Welcome back! Jensen Huang is stepping down from Nvidia, the company he turned from a video game chip maker into the engine of AI. Colette Kress, its finance chief for 13 years, is now in charge and keeping her old job too. Google released Gemini 4 Hydrogen and put it straight into Search for everyone. And a global Microsoft outage took Copilot down and locked ChatGPT and Claude out of Outlook.
In today's Generative AI Newsletter:
Jensen Huang: What does he leave behind at Nvidia?
Nvidia: Who is the woman now running the company?
Gemini: What’s new in your Google Search today?
Microsoft: Which AI tools did the outage affect?
Nvidia’s Jensen Huang era is over
Jensen Huang is stepping down from Nvidia, the company whose chips power the AI boom.
And those chips were never meant for AI.
Nvidia made hardware for video games. Then Huang put years and serious money into a use nobody had requested.
1993: Huang started Nvidia with two colleagues and $40,000. The plan was graphics chips for video games.
1999: Nvidia shipped the GeForce 256 and called it the world’s first GPU. It was built to draw pixels, but it could also run thousands of calculations at once.
2006: Huang bet the company on that side effect. Nvidia released CUDA, software that lets researchers use a GPU for any kind of math. Wall Street asked why a gaming company was building tools for physicists.
2012: A neural network called AlexNet won an image recognition contest running on two Nvidia gaming cards.
2016: Huang hand-delivered Nvidia’s first AI supercomputer to a young lab called OpenAI.
2023: After ChatGPT took off, every AI company wanted Nvidia’s chips. Nvidia became a $1 trillion company.
2025: Nvidia passed $4 trillion in value.
2026: Huang steps down after 33 years.
Without his leadership we may be many years behind where we are today.
Whatever comes next, the AI era will keep running on the engine he built.
Who takes the wheel now?
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Nvidia’s next chapter: Colette Kress
Nvidia named Colette Kress interim CEO, putting its finance chief in charge of the world’s most valuable chipmaker.
And she’s keeping her old job too.
Kress stays on as CFO while the board looks for a permanent CEO. For years she has been the other voice on Nvidia’s earnings calls, reporting the results next to Jensen Huang.
13 years at Nvidia. She joined as finance chief in September 2013.
Nearly 25 years in finance before that, at companies including Cisco and Microsoft.
2 jobs at once: interim CEO and CFO, until a permanent CEO is named.
1 search is underway. The board says it will consider people from inside and outside Nvidia.
November 17 is her first earnings report in charge, and a company-wide meeting follows the next day.
In her first email to staff, Kress wrote: “I believe deeply in this company and in its future.”
Can the person who ran the numbers run the company?
Faster, sharper and free: meet Gemini 4 Hydrogen
Google released Gemini 4 Hydrogen, a faster AI model built for everyday work, and gave it to everyone.
And it’s already inside Google Search.
Google calls it the biggest model upgrade to Search yet. It’s live worldwide for all users, and it’s in the Gemini app too.
2.5x faster than Gemini 3.8 Flash at finishing tasks.
5x fewer made-up claims than 3.8 Flash, Google says.
51 on the Artificial Analysis index, one point above Gemini 4 Argon, one of Google’s top models.
4 thinking levels, from low to a new “xhigh,” so you only wait for as much thinking as a task needs.
$1.50 in and $7.50 out per million tokens for developers.
Free in the Gemini app. Free users get Hydrogen automatically when it’s the right model for the question.
In Search, you can now ask long, messy questions with several parts, typos included. You get back tables, images and a wider range of links.
What’s the first thing you’ll ask it?
A global Microsoft outage hit AI too
Microsoft suffered a global outage on Thursday that took down Outlook, Teams and Copilot.
And it locked ChatGPT and Claude out of your inbox too.
Both use a connector to read your Microsoft email and calendar. When Microsoft’s servers stopped answering, the connectors stopped working.
The outage began at 12:52 PM ET and dragged on for more than 10 hours.
At the peak, Downdetector logged about 130,000 reports of Outlook problems.
Copilot went down along with Microsoft’s own apps.
ChatGPT and Claude kept running, but both lost their link to Microsoft accounts.
OpenAI said its Microsoft tools were “not working as expected,” and Anthropic said mail, calendar and search were “failing for most requests.”
Microsoft says it wasn’t a surge in traffic. A number of its servers became “unexpectedly unavailable,” which strained the rest.
Microsoft paused all deployments and is restarting the affected servers. On Friday morning, Anthropic still listed the problem as open.
Your AI is only as reliable as the apps it plugs into.
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Everything else you shouldn't miss
AI chatbots are sending shoppers to fake store websites: a study of 6,795 answers found risky sites in 15% of Perplexity’s answers, 8% of ChatGPT’s and 4% of Gemini’s.
Hackers stole Notion AI chats in a breach at Fireworks AI: Notion says around 1% of its customers were affected, and it’s the second breach at Fireworks in two months.
An OpenAI board member says an AI accident is the most likely way you’ll die: Paul Christiano told a lecture audience in Toronto that AI systems could try to seize control within the next three years.
Google’s Gemini glasses are up for pre-order from $395: made with Warby Parker, Gentle Monster and Samsung, they weigh about 41 grams, work with iPhones too and reach stores on December 10.
Four nonprofits sued five AI companies to freeze new models: they asked a San Francisco court to stop Anthropic, Google, Meta, OpenAI and SpaceXSI from developing or deploying new AI models, and the companies haven’t commented yet.
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