Special Report: The Fall Of Jensen Huang & What Comes Next

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover:
1) Jensen Huang ousted as CEO of Nvidia
2) The real issue: Sending hundreds of thousands of restricted chips to China
3) Nvidia's mysterious Singapore numbers
4) The timing: Did this come out now because of AI's advancing capabilities?
5) Or was it the Republican midterm losses? Or something else?
6) How China programmed top AI models with Nvidia's top-line, restricted chips
7) Nvidia's competition is intensifying
8) Anthropic ramps on AMD chips in three days
9) Who succeeds Jensen?
10) Are leather jackets out of style now?

Alex's New York Times opinion piece: https://www.nytimes.com/2026/11/13/opinion/jensen-huang-nvidia.html

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