‘A dark day’: Jensen Huang’s sex drive threatens to pop the AI bubble, and the industry isn’t sure what’s next

Welcome to Eye on AI. Emily Forlini here, filling in for Beatrice Nolan. Recently, Nvidia CEO Jensen Huang resigned, leaving CFO Colette Kress and board chair Harvey Jones to take charge. This comes after Anthropic's IPO demand exceeded expectations. United Airlines has also implemented new restrictions on flight bookings. Fortune Brainstorm AI San Francisco, featuring notable speakers such as OpenAI president Greg Brockman and Microsoft AI CEO Mustafa Suleyman, is set to take place on December 7th and 8th at the St. Regis in San Francisco.

Jensen Huang's abrupt resignation from Nvidia, following reports of three affairs, has been labeled as a "dark day" by Martin Casado and Penny Herschel. They express their disappointment, not only for Huang's family, employees, and customers, but also for the broader implications for the U.S. and the Western world. Huang had previously opposed U.S. export controls on AI technology and government regulations on open models.

His ousting could potentially lead to stricter regulation and a broader repricing of AI risk in the stock market.