Video taking off 59x its usual first day

Dan Ives calls replacing Jensen Huang "a comedy"

CNBC's anchors press the analyst on accountability and succession as Nvidia's board investigates its chief executive.

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CNBC International Live Story of November 10, 2026Trari Newsroom

Why this story? The video opened at a pace of 115,745 views a day, 59 times a normal first day on this channel (1,966).

Ives: Talking about replacing Jensen Huang is comedy

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0:00Ives calls the situation a reputational blow for Huang and Nvidia.
0:49He dismisses replacing Huang, arguing that the chief executive is central to Nvidia's AI strategy.
1:42The discussion turns to regulatory and political hurdles facing Nvidia chip sales to China.
3:09An anchor presses Ives on political ties and the seriousness of the espionage allegations.
5:03Ives identifies leadership stability, regulatory scrutiny and future business prospects as sources of investor uncertainty.

CNBC puts a list of possible Nvidia successors on screen. Dan Ives's argument is that the company should keep the man already in charge.

In a Squawk Box interview on CNBC International Live, the analyst calls the situation a "black eye moment" for Jensen Huang and Nvidia, but dismisses the prospect of replacing him: "Talking about replacing Jensen, that's a comedy."

The interview follows CNBC's report that Huang admitted to an affair with a woman alleged to be a Chinese spy, and that Nvidia's board has launched an investigation. The espionage allegation remains an allegation, not an established finding.

Ives, partner and senior managing director at Yorkville Ives & Co, makes a business case for Huang staying. He describes the chief executive as central to Nvidia's strategy and its position in artificial intelligence, arguing that Huang and the company have been a major obstacle to China narrowing the AI gap with the US.

The anchors keep returning to questions that argument does not settle. One asks whether Nvidia's flat corporate structure makes replacing Huang practically impossible. Another presses Ives on political connections, ethical concerns and the seriousness of the allegations.

The interview passed roughly 100,000 views in its first seventeen hours, far beyond the channel's usual opening day for comparable videos. Its central tension is not resolved by the succession graphic: Ives argues for leadership continuity, while the anchors ask what accountability should look like.

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