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U.S. · TECHNOLOGY · NOV 13, 6:00 AM ET

Jensen Huang’s exit tests Nvidia’s supply chain clout, ability to bankroll AI buildout

Reported by 31 outlets in the past day, including South China Morning Post, France 24, CNBC.

1What happened

For years, Jensen Huang was more than Nvidia’s CEO – he was a key figure driving the artificial intelligence boom, parlaying close ties with Asian chip foundries and aggressive financial backing into an unprecedented global buildout of data centres. South China Morning Post ↗

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

Colette Kress, Nvidia’s longtime CFO, steps in as interim CEO after Jensen Huang’s abrupt resignation, with quarterly earnings looming next week. Fox Business ↗

4Also reported

Jensen Huang resigned as chief executive of Nvidia on Thursday after revelations of extramarital affairs, including one with a woman accused of spying for China. France 24 ↗

Sources

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