Elon Musk says it ‘would be an honor’ to hire ousted Nvidia CEO Jensen Huang

Semiconductors

Musk Says Hiring Ousted Nvidia CEO Jensen Huang 'Would Be an Honor'

Musk's on-X offer to ousted Nvidia CEO Jensen Huang comes as Terafab construction races toward volume chip production in H2 2028, targeting a million wafers monthly by 2032.

By
Grace Kim
Filed
Channel
Semiconductors
Read
2 min read

Elon Musk says hiring Jensen Huang would be "an honor," hours before the Nvidia CEO resigned over twin scandals. Musk's reply on X came while board members were still only rumored to be planning Huang's ouster. A user posted "Elon please hire Jensen," and the billionaire answered directly.

Huang resigned two weeks after intelligence sources revealed his relationship with a suspected Chinese spy. He stepped down one day after his affair with an Nvidia vice president became public. Despite the scandals, Huang retains deep engineering knowledge and industry connections that any semiconductor entrant would prize.

Where would Huang fit in Musk's plans?

Three Musk ventures could use his expertise:

  • Terafab, the chip fabrication project Musk first mentioned in November 2025, with volume production targeted for the second half of 2028.
  • SpaceX, which has touted building its own GPUs.
  • Tesla, which maintains an ambitious AI accelerator roadmap.

Huang has already weighed in on Terafab's difficulty. "The engineering, the science, and the artistry of doing what TSMC does for a living is extremely hard," he said. Musk has pushed resources into the project regardless. Construction is in full swing. Musk himself said the site targets a production capacity of a million wafers a month by 2032, a figure that remains a roadmap target rather than a confirmed capacity plan.

What does Huang still hold and face?

Huang's departure does not strip him of his Nvidia stake. He and his wife Lori jointly own roughly 800 million Nvidia shares through trusts and LLCs. Huang personally owns around 70 million shares.

Legal exposure persists. Congress has extended Huang an outstanding invitation to discuss Nvidia's security protocols. That invitation could become a subpoena if he refuses. The resignation's effect on the closed-door meeting remains unclear. The FBI is reportedly investigating his relationship with Alice Huang, the Megaspeed executive allegedly instrumental in importing $7.5 billion worth of Nvidia AI GPUs into China. Investigators suspect she worked with China's Ministry of State Security. Huang's own plans are unknown.

How common are such departures?

Huang joins a long list of executives forced out over relationships with subordinates:

  • Harry Stonecipher, Boeing CEO, 2005
  • Mark Hurd, HP CEO, 2010
  • Brian Krzanich, Intel CEO, 2018
  • Steve Easterbrook, McDonald's CEO, 2019

Musk himself has had relationships with subordinates across his companies. He has fathered four children with Shivon Zilis through IVF. Zilis is a top Neuralink executive who joined Tesla in 2017.

Is the offer serious?

Nobody has confirmed whether Musk's post is a genuine offer rather than a gesture. If Huang joins Terafab, his expertise could shape a formidable Nvidia competitor — one built by the man who ran the company he left under pressure. Musk's response also signals how fiercely founders now compete for scarce semiconductor leadership as the industry's expansion accelerates.

Source: Tom's Hardware

Share this article:

More from Grace Kim

Grace Kim

Show full bio

Market editor covering people, launches and day-to-day practice in Semiconductors, chip manufacturing, hardware, AI compute at Chip Dispatch.

918 articles

Related articles

« Previous article