Nvidia after Jensen Huang: Fortune on the fall of AI's $5.7 trillion man
jeremyakahn · x · 2026-11-15
Fortune publishes a deep-dive on how Jensen Huang built Nvidia into the linchpin of the AI boom, the threats facing the $5.7 trillion company even before he resigned as CEO amid scandal, and what comes next.
Key context:
- Shortly before resigning, Huang was on a European charm offensive (France, Sweden, Germany, UK), telling founders "We're not your largest investor, but we are your best investor."
- Lori Huang, not Jensen, is president of the Huangs' $9 billion foundation and co-trustee of the trusts holding most of their Nvidia stake.
- Super Micro, run by Huang's friend, says Megaspeed was "never" its customer.
The core question: can Nvidia survive without the man who built it?
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