You're making the assumption implicitly when comparing to Musk that this should be fair or about morality.
That ship has sailed.
Huang has a problem now because his ability to advocate for NVIDIA in a politically charged environment is damaged.
He can't be an effective CEO for NVIDIA if there's a plausible (even if unproven) suspicion that he's on a geopolitical adversary's side.
He was very strongly advocating for selling to China before this. At that point, it could be understood simply as him looking out for NVIDIA's business interests. Now, there's doubt sowed in everyone's mind about whether it really was just that.
Maybe you don't care, because you think selling to China is the right thing to do - fine, there can be different views on this.
But, a lot of influential people very much do not hold that view, and he needs to be able to effectively communicate to them also.
Is that true? The orange man has been openly accused of being a Russian asset for quite a while.
> He was very strongly advocating for selling to China before this. At that point, it could be understood simply as him looking out for NVIDIA's business interests. Now, there's doubt sowed in everyone's mind about whether it really was just that.
> Maybe you don't care, because you think selling to China is the right thing to do - fine, there can be different views on this.
> But, a lot of influential people very much do not hold that view, and he needs to be able to effectively communicate to them also.
Yeah I think that makes a lot of sense. He could've underestimated how paranoid the admin (and the government) is about China and overestimated how much leverage he had with his board, customers and the admin.
I'm also generally surprised to see few people in tech and admin batting for him, considering he's supposedly a relationship guy.
edit: I realize I'm wrong on the last part after browsing X