Gary Marcus: WSJ reports Nvidia may fire Jensen Huang, warning the circular financing stack could collapse
Gary Marcus · rss · 2026-11-12
Gary Marcus cites a (unconfirmed) Wall Street Journal report that Nvidia may fire Jensen Huang. His argument: recent lapses in judgment plus legal liability, reputational damage and investigations may leave the board no choice; the stock is already down after hours. The bigger risk, he says, is that Huang is the ringmaster of AI's circular financing — his exit could collapse the whole stack. Key open question: whether an acting-CEO Nvidia would still honor the billions promised to Anthropic in the IPO. Unverified at this time.
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