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Emily Chang's four-city road trip with Jensen Huang becomes a reckoning

Filmed in October and released the day he resigned, Bloomberg Originals' 45-minute special lets Huang argue for AI's future before the story turned against him.

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Bloomberg Originals Story of November 13, 2026Trari Newsroom

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The Rise and Reckoning of Jensen Huang | The Circuit with Emily Chang

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0:00The film opens with the crisis: Huang's affair disclosure, the investigations and his resignation.
4:02In a Paris café, Chang uses a mille-feuille to show Nvidia spreading across every layer of AI.
9:08Huang says his role with Trump is to inform leadership, not to agree or disagree.
12:27His pitch for "sovereign AI": countries building their own AI infrastructure, on Nvidia hardware.
23:14His one firm limit: agentic AI systems that developers cannot monitor should not be built.
41:02Huang discusses Nvidia's flat structure, his workload as CEO and succession, including his children.

"The Rise and Reckoning of Jensen Huang" was meant to be a road movie. Emily Chang followed the Nvidia chief through Paris, London, Stockholm and Berlin in October for her Bloomberg Originals series The Circuit. By the time the film went up, its subject was no longer running the company.

The opening minute carries the news. According to Bloomberg's description, Huang disclosed an extramarital affair with a woman the US reportedly suspects of spying for China. Nvidia and the Trump administration opened investigations, reports followed of an alleged workplace relationship, and on November 12 Huang resigned. The film reports this plainly, then rewinds to the tour.

What follows is Huang at full volume. Crowds Chang calls "Jensanity" mob him at events and, in Berlin, at a Saturn electronics store. In a Paris café, Chang uses a mille-feuille to show how Nvidia has spread through every layer of the AI business, not just the chips at the bottom. In a London hotel, Huang looks back on the company's early days, and an animated sequence traces his route from Taiwan to a job at Denny's to founding Nvidia in 1993.

Chang presses him on the hard questions. On Donald Trump: "It's not my job to agree or disagree." On China: "Although we compete against China, they're not our enemies." On calls from other AI leaders to slow down, he argues that safety and capability are "one idea," while drawing one firm line: "If you're developing agentic systems and you can't monitor it, you should not do so." In Stockholm, Spotify's Daniel Ek joins him on stage and pushes for more speed, not less.

About 2.7 million people watched it in its first day, and the comments arrived more than twenty times faster than on the channel's usual first day. Much of the talk is about timing: a long, polished film landing on the day its central character stepped down, and how the team must have reworked it at the last minute.

The final chapter is where the timing lands hardest. Huang talks about Nvidia's flat management, the grind of the top job and who might follow him. His daughter Madison and son Spencer both work at the company.

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