Nvidia's Jensen Huang has reportedly been forced out, and it's bad news for the companies betting billions on charging people for AI.

• Huang is out as Nvidia's CEO, according to a breaking announcement referenced in the discussion.
• China can't yet build the best AI chips, so instead it's giving away top-tier AI models for free, and they've become the most downloaded in the world.
• If free AI from China is good enough, no US company can charge much for AI, which undercuts the trillions already poured into building it.
• Huang's own business, selling the chips that power AI, actually benefits more from free, widely-used AI than from AI being locked behind paywalls, putting him at odds with companies trying to sell AI subscriptions.
• That split made him a hero to some and a threat to others, depending on how they planned to make money off AI.

Outlook: Expect a fight over whether AI ends up free and widely available like China wants, or locked behind paid products like many US companies need it to be.