Who Replaces Jensen Huang?

Key takeaways

The NVIDIA controversy now involves not only Huang’s affair but also questions about whether the company influenced a Commerce Department chip-smuggling investigation involving Megaspeed.
NVIDIA’s unusually long-tenured board, lack of a named successor, and Huang’s more-than-50-direct-report structure could make replacing him unusually difficult.
Uber Parking is both a consumer reservation feature and part of Uber’s longer-term plan to use parking facilities as holding areas for autonomous fleets.
Anthropic says Fable 5.2 and Mythos 5.2 deliver stronger technical performance at lower API prices, but its black-hole results still lack independent peer review.

Summary

The Megaspeed probe deepens scrutiny of Jensen Huang

President Trump said the FBI was “looking into” NVIDIA CEO Jensen Huang’s affair with a Megaspeed executive whom U.S. officials now believe was a Chinese spy. Huang told Trump he had “absolutely no idea” the person was a spy, but NVIDIA shares fell 4.3% even as the broader technology sector rose. The episode also cited a New York Times report that a Commerce Department investigation into alleged NVIDIA-chip smuggling by Singapore-based Megaspeed was transferred to the Justice Department after NVIDIA’s general counsel contacted investigators and invoked a senior Commerce official’s name.

NVIDIA’s crisis response and succession problem

Sources told Wired that Huang had used crisis-communications firm Heller since at least October 2025, possibly after an earlier New York Times report on his Megaspeed ties; the firm is known for advising figures including Anthony Weiner, Mario Batali, and Jeffrey Toobin. The larger concern is NVIDIA’s governance: its directors average nearly 15 years on the board, none have national-security experience or current or former S&P 500 CEO experience, and “succession” does not appear in its latest annual report. Huang has more than 50 direct reports, no clear number two, and no publicly identified successor.

A board investigation could force NVIDIA to look outside

Former SEC chair Gary Gensler said Huang may have misled the public by previously describing the Megaspeed dealings as “all completely normal,” and NVIDIA’s share-price drop could suggest the information was material. Professors said the long-tenured board appears more controlled by the CEO than the reverse, while a 60-horse internal succession race would offer no obvious replacement if Huang were removed. Possible outside candidates mentioned were AMD’s Lisa Su and Broadcom’s Hock Tan. NVIDIA’s board said it had no reason to believe secrets or national security were compromised, but congressional hearings, shareholder litigation, and enforcement action remain risks.

Uber turns SpotHero into in-app parking and robo-taxi infrastructure

Uber launched Uber Parking in 15 U.S. cities, including Chicago, New York, and San Francisco, using its SpotHero acquisition. Riders can see upfront prices and arrival times, filter by valet, self-parking, outdoor lots, or garages, enter vehicle and license-plate details, and use QR codes or automatic plate scans; reservations can be extended or canceled before the start time. Uber plans to expand across SpotHero’s 400-city footprint and eventually use more than 13,000 facilities to store or stage autonomous vehicles instead of having empty robo-taxis circle city streets.

Anthropic claims major gains from Mythos 5.2 and Fable 5.2

Anthropic released Fable 5.2 for general use and Mythos 5.2 for vetted cybersecurity and life-sciences users in Project Glasswing, saying outputs are up to 30% faster than version 5.1 and API prices fell 20% to $8 per million input tokens and $40 per million output tokens. On Cognition’s Frontier Code 2.0 test, Fable averaged $6.72 per task at high effort, compared with $12.82 for Opus 5.5 at maximum effort. Anthropic says roughly 1,000 Fable agents converted Fermat’s Last Theorem into a computer-verifiable proof in 30 hours and built a bootable operating-system prototype in eight days; its two black-hole findings have not been independently peer reviewed.

Show notes

Trump said the FBI was looking into Jensen Huang’s affair, and Nvidia’s stock sank 4.3%. Uber launched in-app parking in 15 cities. Anthropic released Mythos and Fable 5.2, which it says formalized Fermat’s Last Theorem and solved black hole problems.

rump says the FBI is “looking into” Jensen Huang’s affair, and the Nvidia CEO told him that he “had absolutely no idea that the person in question was a spy” (AP)

A Commerce Department probe into Megaspeed for allegedly smuggling Nvidia chips to China was handed to the DOJ after Nvidia’s general counsel emailed investigators and invoked the name of a top Commerce official (NYT)

Sources: Jensen Huang has used Heller, a crisis PR firm known for handling sex scandals, since at least October 2025, well before his affair became public (Wired)

Huang’s fate now rests with a weak, long-tenured Nvidia board with no successor in sight and a CEO with 50+ direct reports, raising a governance crisis (Semafor)

Uber launches Uber Parking, an in-app parking reservation tool powered by its SpotHero acquisition, in 15 US cities, including Chicago, NYC, and San Francisco (The Verge)

Anthropic releases Mythos 5.2 and Fable 5.2, saying they are “best for the most ambitious, open-ended technical work”, with outputs up to 30% faster than 5.1 (Anthropic)

Fable 5.2 and Mythos 5.2 post new benchmark highs while API prices drop 20% to $8 per million input tokens and $40 per million output; Mythos stays reserved for vetted Project Glasswing users (VentureBeat)

Anthropic says during prerelease testing Mythos 5.2 and Fable 5.2 formalized the proof of Fermat’s Last Theorem and solved two open black hole physics problems (The Verge)

About 1,000 Fable 5.2 agents turned the Fermat proof into a computer-verifiable one in 30 hours and coded a working OS in eight days, though the black hole papers haven’t been peer reviewed (Gizmodo)

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