alt Hacker NewsNvidia is preparing to oust Jensen Huang
Comments
I would not be surprised if the woman is actually a CIA agent. Since the government bought a stake in Intel, and 15% of Nvidia exports revenue, it has been clear that it want direct control of the industry.
What bothers me is all these might be the plan afterall, the primary goal is not just to buy billion dollars of GPU.
Iamgine you're a spy or a mistresss, would you appear in public with the high profile target?
My cynical view is that a lot of US IP has already gone to China through Nvidia. The US should probably now monitor AMD, its executives and its relationship with China (via Taiwan or direct), if any, just as closely.
Fired with cause or stepping down (most likely stepping down)>Interim CEO named> Jensen flew too close to sun and got burned. Board investigations will put everything on Jensen and they will turn that chapter over. Much more information will come out. His wife I will divorce him as well. This whole thing is more political than anything else. Who leaked all of this is my biggest question. Nvidia should be fine in the mid term, but unstable in the short term.
I still recall, as a young engineer (1999) working in a high-flying startup outside of Boston -- bright-eyed and bushy-tailed and full of naive optimism -- I flew to Houston in late '99 to demo a fabulous optical networking switch to ENRON, all the while thinking why in the world would ENRON want to be in the business of networking. Ended up selling them a TON of very expensive equipment.
It all unwound a few months later, much to my chagrin (and my lost stock options, obviously).
Recall that most bubbles do not pop due to one, key material cause. Instead, they pop due to adjacent troubles that, in turn, lead to cascading effects.
That was true of:
- LTCM failure (1998; Thailand and other SE Asian countries defaulted);
- 2000 market crash (dot-coms crash, then telecom crash of 2001);
- 2008-2010 financial crisis (mortgage backed securities); ... and so many others before these.
It's entirely possible that NVDA, despite earning $$$$, could unwind the circular funding within the ecosystem (the very crux of telecom market crash of 2001)
Affair or not, this is a tragedy for American technology.
This is overblown; nvda is a mature company jensen has set the right bets forward so it's just a matter in who the successor is. In terms of revenue impact, assuming megaspeed accounted for ~20% of sales (rumored estimate) then game optimal move is to have OAI/ANT pick those sales up. We will hear about a transition plan probably around earnings.
Jensen has always wanted Nvidia to have a footing in China. Without that, the Chinese innovate faster and commoditize Nvidia’s business sooner. I’m willing to bet he already knew about Alice Huang selling to China. Trump probably knew for some time too. The board also knew about his second affair with his subordinate for a while.
Jensen is getting thrown under the bus by the board because it both likely reduces legal consequences (especially now that democrats are a lot more powerful), and as an opportunity to gain power and place someone in the CEO position that is more controllable.
So what happens if this actually goes through? Everyone switches their hardware spend to which other providers?
TPUs and AWS's Trainium seem to be at least in the ballpark of being competitive but does that matter at all?
1, Jensen Huang ousted as a CEO
2, China isolating Taiwan with an ongoing military drill https://www.reuters.com/world/china/taiwan-says-china-is-con... https://maritime-executive.com/article/analysis-china-s-nava...
3, Trump meeting Xi next week on the 18th https://www.euronews.com/2026/11/09/donald-trump-plans-to-me...
So his girlfriend's a spy.
Did he know she was a spy?
Did he give her any secrets?
Did he break up with her after finding out she's a spy?
Was she trained as a spy and sent to entrap him specifically? Or did she form a relationship with him, then get told by the Chinese Communist Party "Xi wants you to steal him some secrets from your boyfriend. This is an offer you can't refuse; spy for us or your family in China will be beaten, jailed or worse"?
Is he a victim or an asset? Is she a willing patriotic spy for China, or a victim of blackmail from the Chinese Communist Party? Has she been arrested as a spy, or did she make it to the Chinese embassy before the story broke?
My feeling is he shouldn't be ousted if he took the honey but didn't fall for the trap. OTOH if he passed her company secrets, that's presumably a fireable offense for anyone lower on the totem pole; it's only fair for a CEO to get fired for the same.
Jensen Huang is a traitor without a doubt
Someone really wanted him out that bad. Wow!
given that jensen has handshake deals with many of his critical (supply constrained) suppliers he may have more leverage than founder shares could ever provide.
If you are getting paid millions, you should not make these intentional mistakes, he would have known she was a spy and just didn't care. There are better options for CEO.
The possible security implications of this entire affair (affairs now) can't be overstated. That hardware's in the most secret of facilities, computing very classified workloads for very very serious customers. Not the goofy AI heads, I'm talking about the military and intelligence communities in many nations.
Hopefully this teaches the market to migrate away from proprietary CUDA and NVIDIA and their proprietary drivers.
Trump knew about the Chinese Spy for a YEAR.
So was Huang playing along as part of some other US-Chinese plot? He was a pawn, or go-between.
Not so surprised
They are going to put in Eric Schmidt.
Can someone explain to me why everyone on this website, and everyone in English-language media, takes for granted that “stopping China on AI” is a worthwhile or important goal?
From where I’m standing, China is the only world power ensuring that the entire world actually benefits from AI, by giving it away. They’re also underwriting and enabling the global transition away from fossil fuels while my country is doing its best to stall or reverse that progress. They are also not a belligerent in any current war of aggression, and to the extent that they are suppliers of weapons, appear to be providing them to countries acting entirely within their legitimate sovereign right to defend themselves.
Someone’s going to come along and call me ignorant or naive for saying “China are the good guys,” but let’s get real here. What are we talking about.
Some of these main narratives just don't add up. If the end goal was to get chips, why is China blocking those H200s and it's stuck on port.
There's a different angle here worth listening to: https://youtu.be/IC3Kh40dEQY
Big companies should be resilient and diverse enough that their growth doesn't depend on one person, and yet most successful companies seem to be centered around someone with strong character and presence. Not to play cult of personality, but Huang looks like a central element of Nvidia's success. Will Nvidia go the way of Intel and other corporate grey bureaucracies that ultimately decline ?
Earnings call next week is going to be very interesting. Wow.
I see people bemoan that this is going to hurt Nvidia. First of all, it’s not like Nvidia will crumble in a few weeks. The company has a sky-high valuation because of the moat they’ve built. That doesn’t just disappear simply because Jensen steps down.
Second, yeah long term this might set Nvidia back, but are we going to say that not only are there companies which are too big to fail, but now individuals can be too? They can violate international trade sanctions and get scott free because it might harm their company? What CEO wouldn’t then be incentivized against setting up a succession plan? Why wouldn’t adversarial governments target critical CEOs even more, knowing they are effectively untouchable?
Jensen objectively fucked up royally. I saw someone describe him as a victim in all of this. I’m sorry but I don’t see how it’s unreasonable to hold CEO’s in these key positions to very high standards. They’re rewarded with extraordinary wealth and influence, yet some seem eager to excuse them from the accountability that should come with that power.
Nvidia is Jensen. If he's out, NVidia crashes and takes the AI bubble with it
Good tech CEOs are rare. Intel will break the bank to bring Jensen on. Even if he’s a Chinese spy, it’s worth more to shore up US fab capacity than it is to lose Intel’s tech secrets.
The only issue is finding replacement, Only 5 days to earnings.
Obviously his actions were wrong and showed poor judgement but it would be a massive mistake for them to can Huang.
Steve Jobs, Sam Altman, Jack Dorsey ..... Jensen Huang?
It's often the Board of Directors that goes and the CEO retains control in the end.
Idiots
Huh I wonder if the true goal of the spy was to disrupt Nvidia by getting him fired, slowing them down, not stealing secrets.
I am just curious. Not in relation to this story: Have other people here had a change in their perspective in the last two years?
For me I feel like: There are wealthy people doing what Jeffrey Epstein was doing. And so by comparison, it makes other bad behaviors look relatively less important.
I'm just curious if other people have had that thought as well, and/or what else you think or have learned.
Honestly kind of sounds like its a great time to start a DCA buy of NVIDIA.
It is hard for me to see how the company that is currently turning silicon into gold with established production and software, more like a blue chip stock than a tech company, is going to be worth 20%-25% less just because the Ceo cheated on his wife.
The company is a money printer, and they really don't have to do much to keep it that way.
He’s not gonna end up leaving. This is rubbish.
Judge not, for in the measure of your judgment, it will be measured to you.
Desire is the enemy of happiness. To abandon sorrow, abjure want.
We are all in wanting. Our want in lesser that the needs of our partners, our friends, and our world.
If your getting paid millions, you should not be able to get away with these kinds of mistakes. There are better options for CEO
Karma for fucking over the gaming community that propped up his company for so long.
i dont get why everyone just eats up the propaganda that if she's a spy she automatically works for the chinese government. we are talking about 100s of billions of dollars here, this could easily just be a corporate spy or a honeypot. these mega corps are so rich and massive they have their own spy and enforcement teams, same as big oil and gas always had and still do. back in the day when oil and resources were in poorer countries they used the exact same tactics to control and take them over. its the same playbook, just now the target is a big us corporation.
They cannot unseat him now. The work is too important, nations are competing hard against us. He has to just get away with it and everyone needs to move on, same as Oppenheimer.
This does look like a hit job. The spy stuff is ultimately meaningless and a smoke screen and may even be offered up to create plausible deniability. My take is that Dems/Biden + China Hawk Rs + decel crowd/Dario wanted export control and closed models. Jensen and Trump took a different view. Now that Dems have the Congress again, it's going to be non-stop hearings and investigations in the same spirit as the TikTok CEO with all the "Are you a commie?" questions. So the spy is offered as an explanation; nobody evaded export controls and nobody is a commie. The 2nd unrelated affair just points to an op to oust him.
Love is a game in which one always cheats.
— Honoré de Balzac