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Jensen Huang is out. What now?

In a special episode of “Uncanny Valley,” we break down Jensen Huang’s resignation from Nvidia, what comes next for the company, and where the AI industry goes from here.

✦ Extractive summary — built from the sources' own reporting•From 4 sources•1 min read•Updated November 13, 2026, 7:53 PM UTC
Key points
  • What does Jensen Huang’s fall mean for the world’s second-most valuable company, and what might a tremor in its fortunes mean for the world?
  • Advisors say investors should weigh their Nvidia exposure, time horizon and risk tolerance before reacting to the leadership change.
  • Nvidia’s sky-high valuation is based on the fact that it designs and sells the advanced AI chips, called graphics processing units (GPUs), that underpin the AI economy.

Nvidia has been called the central bank of AI, which is why it’s so important that we figure out what Jensen Huang may have disclosed to this alleged spy.

| Joel Saget/AFP via Getty Images The first big sex scandal of the AI era has taken down Jensen Huang, Nvidia’s co-founder and longtime CEO.

Additional details
  • CEO’s affair and resignation has brought company’s murky corporate contracts and supply chains into sharp focus Can the AI economy survive without its “central bank”?
  • Without these, AI models such as ChatGPT and Claude could not be trained and would not run.
  • The revelation Wednesday of a second extramarital affair, this time with an Nvidia employee reporting to Huang directly, added to the pressure, and another affair came to light later on Thursday after Huang’s ouster.
  • To break down the national security implications of Huang’s departure, how the Trump administration is involved, and what it says about US AI industry writ large, Today, Explained co-host Sean Rameswaram spoke with Garret De Vynck, a technology reporter at the Washington Post.
  • As far as we know, the president has known about the fact that Jensen Huang was in a relationship with someone that the US government thought was a spy for about a year.

How this summary was made: extractive summary — built from the sources' own reporting. It is drawn only from the reporting of the sources listed below — read the originals for full detail. How we summarize →

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Every article behind this summary — 4 articles from 4 outlets

CNBCNovember 13, 2026, 7:53 PM UTC → VoxNovember 12, 2026, 10:55 PM UTC → WiredNovember 12, 2026, 10:14 PM UTC → The Guardian BusinessNovember 12, 2026, 5:50 PM UTC →

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