Jensen Huang Resigns as Nvidia's $105 Billion in Data Center Guarantees Come Into Focus; Senate Permitting Bill Clears Cloture
Friday, November 13, 2026 · 12 min
Nvidia's CEO resigned Thursday, putting a spotlight on the guarantees behind campuses like PORTS-Pike, while the Senate's BAAJA cleared cloture with its data center size threshold reportedly removed. PJM's market monitor tallies $29.4 billion in data center-driven capacity costs, and Amazon, Microsoft and Google move to drop local-government NDAs.
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Nvidia's CEO resigned Thursday, putting a spotlight on the guarantees behind campuses like PORTS-Pike, while the Senate's BAAJA cleared cloture with its data center size threshold reportedly removed. PJM's market monitor tallies $29.4 billion in data center-driven capacity costs, and Amazon, Microsoft and Google move to drop local-government NDAs.
In this episode
- Nvidia’s leadership reset tests India’s AI compute pipeline | Communications Today — Communications Today
“Jensen Huang resigned on November 12 as president, chief executive officer, and board member, effective immediately, after a week of escalating allegations about his personal relationships and their national security implications. Chief financial officer Colette Kress is serving…”
- Senate permitting bill bolsters data center provisions, moves to full vote | White & Case LLP — Ruta Kalvaitis Skučas, George Fatula, Chimera Thompson, Aaron Bryant
“While the prior version of the proposed legislation limited the definition of “computational loads” to data centers and computing facilities of 20 megawatts (MW) or greater, the substitute amendment eliminates the threshold altogether.”
- PJM customer costs could increase by $10 billion after Dec. capacity auction | S&P Global — Jared Anderson
“"The inclusion of existing and forecast data center demand in PJM's capacity market has resulted in an irreversible increase of $29.4 billion in capacity market costs for all customers to date," Monitoring Analytics, PJM's IMM, said in its Q3 state of the market report.”
- Amazon, Microsoft and Google pledge more transparency on data center after NDA concerns — Yahoo
“Three of the nation's largest technology companies are promising greater transparency about their data centers after Channel 2 Action News Investigates uncovered nondisclosure agreements between tech companies and Georgia governments that blocked public access to information…”