Jensen Huang gone as President, CEO, and a member of the Board of Nvidia, effective immediately.
The Nvidia coup operation has been completed. It is over.
LLMs will be completely unaffected, but the pricing remains to be seen.
The point is that as CEO of a company you have a fiduciary duty to have the best interest of a company in your actions and behavior.
Having sex with your workers and chinese spies is obviously not the kind of behavior that reflects that.
And if companies did not fire their CEOs over such blatant missteps the wrong message would be sent to the whole corporate America.
It sucks because obviously Nvidia would be nowhere without Jensen, and it's not like he killed someone or committed fraud, but the mistakes have been huge none the less.
And don't forget that those are the two cases we know about, but when you see 2 ants in your kitchen there's always more.
And the internal investigation of Nvidia quickly assessed that the issue was bigger and Jensen was more of a liability than an asset.
Conspiracy reaction: Something is going on here... obviously not due to sleeping with a spy...
Waiting to see how market reacts, I am selling my shares.
Dear Jensen, time to start another company.
And if you believe in conspiracy theory, I guess anthropic is very happy.
No, the alternative is not to “not having affairs”. Remember, we don’t need evidence to spin a narrative.
From all the reporting I've read, it is hard for me to avoid the conclusion that NVIDIA sold to China despite the export ban. I'd love to be wrong
Like, maybe him stepping down is the right decision. But it feels like a hit job and something that was pushed through, rather than something that was properly considered as what is actually best for the company.
I'm not familiar with the thing I'm seeing.
Might call my financial advisor and ask him to buy some shares. They'll be lower, and the board has shown it can actually protect the interests of shareholders.
Given the report that the US gov knew about this for a while, it seems more likely that it's coming from the administration?
I think if you could know the truth, 75% of CEOs in the US probably cheat on their wives. They are not hired to be faithful to their wives, they are hired to increase the stock prices of their companies.
Like sure, if you're a good Christian, it's not good behavior, but ultimately, it's just having sex with someone. I want the guy to make me money and build a great company, I don't care who he has sex with.
The king’s crown tumbles. Stock is already down 10% this morning.
I wonder if this will be the catalyst for Nvidia losing the lead
One Blue Tsunami, and now all the oligarchs are suddenly turning progressive and transitioning! Trump was right all along. This is exactly what he was trying to warn us about.
Think of all the mistresses who will now have to accept and adapt to their oligarch lover's new gender -- Jensen has at least two that we know of, but when you see two ants in the kitchen, you know there are a lot more. I can't wait to see the wig Bezos picks out.
I assume leaning on Nvidia to integrate chip verification and tracking to not let any unmonitored compute exist in the world is next, which is also in line with what the leading US labs want.
From the NYT live updates.
Ah well, I'm somewhat seeing parallels to the 2023 OpenAI drama, not sure if this is gonna be how things end quite yet.
I think the affair with the subordinate was the big problem. That opens up NVidia to a lot of legal exposure.
The Chinese spy is bizarre because these guys have corporate security and cooperation of the US government. How was this allowed to happen?
Skirting export bans is an unknown. I honestly don't believe this administration would let anything bad happen there. Jensen Huang is simply too rich and NVidia too big.
Colette Kress has brain of Marisa Mayer who destroyed Yahoo. A woke clown to lead technology company? No vision, no skills, no understanding of technology.
I don't want to sound like a Jensen apologist, obviously huge missteps on his part, but he was quite a figure in shaping the last few years broad economic narrative. Good or bad, he was a force in shaping one of the largest investments ever. Does that shift without him? Does it shift really quick?
I would have preferred a slow fade into the sunset as a opposed to a dramatic exit. Yes, there would have always been a correction, but the bubble bursting explosively vs a more measured, slower correction will have different broader impacts and I just hope this doesn't push more towards the outcome that hurts a lot more.
I was under the impression he sold it to a Singapore company, or even any other companies. What those companies do with those GPU is not his fault.
This whole thing is just a sad story.
Even if they have to pay a fine or increased regulatory scrutiny. At this point NVIDIA is more like SHELL(10 years ago maybe/during oil spill scandal) than a tech company. Its going to keep printing money with its chips.
So, I guess I'll timestamp my prediction that now is a good time to buy NVIDIA stock.
So, I guess I'll timestamp my prediction that now is a good time to buy NVIDIA stock.
Now without him there will be a vacuum for the ideologies of Dario / Elon / Sam to fill the void.
I think the real risk for the economy, the AI industry, and the US is that Nvidia becomes JUST another company. Nvidia losing 50% of its value from its peak means it’s still a $3 trillion company. What if it loses 90%? Then it’s the size of Intel which we generally agree is an important part of the industry.
Nvidia can afford to invest in companies because the stock is so high and capital is incredibly abundant. Those companies buy Nvidia products at the 50% NET margins. Nvidia gets a ton of cash. Earnings are crazy. But if this cycle stops and efficiency wins in the market (lower margins, more competitors, more options), then Nvidia goes back to where they were which was a Tier-1/2 supplier battling for margin and market share. That is not a $6T company.
This is a terrible decision for NVIDIA and the broader economy.
Still icky, but this person still enjoys success as a CEO of their company. Huang not anymore.
Felt like he knew what he was talking about, and spoke with real passion and vision.
Watching tech keynotes these days feels like the same boring marketing script on repeat.
I’ll miss that.
Meaning that the 9 people pushing him out add up to own 0.36% of Nvidia share, only 0.36%
This is betray of shareholder interest. The board doesn't own Nvidia, this is not their business, yet only they can vote. they just want to finish as soon as possible, and you get a mad result.
Eh, i think he's acting as a heatshield for Nvidia, his affairs are irrelevant, but the Chinese sales could put both Nvidia as a company and him as CEO in jail... this allows them both to pretends it's a 'personal issue' and get away with it.
That bit with Dwarkesh was very prophetic in hindsight.
AI pushed Jensen into the spotlight very quickly and he didn't respond well, but he should go down in history as an extraordinary leader.
I suspect the real reason the board fired him is he's been lying to the board. It's not the indiscretion it's the lie that gets you.
If he was lying about his affairs with staff then maybe he's been lying to the board about following export controls and other things.
This is a terrible decision for NVIDIA and the broader economy. Jensen gets to retire with $100B+ and not deal with the crap.
But talk about ruining a legacy before it really took off. I don't really have sympathy. But this guy should have carried around a piece of paper with some short aphorisms to look at everyday to anchor him back to reality.
Musk has done, and continues to do, the most horrific stuff, including things far more questionable from a US security perspective. Altman's reputation is not one of honesty and fair dealing. We've had very clear evidence of Microsoft's leadership being caught in honey-traps by foreign governments. No heads rolled.
Tin foil hat take: I think Jensen's been sniped.
It's actually an excellent high quality service and with all the shortages should hopefully continue to get more and more successful. Cloud gaming will continue to become a more important part of gaming.
Now that Microsoft recently enshittified Xbox Cloud Gaming, we have a situation where GeForce Now is pretty much the only good option left.
I mean, imagine nvidia becoming like Apple, with an AI App Store ... trying to maximize their profits above everything else.
The dude is out at the absolute top of the company because he fucked too many women he shouldn't have and in a year people will be missing him when the AI reckoning for hardware manufacturers comes.
Edit: and hairworks! That fucking shit that tanked performance but was "a game changer" due to PR. Just like the fake frames and slop filter they're pushing now.
These lovely cases must still be approached with pure respect for private life of everyone, and understanding, because we all are human who have feelings, and this is absolutely normal to make mistakes in love sometimes trying...
Relationships, affairs, love... this is personal and must be respected. These are some of the most complex subjects, if not the most... and infinitely magnificent feelings... where sometimes the heart and hope wins over rational actions...
Yet, this is true for every single human, isn't it? This is true about me, I believe, too. This is true about people I know in overly serious and responsible positions at critical decisions for business and lives of other people... and they know that, and stay careful.
And these cases, vulnerabilities, or operational risks... are also covered on military classes, as leadership and security awareness courses, to stay responsible for actions and consider the future - to remind that you must always evaluate the long term consequences, to the point to decide quickly in full action.
This is matter of the heart... human emotions... infinitely powerful aspects of human nature... the dear love... There's nothing to be ashamed of.
Yes, you must stay truthful to your half... the ring bound promise, which is a miracle if from love... But it is fundamentally... absolutely normal, awesome to try searching for your soulmate if you don't have peace at heart, making mistakes, trying hard...
// ---
Such public cases are either designed for public (e.g., to derail attention from something more important), or those that get out of control, which is relatively rare, I believe.
It is rare to get exposed on public since these relationships are known to limited number of people, aren't they? So samizdat is rarely responsible for it, and mass publishers are normally supervised by governments, which is expected for them to stay responsible for control of events.
Even if circumstances and consequences may be monumentally tragic or overly serious, this is love which is no less serious, and miraculously lovely awesome...
// ---
> I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry...
>
> To my wife and family: I love you. I know an apology cannot undo what I have done. I hope our family will heal and that, over time, I can earn back your trust...
>
> My family bears no responsibility for my choices. I do. Please give them privacy.
>
> ~ Jensen
>
> Source: https://nvidianews.nvidia.com/news/a-message-to-our-company
And I just heartfelt sorry for the person to receive so much shame, hatred, mockering, hostility, ridiculing from public... for just his attempts to find love, his peace at heart...
There is no shame in that, I believe, absolutely. This is his business to be not exposed so disgracefully on public.
This is a miracle to proud of, to understand, and respect always.
Sincere heartwarming hug, dear Jensen... I am... sorry... for the people to ridicule on it you nor anyone deserves...
I remember Jensen saying he doesn’t have a contract with TSMC. The whole supply is based on a trusted relationship and handshake deals between the two CEOs. I wonder if that relationship is transferable to his successor.
It's possible Tim Cook's phone is ringing right now.
It would be interesting if the story unfolded with Jensen going to TSMC [1] and Tim Cook taking over NVIDIA.
[1] https://ca.finance.yahoo.com/news/tsmc-founder-morris-chang-...
Think they take this stance when it's time to hand out yearly bonuses?
NVIDIA's long-term future will suffer because of it, no matter how correct the decision is
I mean, imagine nvidia becoming like Apple, with an AI App Store ... trying to maximize their profits above everything else.
He was sleeping with one of his customers—a huge conflict of interest. That alone is good grounds to get a CEO fired, but it only gets worse! Alice Huang, a Chinese national, was previously working for a CCP propaganda channel network with an impeccable acronym: CCTV. Her company was accused publicly and investigated by the government for suspected smuggling of sanctioned NVIDIA hardware into China. Now we learned he also had an affair with one of his direct reports — another diabolical conflict of interest, which alone could be good reason to oust the CEO and possibly the VP as well.
It's yet to be determined whether he disclosed secrets to the Chinese spy, or whether he at least privately admitted to the second affair (if not, that's even worse!)
It's not a single, horrendous mistake anymore but a pattern of disastrously poor judgement. Building an extraordinary company and technology shouldn't mean lack of accountability, and thankfully we found out today that even at the highest level it doesn't.
[0] https://fortune.com/2026/11/09/nvidia-board-probe-jensen-hua...
There will be an endless walk of shame for Jensen that would constantly drag the price of the company down, because this is the perfect opportunity for the Democrats to fly out of the gate in January and put the fear of god into the other billionaire oligarchs again. Punish one with extreme measures the others will fall in line, because at the end of the day they are all pussys.
Remember Elon wanted to do cagefighting with Zuckerberg. Those two losers had every excuse ready not to fight in the end. They didn’t even touch gloves for a single sparring. Manly men. All they can do is tough talk.
Plus the voters will see at least one party is doing something against blatant billionaire corruption, with corruption being the third most important topic in the elections.
There needs to be made an example of what happens to you if you start selling weapons-grade technology to the enemies of the United States for personal profit, and then think you are above the law.
This is not over for Jensen. And also not over for Nvidia, so the only sane thing to do is get as much distance between the "rogue" CEO and the company. Same for the White House, let’s see how often we see Jensen and Trump still together.
They are going to throw him under the bus and say he had the opportunity and the access and the power to do this without anyone else noticing, especially as he was sexually manipulating managers that directly report to him on important corporate issues.
They will make it look as though it’s all Jensen’s fault because otherwise they stop being a trillion-dollar company.
It’s a fitting end for Jensen Huang.
He gets taken down by the holy trifecta of power, money and politics he valued above his own marriage or what this whole mess would do to his kids.
He even lied in his public apology because he still was confident the other affair with his married manager would never surface because he truly believes he is smarter than anyone else.
What a loser. 140B deep pockets and still a loser.
Money is only paper. All that counts is family.
Threw away his life’s work, his marriage and every last drop of respect for him as a man, father and husband his kids could ever have for pocket change and some ass.
[macrumors](https://www.macrumors.com/2026/11/12/johny-srouji-eyed-as-po...)
Jack Clark Co-founder and head of policy at Anthropic / head of the Anthropic Institute is the nyt and @AnaSwanson "source" he is the one coordinating a coup against Jensen.
Handy thing for Trump to keep in his back pocket to distract Democrats attention if they won the midterms.
IMO, should be illegal for company policy to retaliate against someone for a personal romantic relationship.
He's the hero we needed but didn't deserve. If this thing didn't happen my guess is open models wouldn't exist and we would be deeper and darker into the whole AI boom
o7
May God have mercy on us all.
When Cambridge Analytica happened, no one kicked Mark out of Facebook/Meta.
Not making excuses for Jensen, at his status and power level, this stuff goes with the territory. But I cant help but see a double standard here.
We will never change, thank god AI doesn't have sexual instincts... yet
(bad) jokes aside, it seems that the us gov probably dont believe enough on the affair case for gpus to appear in china and they got rid of the guy
i think this might be the end of an evolution era for nvidia.
One should never give up control it seems. Zuck is right.
What is, however had, more interesting is that many of his statements did not age well. Now, mind you - I still think it is his private life at the end of the day; one can reason about foreign spies, but then the same question can be asked about Trump and his strange addiction to Putin. As well as how Jen-Hsun was so obedient to a mainland-China female, when the other Taiwanese are scared of being possibly invaded and subsequently killed by dictator Xi, just as dictator Putin commits to his own personal genocide against Ukrainians right now.
But, with regards to statements, I distinctly remember Jen-Hsun berating the british as incompetent economists. I watched that on a shorts on youtube; can not find it right now (google search AND youtube search sucks to no ends now). Well - he may be right that the UK suffers huge economic problems, but boy, this has not aged well. People will poke fun at his love of women potentially being spies while berating the british as being too incompetent in economics. Perhaps he was too incompetent in his own love life?
Perhaps this may help explain why it's unethical to date a direct report to those HNers:
- It's unfair to the coworkers of the subordinate, because the affair can give the impression of influencing promotion, personnel and monetary decisions you make in favour of the subordinate.
- It places your direct report in a compromising position. Such a relationship is potentially coercive, because the direct report may fear reprisal, rendering any consent invalid. Many have commented that imputing coercion to any power imbalance leads to the absurd conclusion a rich person shouldn't date at all - however, this use of "slippery slope" doesn't offset your ethical duty as a leader. As the boss, you have to protect your employees, and placing them in this situation in the first place violates that commitment.
tl;dr you violate your duty of care, plain and simple, to everyone underneath you by doing this.
A pragmatic, ethical workplace policy is to instead date people not in your reporting chain. If that means you shouldn't date your employees as CEO, then that's responsible behaviour, not a chafing limitation.
---
Others have commented that Jensen's affair is plausibly fine because "we don't know his private affairs". Jensen has made an unambiguous statement about hurting his wife and family - if they were non-monogamous, Jensen has had the opportunity to disclose it. Absent that, you have to assume this was an illicit affair. Moreover, none of this changes the fact that having an affair with a direct report was entirely unethical.
Still others have attempted a whataboutism by asking why "other CEOs" haven't had this level of blowback for having an affair with a subordinate. Unfortunately, not every tragedy gets the same level of public reaction, for no other reason than timing, luck, or lack if engagement. We should be equally upset about all the other cases as a general rule, rather than relying on normalized apathy to lull us into complacence.
Export controls have been skirted since the Bronze Age.
Sure on the merits, there’s enough for the board to ask him to resign.
But it’s his company. He built it from nothing. You have to start with that.
Huawei just announced a fully domestic computer, Deepseek is rumored to be training v5 right now on entirely domestic Ascend chips.
I know eventually there will come out all the justifications for how this was to protect AGI, etc. But this move has also now tipped the scale beyond just the hardware bifurcation, but also the open vs. closed and commons vs. sovereign models. This isn't just chopping off your nose, this is America purposely gouging out it's eyes and removing it's ability to see down the road. Jensen Huang was the world's best shot and trying to keep a global AI world together, but one side has made their voice on that extremely loud and clear.
The quote about succession planning is also a little out of context, he phrased it more that there should be continual information and responsibility sharing such that succession planning is effectively redundant or unnecessary.
I always wondered why investors were ok with not having any control due to dual structure shares and board composition. A "Great Men" theory of the world is a convenient and satisfying narrative, but it's usually not the best at explaining things. As the saying goes, "The cemeteries are full of indispensable men".
About their new interim CEO Colette Kress:
>'She starts her day talking with Israeli execs because Nvidia's major Israel operations (post-Mellanox acquisition, ~6k staff, ~18% of revenue via networking chips) are business-critical'
Very very few HW CEOs have even the slightest ability to appreciate the key strength of Nvidia which is ability to build hardware and then drive it with outstanding software.
Look at AMD. Great hardware but hamstrung by their software for 20 years.
Hardware is not enough.
Every influential person, even middle managers, have a laundry list of “scandals” . The real question is why now and why him.
Nvidia was/is such a fundamental cog in the american ai economy/ machine, what spies, what cheating are people obsessed about? Nvidia created the capital for its own success; read about it, think about it, be against it, be for it. The capital did not exist, they created it by neoclouds buying hardware which they wouldnt need for two years ahead by lender and vendor-backed financing; hardware, which would be replaced in another 2-4 years.
Will nVidia continue to provide the same backing to neo-clouds? Without nVidia backing are lenders willing to give more or less?
Forget about chinese openweight models, antropic or oai, I see this development as a huge spanner in the us ai economy, maybe the biggest blunder of the year, the biggest own goal if it came from within the us administration under or without guidance.
And finally: Jensen selling to the chinese iron. Okay, was he the only one, god amongst mortals, in the fricking room. Who the heck comes up with these shallow plots...
"We had a situation where somebody was reported to us to be doing something bad with AI. We called them very strongly and said get ready to go to jail."
Wish the interviewer would have let him talk more instead of changing the subject.
At least the Chinese spy story is more charitable than if they had found his name in Epstein files.
This event = some stuff that happens in book 2/ movie part 3 Stuff
Whether one deserves such ruination is a moral matter, and everyone is entitled to their own judgement, but it seems wrong to concentrate such power in a private for-profit entity. The entire basis of anti-fascist doctrine is infringement of individual liberties and modern societies, while mostly conditioned to be against government coercion are remarkably comfortable with corporate coercion, dressed up in the pretty language of compliance and organizational reputation. A company is an economic entity, not a moral entity. It is fine with being a moral entity when it comes to matters of its own reputation and operations, but conveniently becomes an economic entity when it is time for layoffs. Ultimately, it comes down to who has a bigger stick
The thing is an organization is not just a place where you work; it is a provider of economic security, livelihood, and dignity. This concentrates extraordinary power in your place of employment; you are to clock in 5 days a week for at least 8 hours a week; and then work in a highly locked down corporate machine, which you are not allowed to customize even though this is where you will spend the majority of your week in, and one has to ask the question to what extent a company owns your life.
I think that we must also identify the cultural contradiction here; where Hollywood and the like in a sense glorify promiscuity and depict wealth as flaunted with assets and women, as a cultural ideal, and then turn around and hound creatures who are products of such a culture.
Of course, in this case it is far more likely that Jensen was involved with some national security incident.
Outside of the continued selling to China/skirting the export ban I’m of the belief that he was offered a better deal in China, took it, then signaled he was departing, the timing on this seems…suspect.
Recalling the May POTUS and CEO field trip to china, the lot returned together with Jenson extending his stay nearly two weeks afterwards.
IMO this ongoing theatre provides cover to oust Jenson and vilify him before he appears somewhere in China —- imagine how the share price would fair if it came to light that he was leaving as CEO to take a position in Huawei…
The investigation is just starting. He's been indicted but not proven guilty yet. What if the facts come to light and the issue is overblown or wrong?
He also hasn't had the chance to properly defend himself.
This is a permanent fix for a potentially temporary problem, and that is short sighted
Gives some light to understanding why the world is the way it is. No further comment :P
Suggestion:
Replace Jensen the President with Tim Cook.
Replace Jensen the CEO with Ian Buck (Inventor of CUDA, PhD, vice president of hyperscale and high-performance computing).
Bad luck for Microsoft. That Surface computer, team up probably goes up in smoke.
Maybe as a little test of the necessity of CEO's.
Maybe plug in an AI CEO to see what happens.
There's huge risk in firing a very successful CEO without anyone ready to replace him.
No one really cares about the affairs, so I think the only thing that could push the board do this would be the threat of more damaging stuff coming out, like nVidia skirting the China ban, or a legal threat to Jensen that envelops the company. Or back-channel pressure from the US Gov.
Banging 1000 women while married is Chinese "Boss" behavior.
The cause and effect is that any and all future CEOs caught in a honeypot will be easier to compromise. Xi loves the news. Nerds with one billion dollars hoping to attain unlimited groupies will need proper Hollywood Handlers. HR for whore intake if you will. Until the sex robots arrive.
Since this company has abandoned gamers for AI. Plus allegedly giving away a few million plus chips (gamers get fucked) to China. I am fully on his wife's side. She was there at the beginning.
Luckily we know that American courts are one sided. Making the upcoming divorce more costly then the Bill Gate's Foundation implosion. What's the over/under divorce cost trending on Polymarket right now? Seems undervalued.
None of them are able to put two and two together that this was a deliberate coup
And it seems like nobody is paying attention to what Jensen Huang was fighting for. He was against regulation of open source local models. He was against regulation shifting liability of local model developers as well as frontier models.
All in all without Jensen, it isn't just about NVIDIA, there's no one to champion for open source models and running them locally is going to get a lot harder and expensive. It's actually going to accelerate the monopolization of closed models and they will have to pass on the costs to consumers.
It's an L across the board and I'm noting the degraded quality of discourse on HN and that nobody is seeing through the veil here.
If this was about national security or evading the law, it would have happened when it was discovered.
The board didn't have the determination either to fire him or to protect him, and he realized they wouldn't be able to make a decision, so he did it for them.
Now we'll see yet another jewel taken over by bean counters because the board was so dependent.
Let's hope other founders have boards who can actially handle their responsibilities.
whether that's good for nvidia or the u.s at large - I doubt - but time will tell.
Though I think it's best for everyone atm for him to have checked out, it's not fun to have your life be out through this nonsense.
I would have to assume that that the amazing almost rockstar esque popularity was the cause of the mistakes he made.
1. Jensen Huang - Co-founder, President & CEO
2. Tench Coxe - Former Managing Director, Sutter Hill Ventures
3. John O. Dabiri - Professor of Aeronautics & Mechanical Engineering, Caltech
4. Dawn Hudson - Former CMO of the NFL, former CEO Pepsi-Cola North America
5. Harvey C. Jones - Managing Partner, Square Wave Ventures
6. Melissa B. Lora - Former President, Taco Bell International
7. Stephen C. Neal - Lead Independent Director; Chairman Emeritus, Cooley LLP
8. Suzanne Nora Johnson - former Vice Chairman of Goldman Sachs
9. A. Brooke Seawell - Venture Partner, New Enterprise Associates
10. Aarti Shah - Former SVP & Chief Information/Digital Officer, Eli Lilly
11. Mark A. Stevens - former Managing Partner at Sequoia Capital"
This was the founder? Damn!
I get that hardware requires much more capital and investment than a pure software company, but he had crossed the board-being-able-to-fire-you rubicon looong ago
Invariably it will be recognized that the weakest link in any part of any organizations are the humans. Humans once had a monopoly on long-term strategic thinking so capital had to confer them authority and compensation, but once AI supersedes humans in these respects, then the human element will be aggressively excised from any company where human flaws put the strength and compettive advantage of that company at risk.
A robot employee never has affairs, never sleeps, never needs worker's compensation for injury, never sues the company. When trillions of dollars are on the line, eliminating risks like this is a trivial decision.
Nvidia is a profitmaxxing company in a profitmaxxing economy and so it is going to profitmaxx; the criticism should lie with the US government: https://www.reuters.com/world/china/republican-senator-urges...
One thing is clear: his extramarital affairs are not the reason why he did it.
There is something extremely important we don't yet know and may never know.
tl;dr - how much of this might be motivated about internal politics and board views vs. CEO views ?
On a more mundane level, since he can neither go to office, nor to the house, any guesses what his routine will be over next couple weeks? Not a perfect example, but for some reason, this reminds me of the last scene in Fargo where WH Macy gets holed up in a motel buying time.
I honestly have no feelings one way or another about this.
This stuff has probably been going on behind the scenes for a while. The leak about the affair is just the catalyst that accelerated it all.
Seriously who cares?
Its not like Nvidia is going away.
I genuinely am struggling to understand why the board would remove him unless there's more they know that we don't.
"Oh who cares who he slept with, he's been great for Nvidia. Nothing has been proven."
He's one of the most visible CEO's in the most visible industry in the world, and the entire AI economy is dependent upon them. The perception of him as stable is incredibly important.
Merely the suggestion that he is having affairs with people with close ties to China's government, given export controls, is a huge PR problem. Adding in an additional affair with someone under him. And the likelihood that there may be even more out there.
I doubt the Board wants to get rid of Jensen Huang. He's done incredibly well for them. But right now, there's a huge PR shitstorm swirling around the company.
Maybe in six months it all dies down and he comes back, who knows. But right now, you really can't just ignore the problem and hope the media doesn't care about the whole "well she was only sort of a spy" situation.
Welcome to corporate America.
https://www.reuters.com/technology/former-nvidia-ceo-huang-h...
Sentiment cloud of this discussion.
https://www.aljazeera.com/amp/news/2026/11/12/xi-jinping-say...
— Senator Judson Ross in Species II (1998)
(Played by James Cromwell)
Words to live by.
https://www.cbsnews.com/news/jensen-huang-nvidia-rejects-ai-...
Could this be it? Are these fuckers worried about their incentives being misaligned where Anthropic would love to stop open weight models in the US and NVIDIA has incentives to beat Apple at the local AI game.
Just asking questions oh and Dey took'er jerbs!!!
Ofcourse he might have to pay a few bill to men and women sitting in oversized leather club chairs to avoid prosecution.
Perhaps some influential folks want to support Anthropic's IPO by showing that the open source models will soon be blunted/outlawed, but IPO-ing into a crash seems like a high price for that moat.
Or do similarly influential folks want to tank AI as a whole but couldn't politically afford a crash before mid-terms?
Makes me think, life’s so fragile. Jensen put 30+ years into the company and this is how it ends, hopefully not, but still sad.
"Some officials at the Office of the Director of National Intelligence, including those close to director Jay Clayton, have framed the characterization of Alice Huang as a Chinese spy as not entirely accurate and over-torqued, sources said. And officials at the CIA also are not yet convinced that the intelligence collection on Huang to date, including intercepted communications, proves she was knowingly funneling information back to Beijing, a source told CNN.
Still, some Trump officials told CNN that it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies."
[1]https://www.cnn.com/2026/11/12/politics/alice-huang-us-intel...
If he did what he did as an employee, he would be fired too. As a CEO it was much worse.
Also, this did not happen in a day, it was cooking for some time and the mid-term shift of power may have something to do with it as well.
All the folks arguing "oh China does not need the chips, this ban is bad". That is a separate issue. Fact is there is a ban and this reeks of at least turning a blind eye in pursuit of profit, if not downright complicity. Second major character flaw for a leader after he demonstrated tendency to cheat.
A CEO is the public face of the company. If he was in China, he would already be in a remote prison for "re-education".
Folks may have their own opinion, but I do think China desperately wants access to the latest nVidia chips. Their own efforts are lagging behind (maybe at 80% and the last 20% is the hardest). So in the meantime, they don't want their software part to fall behind. So they need the latest/greatest for their AI models.
Eventually they may get to hardware parity and likely even get ahead (they have enough smart people and consistent leadership focus). But not today.
For them this was a win-win. If it worked, they would have the chips they need and if it blew up, they would have slowed down the leading US company (and it will affect nVidia).
Mr. Huang who already was quite successful eventually could not manage the stratospheric growth that he lucked into on the back of AI. Maybe on a product level he did, but on a policy level, he seems to have come up short.
Now that leaves another big hardware company, also helmed by a Taiwanese - I hope they can keep their heads (women are generally better at that since they only have to manage one head).
setting aside the morality theater
Jensen’s missteps have been many, but I do hope it does not become a cloud over an entire group of leaders.
The amount of crass intrusion in someone's irrelevant private life is amazing, especially when it mostly comes from a country with some of the highest infidelity rates. Most of the people eager to insult him and make assumptions about his wife's feelings probably are cheaters.
There was absolutely no reason for him to resign or even publicly apologize until the pending investigation about his girlfriend being a spy or not completed.
Abusing positions of power is disgusting and deserves an ousting.
Microsoft finds underwater datacenters are reliable, practical and use energy sustainably
https://news.microsoft.com/source/features/sustainability/pr...
"Jensen and Nvidia were planning to go hard at producing frontier class open models. They wanted to verticalize their AI presence, and not depend on OAI or ANT to drive the industry forward. OAI, ANT, and GOOG are simultaneously competing with NVDA by designing AI chips."
"At the same time, Jensen had all but gone to war with NatSec hawks in DC over Nvidia sales in China. As I've noted over the last two years, NVDA sold huge numbers of GPUs (~20% of total sales?) to SE Asian buyers and I always thought many of those chips ended up physically in China, or available for remote use by Chinese companies."
Obviously we can only come up with conjecture, but it should at least be discussed that this is not happening out of thin air due solely to his reckless actions but represents some kind of hidden power struggle. It's quite clear to me folks like Secretary of State Marco Rubio very likely knew about these things taking place for quite some time.
"All that money and only one side chick? He should be fired for not thinking big enough!"
Seriously speaking, not making any moral judgement on the guy: this is clearly big enough to think who would benefit for Nvidia slowly losing his firm de-facto monopoly on AI and GPUs, then pick whatever conspiracy theory suits you; it'll probably be 50% right at least.
As someone who had those AGP cards and an nForce motherboard (which were amazing), can't help but feel sad. Whoever his replacement is will not feel the same about what's a much smaller market.
It wouldn't surprise if Jensen and Lori had an arrangement wherein they are both able to live a happy fulfilled life. She's worth billions too.
Can't beat Chinese models? Politically assassinate NVIDIA's leader to stop the flow of chips to China.
Anthropic's downfall can't come fast enough.
Jensen has done horrible things with regards to the affairs. But it is clear that people around him knew this for quite a while. So why this sudden and swift action? Does Jensen support a future that is against people who want to make massive profits from AI?
I suppose this is just how "true" propaganda works. The real goal is for people to just accept it as the norm.
Looks like AMD kept playing fair and Intel and Nvidia shot themselves in the foot sitting on their own success.
AMD has the market wide open for them to capture now.
Because any actual investigation takes more than 1 week.
If it is made within 1 week. It is not made after thoughts, it is made by passion or fear, which is likely wrong.
Seeing this as the top story everywhere makes me want to throw away my phone and become a monk.
Not really sure why I’ve written this comment, other than as some reassurance to anyone else that feels the same way.
what the hell is this all about. he can fuck whom ever he wants to, if this person agrees.
spy? what is this?
the own spies (cia etc. ) are good. all other countries' spies are evil.
how hypocritical.
what the hell is this all about. he can fuck whom he wants to, if this person agrees.
spy? what is this?
the own spies (cia etc. ) are good. all other countries' spies are evil. how hypocritical.
So for Nvidia, it only has class A share, where every share has the same voting power.
Huang has ~3.5% of the share, remaining 96% is publicly traded, hence Huang has 3.5% of the voting power when electing board.
However, if what Huang has is 20x class B share, then he will have 70 units of voting power, with everyone else having 97 units, hence he will have 41.9% of voting power, effectively deciding every director's election w/ little outside help.
Even if the board could vote him out this year, he could vote the board out next year and come back as CEO in that scenario.
This is very, very eye-opening, at least to me.
"Jensen Huang summoned his top finance executives to his office this summer. The AI economy, backstopped by Nvidia’s NVDA -4.34%decrease; down pointing triangle increasingly outrageous bets, was teetering, and Huang wanted to make sure they were getting it right.
Over the course of the meeting, he proceeded to tear into the woman who is now taking over for him as Nvidia CEO.
Colette Kress was “a deer in the headlights,” he said, interrupting her presentation, according to a person familiar with the comments.
He had summoned Kress and his senior finance team to diagnose a ballooning problem: Nvidia was in talks to provide billions of dollars of guarantees to companies that couldn’t afford its chips. That included deals led by Huang’s son-in-law, Nico Caprez, who had been offering upstart cloud providers and data-center developers financing in the hopes of turning them into long-term customers.
Huang had launched a dealmaking spree and was now starting to question whether it had gone too far, according to people familiar with the matter.
Kress was a “reporting CFO,” not someone who could help him define a strategy or make decisions, Huang said during the August meeting.
Then he went on to describe the situation the company was in. Major cloud providers were running away from Nvidia, making plans to use alternative chips and lessen their reliance on the firm. Even worse, Huang said, the vast supply of chip wafers and memory Nvidia had committed to buying were coming at him like an “avalanche.” (...) Amid the rollout of the program, Kress raised questions including how to decide which deals to pursue, how to value the guarantees, and how to calculate the return on investment, a person familiar with the matter said. Behind the scenes, she tried to rein in Huang’s son-in-law, who had been promoted to a vice president in January, people who worked with her said. "
But I guess as a society we pick and choose who gets a pass for cheating and lack of morals, and who doesn't.
- His replacement, Colette Kress - Nvidia's competitors, AMD, Intel, Broadcom, Huawei - His political enemies, ie chip protectionists on both sides of the aisle - Perhaps AI Doomers like Amodei and Altman?
Anyone else?
So how will we look back a couple of decades from now on the atmosphere of the 21st-century woke party committee, which, on the word of a spurned woman, fired the brilliant biologist David Sabatini and destroyed the visionary founder of a company over extramarital affairs?
It’s likely he has closer to 10 affairs than 0 affairs. It’s possible that this is who he is.
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