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What’s really at stake in the Jensen Huang saga

The Verge •
November 13, 2026 • 02:47 PM
• By David Pierce
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Also on The Vergecast: Mark Zuckerberg’s meat smoker, the future of Hollywood, and more.

What’s really at stake in the Jensen Huang saga

On The Vergecast: The many spiraling stories in the AI world, the fate of streaming services, Mark Zuckerberg’s meat, and more.

On The Vergecast: The many spiraling stories in the AI world, the fate of streaming services, Mark Zuckerberg’s meat, and more.

One part of the saga surrounding Nvidia CEO Jensen Huang ended on Thursday, when Huang resigned from his position at the top of AI’s most important company. But in the coming weeks and months, a much bigger story may be about to unfold. A story about Nvidia’s dealings in China, about the US government’s willingness to turn a lot of blind eyes to protect a powerful ally, and about the very stability of the AI industry as a whole. It’s a lot.

On this episode of The Vergecast , David and Nilay start by trying to unpack the many parts of the story. We’re all going to learn a lot more about Megaspeed than we ever planned or wanted, and we’re going to hear a lot of people — particularly newly elected Democrats — asking questions about who knew what and when. In the meantime, who will replace Huang as the AI industry’s front man? And will everyone survive the scrutiny that’s coming?

After that, the hosts tackle a week filled with small-ish news from streaming services that adds up to Hollywood’s plan to properly take on TikTok . We’re about to find out whether microdramas, free tiers, and a deep obsession with vertical video will save the Netflixes and Paramounts of the world. Will it work? Probably not. Is it the only rational thing to try? You bet. Finally, in the lightning round, it’s time for Brendan Carr is a Dummy, Mark Zuckerberg’s AI experiments , the Cybertruck era , and more.

In case you missed it this week: We also talked about private torrent trackers , reviewed the Apple HomeView , took your questions on the Vergecast Hotline, and discussed the Huang saga… a lot. And we want to hear all your thoughts about all of it! Call the Hotline at 866-VERGE11, send us an email at [email protected], and tell us everything that’s on your mind. And make sure you subscribe so you don’t miss an episode!

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6 Publications
BBC News
2h ago
Nvidia: How the Jensen Huang scandal exposed a headache for business-friendly Singapore

Nvidia: How the Jensen Huang scandal exposed a headache for business-friendly Singapore

The scandal has cast a spotlight on Singapore's success as a chip hub - and a location for alleged illicit trade.

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TechCrunch
3h ago
Jensen Huang’s departure blasts big hole in AI startup funding, VCs and founders say | TechCrunch

Jensen Huang’s departure blasts big hole in AI startup funding, VCs and founders say | TechCrunch

Nvidia poured tens of billions into AI startups under Huang. Without him at the helm, founders and VCs are bracing for smaller checks and lower valuations.

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CNBC World
4h ago
Nvidia is done with Jensen Huang. The fallout in Washington is just beginning

Nvidia is done with Jensen Huang. The fallout in Washington is just beginning

The Republican-led Congress wants to see Jensen Huang in Washington before Democrats take control in January.

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ABC News Australia
7h ago
Why you will pay for Jensen Huang's indiscretions

Why you will pay for Jensen Huang's indiscretions

Nvidia is one the most valuable companies on the planet, but its former boss had 60 direct reports, meaning it wasn't structured to cope with scandals.

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The Australian Financial Review (AFR)
7h ago
The AI sector has a big, Jensen Huang-shaped hole to fill

The AI sector has a big, Jensen Huang-shaped hole to fill

The Nvidia founder’s demise is a news story packed with drama, but it could have an unhappy ending for Firmus and other companies it bankrolls.

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Wired
9h ago
Jensen Huang and the End of the Founder Fairy Tale

Jensen Huang and the End of the Founder Fairy Tale

The former tech CEO is obsessed with the power of storytelling. But he hasn't spun his way out of his sex scandals.

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