Nvidia CEO Jensen Huang resigned Thursday from the top job at the chipmaker at the center of the AI boom. The Vergecast hosts argue the resignation may be the smaller part of the story, pointing to Nvidia's China dealings, government tolerance for a powerful ally, and AI industry stability.

Nvidia CEO Jensen Huang resigned Thursday from his position at the top of the company, ending one chapter of a saga that has drawn intense attention to the chipmaker at the center of the artificial intelligence boom.

The resignation may turn out to be the smaller part of the story. On The Vergecast, hosts David and Nilay argued that a much bigger story could be about to unfold in the coming weeks and months. They pointed to Nvidia's dealings in China, to the US government's willingness to look the other way to protect a powerful ally, and to the stability of the AI industry as a whole.

What Is Megaspeed and Why Is It Under Scrutiny?

Megaspeed is one name the hosts expect to hear a lot more. They said the public is going to learn more about the company than anyone planned or wanted.

Why Could Lawmakers Scrutinize Nvidia's Dealings?

Lawmakers are likely to be part of that process. The hosts said they expect to hear a lot of questions about who knew what and when, particularly from newly elected Democrats. Those questions could reach well beyond Nvidia's boardroom and into how the government handled its relationship with the company.

Who Will Replace Jensen Huang as Nvidia's Public Face?

Huang's departure also leaves an open question about leadership. Nvidia has been the public face of the company for years, and the hosts asked who will replace Huang as the AI industry's front man. They also asked whether everyone involved will survive the scrutiny that is coming.

The Vergecast episode was built around those questions, and the hosts said they want to hear from listeners who have thoughts about the saga. The show's hotline is 866-VERGE11, and listeners can also write to vergecast@theverge.com.

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