Who benefits from Jensen's fall? Open-source community suspects monopoly push
mervenoyann · x · 2026-11-15
Merve Noyan of Hugging Face argues multiple parties benefit from Jensen Huang's exit: not accusing Dario directly, but "a group of monopolists." Nvidia recently committed harder to training SOTA models and open-sourcing them (e.g., the poolside acquisition); removing Jensen doesn't kneecap Nvidia — it dents market cap short-term but shifts the empire's strategy. She notes Jensen spearheaded the fight against regulatory capture this summer, and that under Democratic leadership several data center plans were already cancelled and compute pacing already under discussion regardless of Jensen's situation.
Related event: Open-source community suspects consortium moved against Jensen Huang(2 posts)→
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