This was my original read of the whole thing. The timing on this, happening immediately after the Republicans lose big-time? This all seems so incredibly convenient and weird.
I sincerely believe this is retaliation for something that he did or didn’t do.
The Dem plan for AI was to work with Anthropic and lock down GPUs to prevent running open / unapproved models. Basically limit AI development and inference to a handful of regulated companies.
Jensen Huang wasn't on board with that so now he's gone.
Getting downvoted, but if it's not a deliberate outcome it's certain an interesting and relevant one.
Huang was famously loyal to the gaming GPU markets, and there's been a subindustry of people running open inference on high-end consumer GPUs.
If NVIDIA kills those product ranges that subindustry will die, AI hardware will be limited to corporates and the small number of individuals who can drop five figures on an AI rig, and open models will become less valuable/dangerous.
Meanwhile I find it hard to believe the board had no idea what was happening and they're suddenly shocked - shocked! - to discover that Huang was plugging his CPU into the corporate motherboard.
What could he have done to swing the election in their favor? I think it’s more likely that with Democrats in power, NVIDIA can no longer count on the Trump administration’s corruption to prevent investigations. There may be a lot more left to uncover, and they now have a convenient fall-guy to pin everything on.
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