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The story
NVIDIA CEO Jensen Huang has stepped down, and prominent investor Leo Koguan, known as a shareholder in the company, has announced he is halting further investment. Huang is at the center of an affair scandal, with scrutiny focused on the fact that his partner is reportedly a former executive at a company suspected of leaking semiconductors to China. Elon Musk and others have spoken out in Huang’s defense. On 5ch, many pointed out that ‘the real problem isn’t the affair itself but the leak of national technology,’ while opinions were split over how CUDA’s dominance and the competitive landscape with AMD and Intel will play out after Huang’s departure.
On November 13 (US time), prominent investor Leo Koguan expressed regret over Jensen Huang’s departure as NVIDIA CEO and announced he would stop making further investments in the company. Meanwhile, numerous billionaires and tech industry leaders, including Elon Musk, have publicly voiced support for Huang amid the controversy.
Koguan, who has long been vocal about his investment in NVIDIA, posted a series of comments on X about Huang’s departure. In them, he wrote that while NVIDIA’s growth trajectory remains unchanged, his planned investment in the company would be ‘scaled back.’
Koguan further added, using the term ‘superintelligence’ championed by the Trump administration, that ‘if Jensen Huang starts or acquires an SI company,’ he would want to invest in that instead.
Source: news.yahoo.co.jp / Original article here
What people said
It's not the affair itself, it's who he did it with.
Sure, plenty of people cheat, but not many CEOs end up funneling national security tech to a rival country. The investors and tech crowd defending him are basically complicit in selling the country out too.
You don't get it. This isn't just about hardware boxes — more than half of what they do now is basically being an investment firm.
OpenAI (where SoftBank Group, SBG, is a major shareholder) and NVIDIA have been running this massive circular-investment scheme because of the Huang-Son relationship (Son = Masayoshi Son). Wonder what happens to that circular investing in OpenAI now that Huang's gone, lol
Chaos is definitely more profitable, that's for sure.
Exactly. You can really see how the concentration of wealth is warping the whole world.
>Koguan is a US-national billionaire (based in Singapore) of Chinese descent, who has reportedly made large donations to Chinese academic institutions in the past.
No way Musk could pull that off.
This IS the cost-benefit take. A top company that loses its charismatic leader can come crashing down fast.
Nah, not happening. CUDA is basically like Microsoft Windows — it's become the essential library for running AI. NVIDIA's stronghold isn't crumbling.
I heard Mac Studios are selling like crazy for AI use — are NVIDIA GPUs actually better? I heard 'unified memory' is supposedly really well-suited for AI.
That's not the point. The problem is that cutting-edge semiconductor tech was leaking to China.
It's less about having a mistress and more that, of all people, she's suspected of being a CCP spy involved in politics — that's what really stings. And China would absolutely do that kind of thing.
Somehow this reminds me of the decline of GONZO (the anime studio).
Right, that's exactly what's being called into question.
Alice Huang is reportedly a former executive at Singapore-based data center company 'Megaspeed.' That company is under US government investigation over how China has been obtaining NVIDIA semiconductors.
https://news.yahoo.co.jp/articles/1ef22b1904c966ed740a56609e9fccd664067bfd
If they'd just kept quiet, the windfall demand would've come their way regardless.
So you're saying Huang isn't a singularity, then.
Has Intel's time finally come?
AMD GPUs are cheap, aren't they? Though they're basically useless for AI — strictly gaming-only, lol
Employees: 'Woo, I'm in! lol' 'Me too! lol'
Alice Huang: 'I'm starting a new company.'
Employees: 'Woo, I'm in! lol' 'Me too! lol'
If that's true, then Trump and Commerce Secretary Lutnick are the ones derelict in their duty for knowing it and doing nothing. Jensen was just doing what any company does — growing sales. You don't get it.
If Jensen were younger, I think a lot more people would follow him. After all, researchers who left OpenAI went on to found Anthropic. Nobody wants to follow an old man who's only going to decline from here, and no young woman wants to marry one either.
Background and Key Points of This Debate
Koguan is one of the shareholders who has long publicly expressed his attachment to NVIDIA stock on X, and this ‘halting investment’ statement reads more as an emotional turning point than a cold stock-valuation call. What split the thread was whether to frame Huang’s departure as a simple affair story or as a national security issue. What the reporting actually flags as the problem is that his partner was a former executive at a company suspected of leaking semiconductors to China — the affair itself isn’t the stated reason for his departure. Overlook that distinction and all that’s left is the emotional backlash of ‘it’s just an affair, come on’ — but partway through, the thread shifted toward the more business-focused question of how CUDA’s dominance and the competitive landscape with AMD and Intel will be affected by Huang’s exit.
※This article is excerpted and summarized from the 5ch (News Speed+) thread ‘Prominent Investor Mourns Huang’s Departure as CEO, Announces Halt to NVIDIA Investment: ‘No Further Investment Without Jensen’ — Voices of Support Pour in From Across Industries‘.
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