Elon Musk says it would be an honor to hire the former Nvidia CEO.
Nvidia’s board of directors has accepted Jensen Huang’s resignation as CEO, president, and board member. The decision comes three days after an internal memo to employees in which Huang admitted to an extramarital affair without going into details.
The admission caused Nvidia’s stock to drop more than 8% in after-hours trading. CFO Colette Kress has been appointed interim CEO while the board searches for a permanent successor.
Musk: It would be an “honors” to hire Huang
A decision that could have disruptive effects on the world of artificial intelligence, where Nvidia chips are becoming increasingly vital. But that’s not all. On X (formerly Twitter), responding to a user who asked him to hire Huang, Elon Musk wrote it would be “an honor.” It’s not a job offer: there are no position, terms, or agreed-upon role, just a public comment made while the board discussed the company’s future without its founder present.
As one user noted in the comments, however, the last time Musk responded in a similar way to a user, he ended up buying Twitter. So you never know.
As highlighted by Teslarati, the point is different: SpaceX has announced a debt and leasing package worth up to $40 billion to fund the purchase of Nvidia GPUs, with the lease agreement still subject to closing conditions and chip deliveries expected in the first half of 2027. In public threads on X, Musk also mentioned a batch of 220,000 Nvidia GB300 GPUs that, according to him, should become operational soon, a second similar batch expected in November, and the possibility of a third batch of the same size by the end of the year as a favorable scenario.
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Some analyst notes, based on these indications and assumptions about the number of racks and the power consumed by each, estimate that the total computing capacity of SpaceX’s and xAI’s data centers by the end of 2026 could reach several gigawatts. However, these are models with approximate ranges, not officially confirmed figures from the companies.
So far, there are no public statements from Huang that provide a verifiable account of SpaceX’s efforts, though reports on the relationship between Nvidia and Musk remain central to the situation. Any change at Nvidia’s leadership level would likely have far-reaching consequences beyond Silicon Valley, affecting chip supply chains that are essential for SpaceX’s advanced computing projects and, more broadly, the infrastructure underpinning artificial intelligence in mobility applications.
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It remains to be seen whether Musk’s response will lead to a series of interviews with Huang or not. Certainly, his experience in the industry could benefit Musk’s companies, which are working on Terafab, the new infrastructure dedicated to producing advanced semiconductors, and which acquired a partner like Intel a few months ago.
Nvidia and Jensen Huang: What happened
The crisis originated from internal investigations into a relationship attributed to Huang with a woman who, according to journalistic reports based on intelligence sources, is suspected of being a Chinese spy. The same incident, still per these anonymous sources, is at the center of security assessments in the United States regarding the risk of industrial espionage. This was compounded by reports of a second connection, this time with an Nvidia executive, which several outlets, citing anonymous internal sources, describe as part of a possible further extramarital affair by Huang.
The memo from November 8, in which Huang admitted to being unfaithful to employees, accelerated everything: the board launched an investigation and, three days later, accepted his resignation. Huang remains a historic figure in the company, having co-founded it in 1993 and still owning about 3.6% of its shares, a stake that ensures his departure is far from painless for the company’s internal balance.
The connection between Nvidia and Musk’s projects isn’t new. For years, the California-based company’s GPUs and artificial intelligence systems have been used in initiatives related to Tesla, in platforms for training models like those from xAI, and in the early deep learning supercomputers supplied to labs such as OpenAI. This technical relationship is part of why Nvidia’s situation also interests those who follow Tesla and the ecosystem that brings together SpaceX, Tesla, and xAI.
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