Transformer newsletter: Jensen Huang's statements about his interactions were clearly false
ShakeelHashim · x · 2026-11-10
The latest issue of the Transformer newsletter calls out multiple Nvidia statements as demonstrably false. On Oct 29, spokesman John Rizzo told the NYT that "Jensen's interactions with Ms. Huang are not unusual or unexpected" — a line repeated on Nov 6 — while Huang himself told Bloomberg the same day that everything around Megaspeed was "completely normal."
The newsletter argues that unless Huang has "been secretly sleeping with Dario Amodei, Sam Altman, and all his other customers," those statements were clearly false — something Huang, at least, knew when he made them. It adds that if Rizzo didn't know they were false, Huang appears to have misled his own executives too.
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