Nancy Sullivan

A few hours ago, I wrote: "They're going to pull it off. Jensen Huang is going to be pushed out of Nvidia." It's done. Officially, Jensen Huang resigned. In reality, the board was getting ready to throw him out. Effective immediately. He's also leaving the board. The CFO is stepping in as interim CEO. The board is even considering bringing in an outside CEO. Thirty-three years. A company born in a Denny's, saved from bankruptcy more than once, turned into the most important company of the AI era. Wiped away in a week. Whatever you think of his private life, look at the mechanics. A scandal breaks. Pressure builds in Washington. Columnists demand his head. The board, which never prepared a successor, panics. The founder is out. And the man who fought the restrictions, who defended open models, who stood up to Washington, is gone. The playbook worked. And when a playbook works, it gets used again. The next target is Elon. Why him? Because he's now the last builder of that scale who holds the entire chain. Rockets, satellites, energy, robots, AI, and soon chips with Terafab. He's the only one who can build both the superintelligence and the rocket that carries it into space. And he just said publicly that hiring Jensen would be an honor. For those who want to slow everything down, there's no bigger target. But they have a problem. You don't fire Elon Musk the way you fire Jensen Huang. He holds voting control at SpaceX. No board can throw him out overnight. So they'll come at him another way. Regulators. Courts. Investigative committees. Government contracts. Media campaigns. Every weakness will be exploited, every mistake amplified, every procedure dragged out. They don't need to fire him. They just need to wear him down, slow him down, make every project ten times more expensive. Open your eyes, because this is going to move very fast. What we're living through right now isn't news. It's History. In twenty years, this week will be taught in schools. The day America, in the middle of the race to superintelligence against China, took the man who made the chips for the entire planet out of the race. And people will ask what happened next. The answer depends on what happens to Elon. And on what Jensen decides to do with the rest of his life. I'm standing by my prediction. We are living through History with a capital H.