Nvidia and the World Without Jensen

This analysis argues that Jensen Huang's reported departure as Nvidia CEO would weaken the company's founder-driven structure, supply-chain leverage and open-source advocacy, and it contends that the push behind his exit is tied to GPU smuggling into China and to the Remote Access Security Act (RASA), which passed the House 369-22 and awaits a Senate vote. It details alleged smuggling cases, including a $2.5B Supermicro-linked indictment and 130 B300 servers in Taiwan, and argues that cutting off Chinese labs' remote GPU access would push them toward domestic accelerators and slow open-source innovation.