 |
| click the image to enlarge and read |
The link = https://www.aljazeera.com/news/2026/11/12/ai-titan-jensen-huang-out-as-nvidia-ceo
The story, the little head got the big head ousted. It can be dressed up and analyzed, but that's the essence.
Jensen has a future. He can quietly wait a bit, and then move to Intel's GPU development group. Or In the interim he can short Nvidia, wait, and then sell his shares when the market recovers. AMD likely would also add him onto the payroll, if he is willing. CUDA is a market share advantage, but Nvidia as a leading software and hardware company is not beyond challenge. Jensen also likely is well off enough that buying a yacht and retiring as Bezos has might also appeal. China likely would be open to Jensen locating there. Taiwan. Singapore.
If the market does not recover, we all will see hard times. Crabgrass believes the AI bubble has more life still in it than some analysts may believe. We'll see.
But Anthropic or OpenAI having immediate IPOs, or waiting in hope of better future pricing, that is now the story to track. Do they show risk aversion toward the AI bubble breaking and move fast, or do they wait for a recovery after leadership indiscretion having struck Nvidia becomes old news, adapted to with the firm moving on?