{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Loop AI","title":"Nvidia Prepares to Oust Jensen Huang: What a Second Affair Means for the AI Economy","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/967e18ef\"></iframe>","width":"100%","height":180,"duration":1490,"description":"Nvidia's board is reportedly preparing to oust Jensen Huang after The New York Times reported a second affair, this time with an Nvidia executive who reported to him, on top of his alleged relationship with a suspected Chinese spy. Ejaaz walks through the evidence, from the halted Commerce probe to the $7.5 billion in chips that reached China through a network of fronts, asks who could replace him, and why the real story is what an Nvidia without Jensen means for the entire AI economy.\nWe also cover Anthropic's IPO roadshow and what may become the largest raise ever, CoreWeave's earnings and the case for older GPUs, what AI data centers are paying their local communities, Google's Gemini Carbon and two new TPUs, and Meta's cheapest model yet.\n==\nFOLLOW EJAAZ ON TWITTER:\nhttps://x.com/cryptopunk7213\n==\nTimestamps\n00:00 Jensen Huang's Worst Week\n00:43 The Damning Evidence\n02:12 From Denny's to the Top\n03:06 The Second Affair\n04:23 Who Replaces Jensen?\n05:35 $7.5 Billion in Chips\n06:21 Did He Know?\n07:33 The Dwarkesh Debate\n08:27 The AI Economy Runs on Jensen\n09:33 What Happens Next\n10:08 The Labs Look Elsewhere\n11:18 Anthropic's IPO Roadshow\n14:30 A Record $100 Billion Raise\n15:28 Anthropic's Bold Claims\n17:39 CoreWeave Proves the Bears Wrong\n19:52 Data Centers Pay Their Way\n21:35 Gemini Carbon and Two New TPUs\n23:10 Meta's Cheapest Model\n24:15 Final Thoughts\n#nvidia #jensenhuang #anthropic #ai #coreweave\n==\nAlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.\n👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571","thumbnail_url":"https://img.transistorcdn.com/eEvfDcioyXt_JP5dOd1j7wEY5UftNIM06PjgQA_TLes/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82MmQx/ODlmNDYyMjIxZTU3/NTgwOGJjMmUzZTkz/OWE5Ny5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}