Covering enterprise cybersecurity, risk & IT for 20+ yrs | Contributor: Dark Reading, CYBRSECMedia, DigitalCXO | Past: CSO Online, InformationWeek, TechTarget
(Near) Minneapolis
Joined May 2008
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Board will be locked into CYA mode
It is very clear that shareholders are unhappy with the idea of Jensen Huang being ousted at Nvidia.
It is also clear that the board of directors feel like they have to do something.
The ultimate question will be whether the board works for the shareholders or the shareholders get dragged along with the board’s desires.
We know legally it is the former, but don’t underestimate a board’s contrived sense of duty in a moment of crisis.
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George V. Hulme retweeted
For six months, no one really noticed Culper Research’s report outlining the short-selling firm's case against Nvidia. All that changed this week. 🔗 on.wsj.com/4BYQbZp
George V. Hulme retweeted
Fuck.
A US datacenter ex-IT is more than 5x that PLUS the power issues, so it's really more like 10-20x more expensive in the US.
Even if Huawei is only 20% as good as Nvidia for inference...
George V. Hulme retweeted
The questions surrounding Nvidia/Huang, China, the Commerce Department (Lutnick), & Trump are one of many reasons why the US government shouldn't have a financial stake - a cut of overseas sales, equity stakes, etc - in the same firms it regulates.
Today it has DOZENS.
Apple failed miserably with AI and Siri under Tim Cook's leadership. Cook shouldn't be on any current list of Jensen replacements.
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George V. Hulme retweeted
“a single courageous State may, if its citizens choose, serve as a laboratory; and try novel social and economic experiments”
SpaceXSI just secured a major regulatory win in Mississippi for its massive 1.2 GIGAWATT power plant
After two days of testimony, Mississippi’s Environmental Quality Permit Board voted to uphold the air permit for SpaceXSI’s permanent Southaven power plant on November 10
The project includes:
• 41 permanent natural gas turbines
• Approximately 1.2 GW of power generation capacity
• Electricity to support SpaceXSI’s expanding SI compute infrastructure, including Colossus II
The decision keeps the existing air permit in place, supporting SpaceXSI’s plans to expand its massive computing infrastructure
The race for superintelligence is also an energy race, and this decision clears a major regulatory hurdle toward expanding the power infrastructure needed to keep scaling SI compute at an extraordinary pace
Jensen's replacement?
Thomas Kurian, current Google Cloud CEO?
Matt Garman, current AWS CEO?
Lisa Su, current AMD CEO?
René Haas, current Arm CEO?
Me?
If this were a defense contractor (Nvidia essentially is), would it be considered treasonous?
SCOOP: President Trump authorized a crackdown on companies suspected of diverting Nvidia's advanced AI chips to China on Thursday, but one administration official repeatedly stood in the way: Commerce Secretary Howard Lutnick. axios.com/2026/11/11/trump-l…
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Oh......
Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him nytimes.com/2026/11/11/techn…
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George V. Hulme retweeted
Sure, and watch everyone with a credit score under 750 see their credit cards cancelled by the banks.
I bet they'll love having to instead rely on payday loans, pawn shops, and local loan sharks to provide quick credit in a pinch.
Let’s cap credit card rates at 10%. Take action on affordable housing. Protect rural hospitals. End price gouging.
Democrats have the bills ready.
@SenWarren says now it’s up to Trump to work with us and get things done.