 64 GB MemoryNVIDIA's new 64 GB DGX Spark configuration brings personal AI supercomputing to more developers with support for models up to 100B parameters.Read →

FAQ

Who runs Nvidia now?

Colette Kress, the CFO since 2013, is interim CEO, and Harvey C. Jones chairs the board. Nvidia has not named a permanent CEO.

Has Jensen Huang been charged with anything?

No. As of 12 November none of the sources I checked report charges against Jensen Huang or Alice Huang.

Why did Huang resign?

The 8-K filing gives no reason. The articles above describe the events of the previous two weeks and separate what Nvidia confirmed from what the media reported.

This is not investment advice. I report data and sources; decisions about the stock are up to the reader.

Kinetyra