YIN|11月 14, 2026 10:51
Here's a summary of the reasons why Jensen Huang was ousted as CEO:
1. Nvidia chips have become a core technology at the national level. The main concern is preventing the products from flowing into China. If China uses Nvidia chips, it will enhance the competitiveness of its large-scale AI models. While officially prohibited, countless middlemen in China legally purchase these chips from Singapore, Malaysia, and other countries, ultimately reselling them to China.
If you have the resources and want to do this business, for example, register an AI company overseas, spend 100 million to purchase Nvidia chips, and then resell them to China for at least 2-3 times the price, making a profit of 200-300 million, this practice will continue even with increasingly strict restrictions. It's impossible to completely stop it.
Jensen Huang only understands technology and business; he lacks political acumen. He wanted to sell to China. He was aware that middlemen were smuggling chips into China through third countries.
2. He had a good personal relationship with Trump, but other high-ranking government officials and media did not benefit from it. If you donate to top executives, or promise to hire them as consultants (with annual salaries in the tens of millions) after their retirement, and place advertisements in mainstream media, you'll establish a strong community of shared interests. This will prevent them from being ruthlessly attacked, and allow for amicable negotiations to resolve the issue.
If Huang Renxun wants to return to Nvidia, there are ways, depending on his willingness. Over the next few years, he could sponsor and donate to the media and top executives, especially supporting key figures. In 2028, he could see who is most likely to win the presidency and donate to them, as well as other top executives. He should stop thinking about selling products to China. Then, he could reach an agreement with relevant parties to return to Nvidia as CEO.
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