What’s really at stake in the Jensen Huang saga

<figure> <img alt="" data-caption="" data-portal-copyright="Image: Alex Parkin / The Verge" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/11/VRG_VST_111326_Site.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" /> <figcaption> </figcaption> </figure> <p class="wp-block-paragraph">One part of <a href="https://www.theverge.com/ai-artificial-intelligence/1030422/nvidia-jensen-huang-ai-china-alice-huang">the saga surrounding Nvidia CEO Jensen Huang</a> ended on Thursday, when <a href="https://www.theverge.com/ai-artificial-intelligence/1031689/jensen-huang-nvidia-ceo-resigns">Huang resigned</a> from his position at the top of AI's most important company. But in the coming weeks and months, <a href="https://www.theverge.com/ai-artificial-intelligence/1032069/jensen-huang-resignation-affair-chips-smuggling">a much bigger story</a> may be about to unfold. A story about Nvidia's dealings in China, about the US government's willingness to turn a lot of blind eyes to protect a powerful ally, and about the very stability of the AI industry as a whole. It's a lot.</p> <p class="wp-block-paragraph">On <a href="https://pod.link/vergecast">this episode of <em>The Vergecast</em></a>, David and Nilay start by trying to unpack the many parts of the story. We're all going to learn a lot more about Megaspeed than we ever planned or wanted, and we're goin …</p> <p><a href="https://www.theverge.com/podcast/1032866/jensen-huang-nvidia-china-trump-vergecast">Read the full story at The Verge.</a></p>