Sharp Text: Jensen Huang Was Always Going to Lose — Inside Nvidia's Power Struggle
sergeykarayev · x · 2026-11-15
Sergey Karayev shares a long-form essay from Sharp Text (a Stratechery Plus site) arguing that Jensen Huang's fall was inevitable.
- Author Andrew Sharp calls the week's events "tragic and depressing": he views Huang as one of America's greatest CEOs, key to the AI ecosystem's growth, and among the sanest contemporary tech leaders.
- The piece describes Huang's "seemingly coordinated" reputational destruction, humiliation of his family, and his loss of control over the company he founded 33 years ago, leaving Nvidia in post-founder uncertainty.
- Sharp is skeptical of the prevailing narrative that this was a Chinese Ministry of State Security operation, pushing back on the assumption that Alice Huang was a spy.
A sympathetic, contrarian deep-dive into Nvidia's upheaval and its ominous implications for the tech industry.
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