The big question for NVIDIA investors is how much of their sales came from skirting export sanctions because you can bet there is an investigation coming.
So does this pretty much confirms the spy thing? I think it was only an assumption
There is a lot of discussions on Export Ban. Does selling to a Singapore Company with Chinese Stakeholders considered illegal under those ban? Does Nvidia have to track every single GPU sold or even resold?
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.
Xi Jinping says Taiwan’s ‘complete reunification’ with China will happen
https://www.aljazeera.com/amp/news/2026/11/12/xi-jinping-say...
Any guesses if that correlates with earnings? Are they bad, so they can they, look we already have new CEO, now everything is going to be better. Or are they that good, that they can say, look we will manage without Jensen.
I feel this is a hasty and suicidal move for the company, and for the American AI chip industry as a whole, esp. when they haven't figured out a transition plan.
If he had affairs with normal staffers and NOT involved with a chinese spy, he'd probably would have survived. The fact that he's out means he definitely supplied the chinese with chips.
Completely unrelated, but he was the last CEO I really enjoyed watching speak at conferences.
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.
idk how people can symphatize a cheater. he could divorce his wife and continue to do his private affairs but he chose to lie
Weird move. There is something more to it. My guess is that he spilled some stuff.
The board is considering both internal and external candidates. Who has experience in hardware, has led a trillion-dollar company, has deep connections in Asia, and might be available?
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-...
The problem i see is that I dont see anyone who is suitable to be a ceo of Nvidia. It’s a special blend of hardware and software chops that no other CEO has imo.
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.
Is it weird that there were no Jensen stories on HN's front page Mon-late Weds? The scandal was deepening and yet it wasn't showing up here. Flagging?
Tweet by Jared Friedman [1] "The people on the Nvidia Board:
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"
What if he goes and joins a Chinese company?
The board is making a major mistake, they could have stood their ground. The company will be much worse off.
The obvious succession choice is Lisa Su, but AMD is now almost a trillion dollar company. I can't imagine her actually jumping ship at this point.
>Jensen Huang has resigned as President, Chief Executive Officer, and a member of the Board
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).
Despite his personal affairs, he brought significant growth and stability to NVIDIA thanks to which we all have access to excellent products so his dismissal does not seem like a wise decision. I wonder if his successor will be able to measure up to him. And what would be the cost for nvidia? It all seems political and every politician has an affair to hide...
I don't care who he's tupping, yes he's a piece of shit and his wife should take him to the cleaners. What we should all be looking at is how far the company was prepared to go in pursuit of greater profits and start evaluating the circular financing of the AI industry with that in mind.
This will be a disaster for NVDA losing their leader. The company will eventually descend into chaos when the roadmap dries up.
This might be due to violations or breach of his duties as the CEO, especially given the nature of who the other party has loyalties too, but nonetheless, its a lesson for us all. Because even if he didn't directly provide any IP, would that party have reasonable access to any IP during the events. Guess only time will tell
From Game of Thrones: - Men without cocks. You wouldn't find me fighting in an army if I had no cock. What's left to fight for? - Gold? - I spent my life around soldiers. What do you think they spend that gold on? - Family. - Not without a cock, you don't. - Maybe it really is all cocks in the end.
Someone with a large short position helped this happen.
Seriously who cares?
Its not like Nvidia is going away.
There’s no public evidence his lover was a Spy.
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.
I predicted yesterday that he'll resign and that he'll eventually join Tesla to lead the TeraFab business unit.
The specific truths about anything hardly matter when a story becomes this big. The hubbub is too much of a distraction and Jensen was going to get hauled in front of Congress by reps trying to score points with anti-AI constituents.
I'm wondering - Jensen's damn good at his job, love him or hate him.
I genuinely am struggling to understand why the board would remove him unless there's more they know that we don't.
For intents and purposes, consider NVIDIA compromised for some foreseeable future. For operations and future purchases/CAPEX, more than a passing due dilligence is warranted if considering NVIDIA.
Huang has shown catastrophically bad judgement and lied publicly [0]. Many commenters here harbor lots of sympathy for him, I assume out of respect for the technology and company he's built, but that doesn't exonerate him.
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...
This news significantly raises P doom.
You resign when there's more revelations to come out.
I've seen some people speculate whether or not he'll be a prosecuted/arrested. It's difficult to believe, but surely would be the biggest imprisonment that I can remember from recent memory.
Affairs and jokes aside
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
This is insane. This is the best case scenario for China, much better than just getting the chips. They just crippled their biggest competitor. The stock might not crater immediately because of ongoing AI demand, but it will at some point.
Jobs was forced out of Apple, then had a second (and third!) coming. I wonder how Jensen will fare.
I hope there was more to these claims that we weren’t privy too.
IMO, should be illegal for company policy to retaliate against someone for a personal romantic relationship.
this is more concerning for hf than it is for nvidia
Regardless of the implications, even just as a change for NVIDIA this will be one of the moments we look back on. Keep hands and arms inside the vehicle at all times!
Damn what does one do on a personal level after this? Retire somewhere?
Not to be insensitive, but stock is at 164.53 right now (down from almost 240). Good time to buy or is there worse to come?
There’s a lot of questions without good answers but what’s clear is this is almost certainly about a lot more than just the CEO cheating on his wife.
Now I'm in danger of sounding like a conspiracy theorist, but I think there are several layers to this current drama. Most of the reporting is very "surface level". I also don't pretend to have the full picture myself, but there are many players and many agendas at play, and those can agendas change over time.
It seems to me that he had two choices, the company or the family, he chooses the latter,i hope that's why he resigned.
What would the severance package be in a situation like this?
Anyone here familiar with the story of Qian Xuesen?
I'm afraid this will only hurt open source.
Really disappointing to read the comments on HN
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.