Written by: Bao Yilong

The resignation of NVIDIA founder Jensen Huang is undoubtedly the biggest earthquake in the tech world recently. However, behind this seemingly sudden personnel upheaval lies a carefully orchestrated "hunting operation."

Who exactly pulled the trigger behind the scenes? As more details come to light, two forces gradually emerge in the spotlight: U.S. Secretary of State Marco Rubio, who modified the confidential memo, and the AI competitor Anthropic, which frequently "delivered knives" to the media.

From a policy perspective, the core of the controversy lies in the path of AI chip control. The faction advocating for chip export controls in the U.S. has sought for years to sever NVIDIA's ties to overseas markets, while Jensen Huang has consistently been the loudest corporate voice opposing the integration of tracking and remote shutdown features in chips.

NVIDIA's Chief Security Officer has publicly stated that NVIDIA's GPUs "should not have any remote shutdown or backdoor functionality," calling it "a gift to hackers and hostile actors."

Currently, three bipartisan chip bills have been included in the annual National Defense Authorization Act in the U.S. Senate, covering Congressional review of chip export licenses, anti-smuggling measures, and pressing allies to stop selling chip manufacturing equipment, among other topics. House Democratic Leader Hakeem Jeffries stated that he would work to push these provisions into the final version.

Regardless of who is behind the scenes, NVIDIA will announce its quarterly report on November 17 without Jensen Huang, while the aforementioned chip legislation is rapidly advancing toward the final defense bill.

Rubio's "Word Games" and Confidential Leaks

The starting point of this storm originates from a highly confidential memo leaked to The New York Times. However, the real nature of this memo is quite complex.

According to The Washington Post, this confidential memo that directly led to Jensen Huang's downfall originated from Rubio. However, officials from the CIA were initially "not convinced" by the relevant intelligence. CIA analysts did not draw conclusive conclusions, and even some officials from the Office of the Director of National Intelligence believed the related allegations were "overstated."

If the CIA was not convinced, then how did the assertive memo come about? The answer is: Rubio "reprocessed" the CIA's report.

Reports citing informed sources reveal that after obtaining the CIA's report, Rubio rewrote this memo with "his own more aggressive wording." Subsequently, this memo, led by him, was sent to several senior officials in the spring of this year, with Rubio even personally reporting to the president.

Tech mogul and former head of AI affairs David Sacks pointed out the core issue during a podcast:

Someone or a group of people leaked the contents of the highly confidential memo to The New York Times, and it must be understood that this is a criminal act.

David Sacks bluntly stated that The New York Times did not casually hear about this information in a bar:

Someone made a calculated decision to do this, risking imprisonment... Why are they so eager to take down Jensen Huang?

Anthropic's "Media Leaks" and the Interest Landscape

If Rubio completed the "processing" of the memo in the political arena, then another force in the media and industry precisely guided the direction of public opinion.

New York Times investigative reporter Tripp Mickle admitted during a podcast that last August, they received a mysterious tip from a "contact within the tech industry." This whistleblower told them:

Drop everything and investigate a company called Megaspeed.

Megaspeed is an NVIDIA compute power leasing company based in Singapore. Who is this mysterious whistleblower? The journalists did not disclose their name, but all suspicions point to NVIDIA's competitor—Anthropic.

A widely circulated post directly pointed to Anthropic's CEO Dario Amodei:

Dario may be the mastermind behind the Jensen Huang incident.

There is even viral open-source intelligence analysis directly naming one of Anthropic's co-founders as the whistleblower for The New York Times.

Why does Anthropic want to "take down" Jensen Huang? The answer may lie in the battle over technological direction and chip control.

Jensen Huang is the most steadfast defender of "open-source AI models" among tech giants; while Anthropic is a strict promoter of AI regulation and chip export controls.

Reports indicate that Anthropic has donated up to $40 million to an organization called Public First Action, whose core aim is to promote AI safety guarantees and chip export controls.

In the eyes of Silicon Valley moguls, this is a war about control. David Sacks analyzed in the program that those who are deeply allied with Anthropic, the "safetyists," are celebrating. What they seek is extreme centralization of power:

They want all AI models and chips to be controlled by the government, with GPS and backdoors embedded in chips for remote shutdown.

And Jensen Huang and NVIDIA happen to be the staunchest opponents of such "backdoor chips." NVIDIA's Chief Security Officer made it clear last year that GPUs "should not have and must not have termination switches and backdoors," as that would only provide gifts to hackers.

Loss of Jensen Huang, a Huge "Loss" for the Tech Circle

Whether the trigger was Rubio's modified memo or Anthropic's damaging media leak, Jensen Huang's departure has caused irreparable shock.

NVIDIA's stock price fell in response to the resignation announcement. Musk and several investment tycoons pointed out that many key supply chain deals and massive startup investments in NVIDIA were made thanks to "Jensen Huang's handshake."

Goldman Sachs analysts also warned that NVIDIA will face huge difficulties in negotiating large multi-party investments in the future.

Wall Street Journal mentions that many tech leaders, including Musk and Y Combinator President Garry Tan, are signing a petition to restore Jensen Huang to his position.

Atreides Management managing partner and chief investment officer Gavin Baker proposed a "vote by shareholders after the investigation is concluded" plan, to which Musk responded: "That's how it should be."

Epic Games founder and CEO Tim Sweeney declared:

Saving Jensen Huang would be comparably as foolish as Apple firing Steve Jobs if NVIDIA's board truly did so.

This "hunt," intertwined with a tampered CIA report and a targeted media leak, not only changed NVIDIA's fate but may also completely reshape the global AI compute power and chip export control landscape. In this game of power, Jensen Huang may only be the first casualty.

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