Jensen Huang’s run as the seemingly untouchable Nvidia CEO, defining the future of AI, ended in a fall from grace made for Hollywood when multiple affairs came to light, including one with an alleged Chinese spy.

On today’s Big Take podcast, tech policy senior editor Michael Shepard and Dina Bass, Bloomberg’s AI infrastructure reporter, on what the departure of the key man at AI’s key company means for markets, competitors and US-China relations.

Read more:
Nvidia’s Huang Ousted by Board in Move that Roils AI Economy
Nvidia Turns to CFO Kress to Steady Ship After Huang Exits
Silicon Valley Stunned by Swift Action on Huang by Nvidia Board

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Host: David Gura; Guests: Dina Bass and Michael Shepard; Produced by David Fox; Edited by Jeff Grocott; Engineering by Emma Munger.

Jensen Huang&rsquo;s run as the seemingly untouchable Nvidia CEO, defining the future of AI, ended in a fall from grace made for Hollywood when multiple affairs came to light, including one with an alleged Chinese spy.
On today&rsquo;s Big Take podcast, tech policy senior editor Michael Shepard and Dina Bass, Bloomberg&rsquo;s AI infrastructure reporter, on what the departure of the key man at AI&rsquo;s key company means for markets, competitors and US-China relations.
Read more:
<ul>
<li><a href="https://www.bloomberg.com/news/articles/2026-11-12/jensen-huang-face-of-the-ai-boom-ousted-by-nvidia-board-as-ceo">Nvidia&rsquo;s Huang Ousted by Board in Move that Roils AI Economy</a></li>
<li><a href="https://www.bloomberg.com/news/articles/2026-11-12/nvidia-turns-to-cfo-kress-to-steady-ship-after-jensen-huang-exit">Nvidia Turns to CFO Kress to Steady Ship After Huang Exits</a></li>
<li><a href="https://www.bloomberg.com/news/articles/2026-11-12/-dark-day-silicon-valley-mourns-nvidia-s-decision-to-oust-ceo">Silicon Valley Stunned by Swift Action on Huang by Nvidia Board</a></li>
</ul>
We have a special Bloomberg subscription offer for podcast listeners at <a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Host: David Gura; Guests: Dina Bass and Michael Shepard; Produced by David Fox; Edited by Jeff Grocott; Engineering by Emma Munger.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

Big Take

A Fall From Grace So Extraordinary It Seems Made for Hollywood

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fc5fa854-70ad-4df3-aa35-b50001585c2d/transcript