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Jensen Huang resigned as Nvidia CEO amid the spy scandal, with CFO Colette Kress stepping in as interim. Trump pitched Tim Cook as his successor, the board reportedly eyed Apple’s Johny Srouji, and Google launched its Gemini 4 Hydrogen model.
Jensen Huang resigns as Nvidia CEO, president, and board member; CFO Colette Kress will serve as interim CEO as the board considers candidates; NVDA drops 5%+ (Nvidia)
Trump called Jensen Huang on Tuesday and urged him to keep fighting for his job, viewing the spy scandal mainly through the lens of adultery and Nvidia as too big to fail (NYT)
Inside Jensen Huang’s final hours as Nvidia CEO: broken, saying “whatever” and “I don’t care” after weeks of denials, with a congressional testimony expected in the coming weeks (Bloomberg)
Trump says Tim Cook is the “only one man” to replace Jensen Huang as Nvidia CEO, adding “A Legend replaces a Legend!” and Huang “has done a fantastic job” (9to5Mac)
Nvidia’s difficult search for Huang’s successor: Apple’s Johny Srouji, Arm’s Rene Haas, AMD’s Lisa Su, AWS’s Matt Garman, Micron’s Sanjay Mehrotra, Google’s Amin Vahdat, and son-in-law Nico Caprez all in the mix (Bloomberg)
Google launches Gemini 4 Hydrogen, calling it a major upgrade over Gemini 3.8 Flash, at $1.50/1M input and $7.50/1M output tokens across its 1M context window (Google)
Gemini 4 Hydrogen replaces 3.8 Flash across Google’s products, running 2.5x faster in high mode, cutting “fabricated claims” 5x, and scoring 54 on the Artificial Analysis index vs. 50 for Argon (Ars Technica)
Longreads
Forward-deployed engineers, the role Palantir made famous, are drawing $586,000 to $1.45 million a year as companies start hiring them in-house (WSJ)
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