Jensen Huang Is Out. Will Nvidia’s Rivals Cash In?

Nov 12, 2026 5:14 PM

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.

Photo-Illustration: WIRED Staff; Getty Images

Nvidia cofounder Jensen Huang officially resigned after admitting to an affair with an alleged Chinese intelligence asset. He also faces reports of at least two more alleged affairs with Nvidia employees. In this bonus episode, Brian Barrett, Zoë Schiffer, and Leah Feiger break down how Nvidia’s board turned on its founder, what interim CEO Colette Kress means for the company, and how this moment could be a golden opportunity for Nvidia’s competitors.

Articles mentioned in this episode:

• Jensen Huang Resigns as Nvidia CEO
• Meet Colette Kress, Nvidia’s New Interim CEO
• Jensen Huang Basically Lit More Than $1 Trillion on Fire in Less Than a Month

You can follow Brian Barrett on Bluesky at @brbarrett, Zoë Schiffer on Bluesky at @zoeschiffer, and Leah Feiger on Bluesky at @leahfeiger. Write to us at [email protected].

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Transcript

Note: This is an automated transcript, which may contain errors.

Brian Barrett: Welcome to WIRED's Uncanny Valley. I'm Brian Barrett, executive editor.

Zoë Schiffer: I'm Zoë Schiffer, contributing editor.

Leah Feiger: And I'm Leah Feiger, director of politics and science.

Leah Feiger: I mean, who doesn't want multiple offerings from the Uncanny Valley crew, Brian?

Leah Feiger: But he still fought pretty hard to retain his role, right?

Leah Feiger: Absolutely. And now Nvidia has a new CEO in the name of CFO Colette Kress. Tell me about her.

Brian Barrett: No, keep doing it.

Leah Feiger: It means it's a time for another emergency pod. We're just going to keep this going all day.

Zoë Schiffer: Isn't Jensen her cousin or something?