AI News - Mid-November 2026

Brian and Brandon discuss the stunning resignation of NVIDIA CEO Jensen Huang, a story big enough to push election results, Anthropic’s IPO news, and a week of earnings off the agenda. They walk through what has been reported so far: relationships, including one with an executive tied to Megaspeed, a Southeast Asian cloud provider alleged to have funneled NVIDIA GPUs into China, and claims that security staff asked someone who photographed Huang to sign an NDA. Brandon cites Georgia coach Kirby Smart’s “dogs don’t beat dogs” to argue that CEOs have to follow their own company’s policies before anything else matters. To succeed interim CEO Colette Kress, Brian floats Tim Cook, Lisa Su, and Andy Jassy, while Brandon adds Lip-Bu Tan and Rene Haas and suggests NVIDIA may need a team of fixers to restructure Huang’s 60 direct reports. They debate whether extreme wealth breaks a leader’s judgment, and why success makes people afraid to call unusual practices strange. Brandon predicts NVIDIA will be fine because product-market fit covers a lot of mistakes, though AMD and Google’s TPUs get an opening. Brian warns that proven export violations could bring felony charges, large fines, and restated numbers. They close on who leaked the story and why now, with Brian suspecting that the US intelligence and military community saw a political window open after the midterms.

SHOW: 1080

SHOW VIDEO: https://youtu.be/IeFDTftW2tA

SHOW SPONSORS:

• Nord Security - NordLayer AI Scout

SHOW LINKS

• The Enterprise AI Show
• NVIDIA Announces CEO Transition
• Megaspeed and the Limits of US AI Export Controls (Tom’s Hardware)
• Culper Research’s May Short Report on NVIDIA’s China Exposure (Daring Fireball)

GUEST BIO

N/A this week

FEEDBACK?

• Email: show @ the enterprise ai show dot com
• Bluesky: @TheEntAIShow.bsky.social
• Twitter/X: @TheEntAIShow
• Instagram: @TheEntAIShow