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WORLD · TECHNOLOGY · NOV 12, 9:22 AM ET

Jensen Huang affair in DC: Resignation calls and moves to tighten Nvidia China exports

Reported by 32 outlets in the past day, including BBC, The New York Times, CNBC.

1What happened

Huang was notably opposed to strict export controls on AI chips to China, which ruffled feathers with congressional China hawks. CNBC ↗

2Compared to what

America’s great building booms, compared

Canals1836–410.66%Railroads1870–902.24%Electrification1905–250.5%Highways1956–731.13%Telecom and fiber1996–20031.1%AI2025–323.63%*183618501900195020002032

At an estimated 3.6% of the economy a year, the AI build-out is larger than the railroad boom and more than three times the highway program. AI spending is an estimate. Source: Stijn Van Nieuwerburgh, as reported by The Wall Street Journal, Sept. 23, 2026

3What’s next

As soon as Wednesday evening, Nvidia's board could decide to remove its founder and CEO of 33 years. TechCrunch ↗

4Also reported

The BBC's China correspondent Laura Bicker explains the timeline of events and what's next for Nvidia as its board considers whether to oust the CEO. BBC ↗

Sources

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