Jensen Huang out at NVIDIA after 33 years; first-ever Chair appointed same day

srimisra · x · 2026-11-13

A viral commentary says Jensen Huang is leaving NVIDIA after 33 years as President, CEO and board member, with Harvey Jones appointed the company's first-ever Chair the same day — the author argues creating a Chair role only on the day Jensen leaves shows where the center of gravity actually sat.

The author compares it to Steve Jobs being ousted from Apple in 1985, arguing NVIDIA is no normal succession: Jensen played two roles at once — the operator who built a real technical moat, and the salesman every hyperscaler took meetings with, turning a GPU company into the financing narrative of the entire AI capex cycle. You can replace the org chart, but replacing the second role is a far more brutal game. The author speculates national security pressure may have forced the board's hand, wouldn't be shocked if Elon asks Jensen to run Terrafab, and invokes Jobs' bigger second act at Apple to predict a wild future.

Related event: Reports Say Jensen Huang to Step Down as NVIDIA CEO After 33 Years(3 posts)→

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