The Information reports interim CEO and CFO Colette Kress has repeatedly
objected to high‑risk deals pushed by Jensen Huang and may pursue a more
conservative operating strategy. Kress opposed a prior plan for NVIDIA to
provide up to $250 bln in credit support to OpenAI; that package was split and
NVIDIA now commits about $100 bln. After data center project delays and
canceled cloud deals, Kress has moved to reduce NVIDIA’s concentration risk—the
company has already provided more than $100 bln in investments and credit
guarantees to customers and supply‑chain partners. Some investors fear financing
support could be tightened after Huang’s departure; one cloud customer is
Reportedly weighing a switch to Google or AMD chips. Kress must also navigate
customer procurement diversification, tighter U.S. export controls and internal
power realignments; she has previously clashed with Huang and his family on
company matters.
