Shakeel (@ShakeelHashim) header
Shakeel (@ShakeelHashim) profile picture

Editor + founder @ReadTransformer, covering AI policy. Prev: @TheEconomist, @Protocol, @finimize

London
Joined October 2009
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Just pubbed on Reuters wire: just-ousted Nvidia CEO Jensen Huang had an intimate relationship with another Nvidia employee, sources tell @reuters. This relationship hasn’t been previously reported.
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WHITE HOUSE DISCUSSING HOWARD LUTNICK'S FUTURE AS COMMERCE SECRETARY - PEOPLE FAMILIAR
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This narrative that Jensen Huang was pushed out as a proxy in some grand fight over OSS or other issues is so dumb. CEO's get pushed out for affairs! Even great ones - McDonald's had to fire Easterbrook. Intel had to fire Krzanich. And Jensen's actions were worse!
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Nvidia has been mostly out of the NDAA lobbying game since the scandal, I’m told. That has complicated the efforts of other companies opposed to these bills
The most immediate policy implication of Jensen’s resignation is on the various export control measures in the NDAA. Nvidia was leading the lobbying campaign against them, and the combo of internal disarray/lost credibility means it simply won’t be able to anymore.
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Colette Kress may take a more conservative approach than Jensen Huang; sources say she sometimes pushed back on his riskier deals like backstopping OpenAI (@_pheebini / The Information) (Visit Techmeme dot com for the link and full context!)
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SCOOP from me, @LauraEWeiss16: OpenAI has told Hill offices it backs Chip Security, Match and Overwatch. OAI has been quieter than Anthropic but started calling export controls crucial to national security. Bills getting momentum over Jensen situation Subscribers had first
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President Trump floats Tim Cook to take Jensen's place
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New: Companies tied to Alice Huang recently invested in DeepSeek so that the Chinese AI lab could receive a steady stream of Nvidia's Blackwell chips, which are banned from sale in China, @jingyanghk and @QianerLiu report. Alice Huang's companies invested through special purpose vehicles, and as a result do not appear directly on DeepSeek's shareholder list. The previously unreported relationship will add heat to scrutiny about Nvidia and now ousted CEO Jensen Huang's relationship with Alice Huang and her corporate network in China theinformation.com/articles/…
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Zero comment from Jensen in the press release. That's very telling about how (not) voluntary this was.
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It's still interesting to me how the market seems to be treating the $NVDA turmoil as an $NVDA problem that won't spill out more broadly to other publicly traded companies.
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Jensen Huang’s access to Trump has been well-reported (particularly by NYT) but thought this moment was evocative - just hanging out in the Oval Office - flanked by a Susie Wiles deputy - as Trump gives unrelated speech on Dulles airport and occasionally asks for Jensen’s take
Spotted in the Oval Office for Trump’s Dulles announcement: JENSEN HUANG of NVIDIA
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Kimberly Powell had been set to speak at the opening session of the Milken Future of Health Summit tomorrow AM, on a panel I’m moderating. I just heard from organizers that she’s cancelled her planned attendance. We’ve reached out to Nvidia on this report nytimes.com/2026/11/11/techn…
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Nvidia's board is reportedly working with an outside firm to identify CEO candidates to replace Huang, per Bloomberg.
NVDA stock tanking, but not as much as I would have guessed... people still holding out hope the board doesn't fire him? (He is 100% being fired today.)
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Maybe stating the obvious but your best estimate for the number of times @_NathanCalvin 's tweet about two ants will seem astonishingly prescient should not be two...
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Jensen moving this from “human advantage” into “AI advantage” at warp speed!
People want CEOs with physical human bodies, peer relationships to other humans, the ability to make binding commitments that transcend their current job, etc. AI models are never going to have these things.
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NEW: In further embarrassing AI executive news this evening, OpenAI's national security officials were tricked into thinking they were speaking to the Ukrainian Intelligence service. It was actually a Russian prank duo, and they uploaded the call online. theintercept.com/2026/11/11/…
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