Jensen Huang Is Out at Nvidia. What Changes Now?

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Jensen Huang Is Out at Nvidia. What Changes Now?

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Summary

Jensen Huang has resigned as Nvidia's CEO, effective immediately, a day after the board met to decide his future. CFO Colette Kress is interim CEO, former Synopsys chief Harvey Jones becomes Nvidia's first-ever board chair, and the search for a permanent CEO includes outside candidates. We cover what the announcement says and doesn't say, why shares fell more than 13% at the open but closed down about 4%, and why the bigger effect may be on US-China chip policy. Then: Google releases Gemini 4 Hydrogen, a fast agent model at $1.50/$7.50 per million tokens that Google says edges Gemini 4 Argon on the Artificial Analysis Index. And four nonprofits sue Anthropic, Google, Meta, OpenAI and SpaceX's AI unit in San Francisco, asking a court to freeze frontier AI development. Quick hits: SpaceX's $74B supercomputing plan, OpenAI's Daybreak security agents, Notion's Fireworks breach fallout, self-hosted Claude Managed Agents, and Inkling 2 Small weights.

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