NVIDIA Won’t Be the Same Without Jensen Huang — Tae Kim
TBPN hosts John Coogan and Jordi Hays talk with Nvidia author Tae Kim about Jensen Huang's exit after affair reports, who could replace him, and what it means for Nvidia, China and AI chip demand.
The gist
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Kim says it was over once a second affair report came out with five sources, since Nvidia's code of conduct bars conflicts of interest.
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Kim rejects the idea that Jensen was just a dealmaker, citing executives getting 15 to 20 short emails a day from him.
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Kim's picks for CEO are Arm's CEO Renee Haas and CUDA creator Ian Buck, with about 10 key executives locked down to stay.
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Kim expects lawmakers to close the data center loophole for Chinese customers and neoclouds to face tougher financing, but says overall AI compute demand stays overwhelming.
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Kim predicts the gap between American and Chinese AI models will widen sharply within six months as Anthropic and OpenAI cut off distillation accounts.
Also mentioned
10:13
CUDA
· "And the other person, I think, is a good candidate, is Ian Buck, the creator of CUDA. He's in charge of..."
20:47
Nvidia H200
· "China is the one that's blocking Nvidia GPU getting there. Like H200s, the US government finally got to a..."
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