Company file
NVIDIA designs GPUs and software used to train and serve large models.
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Jensen Huang’s resignation closed the personal part of the Nvidia story. A Vergecast episode lays out the bigger open questions about Nvidia’s China business, what the U.S. government knew, and how stable an industry built on one chipmaker really is.
Israel has more riding on Nvidia's leadership than almost anywhere outside the US, and its investors are making a sober bet that the opening for rival chipmakers is real but narrow.
The Verge is having fun with the tabloid side, and so is everyone, but the jokes land on a serious point: the real story is chips, China and what the White House was told.
With the CEO gone, the Nvidia story is turning into a question about the government itself: who approved the China chip sales, who knew what, and what was paid along the way.
The industry's instinct to protect its founder-heroes is still on display after Nvidia's resignation, and we think that reflex is part of how this scandal got so big.
Nvidia's leadership crisis won't hand rivals its customers overnight, but it gives every company already building its own chips a reason to move faster.
A third reported affair, this time with another Nvidia employee, turns a national security scandal into a governance question about who was protected inside the company.
If Nvidia told a congressman chip tracking was doable while its trade group called it potentially infeasible, the debate over the Chip Security Act just changed.
WIRED's podcast frames the Nvidia scandal as the loss of the one loud Silicon Valley voice for engaging China, and that policy vacuum may outlast the market damage.
The open-model movement in America leaned heavily on one executive's clout; with him gone, we're about to learn whether Nvidia's openness was strategy or personality.
Nvidia's trillion-dollar slide is the price of building the AI economy's most important company around one person, and the bill is landing on everyone downstream.
The affairs made the headlines, but the real exposure for Nvidia is chip diversion to China, and the resignation looks more like the start of accountability than the end.
Open-source AI just lost its most powerful corporate champion, and Hugging Face's defiant message reads like reassurance that the $12.9 billion deal will not change its mission.
Nvidia lost a CEO, but the AI industry lost its loudest organizer for open weights, self-policed agent safety, and creative data center financing, and nobody is lined up to replace him.
If Beijing wanted chips, it reportedly already had a route; the more unsettling theory is that it wanted visibility into, and maybe a voice in, how Washington writes export policy.
A presidential post nominating Apple's chairman to run Nvidia is not a hiring process, but it tells us how political the Nvidia succession has already become.
Nvidia's two internal emails are short, careful and almost entirely about continuity, and what they leave out tells us as much about the company's next month as what they say.
Nvidia's interim CEO is a low-profile finance veteran who knows the business cold, and that is exactly the kind of steady hand a shaken company and nervous market want right now.
Laid end to end, the timeline shows warnings about Nvidia's chip customers building for more than a year, and the slow pace of action is as much the story as the affairs.
This week's cloud gaming update is a routine slate on the surface, but the steady march of neural rendering into more games shows where AI quietly earns its keep in consumer tech.
Nvidia’s board accepted Jensen Huang’s resignation after two reported relationships surfaced in a week. Colette Kress is interim CEO, and former Synopsys chief Harvey C. Jones becomes the company’s first-ever chair.
A tongue-in-cheek successor list ends up asking the serious question: should Nvidia's next leader be a builder, an operator, or an adult in the room?
Wednesday's selloff was the market putting a price on something Nvidia never had to price before: what the company is worth without the founder who runs nearly everything.
The spy story raised questions about geopolitics. The second allegation raised a simpler one every company understands: what happens when the boss dates someone who reports to him.
House Republicans are moving from a polite request to a subpoena threat, and Nvidia's silence is turning a personal scandal into a test of how Congress treats its most important chipmaker.
Nvidia and Google are pushing an AI bill of materials into GPU clusters, a dull-sounding fix for a real problem: nobody can secure models they can't see running.
The honeytrap playbook is so old the Army jokes about it on Valentine's Day. That's what makes the Nvidia case so damning: the most-targeted executive in tech apparently missed the oldest warning.
Governance scholars say Nvidia's investigation will be exactly as thorough as its directors want it to be. That puts a board known for deferring to its CEO on the hook.
The Verge's experts measure the Huang scandal in the AI race's scarcest currency, time, and land on an irony: the episode may end up handing Washington the chip-control law Nvidia fought.
Laid end to end, the Huang timeline reads less like a sudden scandal and more like a slow compliance failure, with warnings landing at Nvidia's customer gate for two years.