November 12, 2026, Beijing time: This night is destined to be written into the history of technology.

33 years ago, a man with an Asian face founded a chip company in a garage in Silicon Valley. 33 years later, he personally led that company to the top of the global market value rankings. Then, on an ordinary Thursday morning, he was ousted by his own board of directors—Jensen Huang, the founder of NVIDIA, officially resigned from his CEO position.

The moment the news broke, people from the tech community, Wall Street, and Washington almost all put down what they were doing to start debating one question: Is this really NVIDIA's attempt at self-rescue, or is it an irreversible historical mistake?

Some say this is the end of an era.

Stephen Wit, the author of Jensen Huang's biography ( Stephen Witt ), expressed what many people are thinking on CNBC :

"Jensen Huang is essentially NVIDIA. Just like the Bulls team without Jordan, I don't know how they can replace such a person."

He also mentioned a detail: Jensen Huang is able to draw exploded diagrams of every component of NVIDIA devices from memory, without any aids – “I have no idea how anyone else could replace him.”

Shopify founder and CEO Toby Lutke ( Tobi L ü tke ) stated that this CEO change is a "generational mistake" ( generational blunder ). He warned that NVIDIA might become a poor imitation of the company he once created:

"No one can replace a founder like Jensen Huang."

“True words.” (Truly spoken.)

Some people say that NVIDIA will still do well.

Jim Cramer, a big name in the tech industry and host of CNBC, is known for his loud voice and quick reaction. This time he didn't beat around the bush: "I had no choice but to do it. There is too much evidence."

He then praised Collette Cress ( Colette Kress ), who was appointed as the interim CEO by the board of directors:

"I really appreciate Colette; I think she will handle the situation excellently."

Ross Gerber of CEO, an asset management company Gerber Kawasaki, claims to be a "long-term NVIDIA investor." He compares this moment to when Steve Jobs left the company: "At that time, many people thought Apple was finished. But it turned out to be just the beginning." He says that AI will continue, and so will NVIDIA, although this moment is indeed heartbreaking.

Encrypted investor Anthony Pompiliano (Anthony Pompliano) is even more radical: "Today is very likely the bottom of the AI selling tide. The resignation of the world's largest company, CEO, is already the biggest signal of surrender."

Some people say that they will always stand on the side of Jensen Huang.

However, more voices express regret.

Perplexity AI Founder Arvind Srinivas (Aravind Srinivas) Posts a Message of Gratitude:

"Thank you for Jensen Huang's 33 years of courageous leadership. You have built a small startup into one of the most valuable companies in the United States... The time and advice you have given to founders like me have laid the foundation for the future of AI."

Elon Musk reposted a line from the movie “AIR” – “You will be remembered forever, because some things are eternal” – and attached a name:

“Jensen.”

Former Goldman Sachs executive Lloyd Blankfein quoted a famous quote allegedly attributed to Charles de Gaulle:

It's a pity for Jensen Huang. A Shakespearean tragedy. But as De Gaulle said, 'The graves are filled with indispensable people.'

Changpeng Zhao, the founder of Binance, wrote directly:

It was a mistake for NVIDIA to let Jensen Huang leave.

The post with Lex Fridman was the longest and most emotionally intense of the day. He said that NVIDIA’s dismissal of Jensen Huang “is a replay of the story of Apple firing Steve Jobs, but with even greater consequences,” because AI holds an incomparable significance for the future of humanity. He mentioned that he had worked with Jensen Huang for many years and had seen his humility and kindness when not in front of the cameras, interacting with ordinary people: “I have never heard a single bad word from anyone who knows him, including hundreds of engineers, CEO, friends… probably over a thousand people in total.” He stated: I am on Jensen Huang’s side.

Tim Sweeney ( Tim Sweeney ), the founder of Epic Games, wrote: "This is a day of sorrow for NVIDIA, developers, the United States, and all of humanity." – Elon Musk also reposted this post.

Some people continue to be bullish, while others refuse to buy any more.

The market is always pragmatic.

Singaporean billionaire Leo KoGuan holds approximately $1.3 billion in NVIDIA shares. After the news surfaced, he posted on X with a direct and clear statement, without any rhetoric: "Without Jensen Huang, I will not increase my holdings anymore."

He referred to Jensen Huang as "the supreme creator" and wrote, "The United States is a civilization of creators. We cherish, honor, and reward creators. Creators come first, regulators second, and distributors third. Today, we have put regulators in the first position."

He said that if Jensen Huang were to found or acquire a new company in the future, he would hope to have the opportunity to invest in it.

Analyst Dan Ives (Dan Ives) also believes that the board of directors had no choice but to act this way. Just before the official announcement of his resignation, he had already made his own valuation assessment:

"Without Jensen Huang, the value of NVIDIA's stock is $225; with him, it's $300."

Analyst Jean Munster’s post is straightforward: “What was unknown is now clear. This morning, NVIDIA’s stock price is expected to open lower with a gap, around $150, and then the market will turn its attention back to what’s truly important.” He added that demand for AI is still accelerating, and NVIDIA GPU remains the clear winner.

Duan Yongping, a well-known domestic investor, also stated that he would not sell NVIDIA shares. On the day the news was announced, he sold a large number of put options (Puts). He believes that NVIDIA may invite Jensen Huang to serve as an advisor, taking on a role similar to a "shadow CEO", retaining influence but no longer having the power to make decisions. However, it is only possible to reach a clear conclusion on this matter after the hearing is over.

Will he come back in three years?

Perhaps the most interesting prediction comes from Dick Costello ( Dick Costolo ), the former CEO of Twitter. He posted the following:

My prediction: In 3 to 4 years, NVIDIA will have one or two quarters of underperforming results, and then they will bring Jensen Huang back to take charge again. Just like celebrity scandals, everyone gets outraged for 15 minutes, and then it's over. And what Americans love the most is the story of a king returning. Let's wait and see.

This passage spread rapidly online. Some mocked it as naive, while others claimed it saw through everything.

After all, Steve Jobs was ousted from Apple in 1985 and returned in 1997, only to bring in iPhone.

In the words of CEO Clement Dranger ( Clem Delangue ), perhaps this is the simplest and most truthful summary of the whole matter. His company is being acquired by NVIDIA for $12.9 billion, and now there's also a question mark over the future of this transaction. He wrote on social media: "This whole thing is too terrible. I wish none of this had happened. It's truly a sad day."

Then, he changed the subject and announced that he would continue to push forward with the open-source AI initiative "more vigorously than ever before."

This is probably also part of what Jensen Huang left behind: those he ignited are still burning on.