Could this tweet be the reason Jensen lost his job?

Jensen Huang’s departure from Nvidia has created an opening for a powerful theory: his public defense of open models made him a target, and the revelations that followed were intended to remove him. That claim connects two consequential developments. Establishing the connection requires evidence about who acted and why.

Nvidia announced on November 12 that Huang had resigned as president, CEO and a director. Finance chief Colette Kress became interim CEO while the board searches for a permanent successor. The announcement does not identify an open-model policy dispute as a reason for his exit.

Source: Open Weights and American AI Leadership ↗

Huang’s first X post, dated July 24, 2026, shared a coalition letter supporting open models. His message endorsed a role for both closed and open frontier models. The original post and contemporaneous coverage provide that context.

The Nvidia-hosted letter argues that downloadable weights can give organizations more control over deployment and reduce dependence on individual providers. Its current list of signers includes Google and OpenAI. The list expanded after publication, so today’s document should not be treated as a record of who signed on its first day.

Axios places Megaspeed warnings in fall 2025; Commerce disputes the reported confrontation.

Separately, CNN reported that officials had concerns about possible chip diversion and had received relationship briefings months earlier. Megaspeed denied wrongdoing, and China rejected the espionage allegation. Chip concerns and knowledge of an affair are distinct claims with different evidentiary requirements.

Source: Open Weights and American AI Leadership ↗

Chronology cannot identify a leak’s source, demonstrate coordination between competitors, or establish the board’s motives. A company can disagree with another company’s policy position without orchestrating its leader’s departure. Conversely, signing the same letter does not erase every commercial conflict. Neither observation proves the retaliation theory.

The sources reviewed also do not establish that Huang personally reversed a blanket Trump ban on open models. That proposed link needs its own documentation.

Watch Nvidia’s model releases, licenses and spending decisions under new leadership. Those choices can reveal whether its open-model strategy changes. Silence in a transition announcement cannot settle that question.

Demand a documented sequence of warnings, briefings and decisions. Accountability is stronger when it follows records rather than inferred motives.