WSJ: Jensen Huang called CFO a 'deer in the headlights' over AI funding plan woes

GaryMarcus · x · 2026-11-13

The Wall Street Journal reports that in a tense late-summer meeting, Jensen Huang called CFO Colette Kress a "deer in the headlights" and a "reporting CFO" — someone who reports numbers rather than helping shape strategy or make decisions.

The friction stems from Nvidia's plan to fund the AI boom with its own balance sheet (large investments and guarantees for customers) running into problems. Gary Marcus shared the report, commenting that "some things are definitely going to change at Nvidia" and that Huang "is going to look worse and worse over time."

Related event: WSJ Reports Jensen Huang Called CFO a 'Deer in the Headlights'(2 posts)→

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