461 points lldb 37 minutes ago 332 comments

rvz 35 minutes ago | parent

> NVIDIA (NASDAQ: NVDA) Board of Directors announced today that Jensen Huang has resigned as President, Chief Executive Officer, and a member of the Board, effective immediately.

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.

rayiner 32 minutes ago | parent

You say this like it’s a bad thing.

ferguess_k 30 minutes ago | parent

Who are the insiders that arrange the coup?

rvz 25 minutes ago | parent

Those who were against supporting open weight models and specifically selling Nvidia GPUs into China.

The AI labs do not want any of that and there is one that certainly has never released an open weight model.

You can take a good guess on the sort of people that are also associated with that AI lab.

ferguess_k 24 minutes ago | parent

Yeah, that could be the case.

cannonpalms 30 minutes ago | parent

Who is incentivized to mount such a coup, I wonder....? Could it be the nation accused of inserting a spy into his life?

Implicated 32 minutes ago | parent

Moving fast, I see.

hexad74 32 minutes ago | parent

What an incredibly embarrassing downfall.

ibaikov 32 minutes ago | parent

I don't like conspiracy theories but this doesn't smell right, something's off

knorker 30 minutes ago | parent

Right. Because men's genitals have never made them do stupid things and caused consequences to those actions.

welferkj 22 minutes ago | parent

Nobody serious believes that warrants his replacement. It will be interesting to eventually find out what's actually going on. If I had to speculate, a combination of his refusal to drink the koolaid wrt any combination of AI doomerism, singularitarian AI cultists, china-hawk warmongering, etc. He was trying his best to sell AI and AI accesories as what it is, a normal technology that doesn't have feelings and will neither exterminate us nor bring about heaven on earth, and apparently basically nobody else involved at this level is ok with that.

officeplant 30 minutes ago | parent

It just smells like infidelity gone world wide news, and a little illegal GPU trade with china.

shakow 21 minutes ago | parent

I don't think they would care much about the infidelity, but banging a report and a geopolitical enemy is a pretty bad idea overall. I don't think people would have been so surprised if a LockMart C-suite had been voluntold to resign after having an affair with a KGB-linked Soviet woman. And with a direct report as a cherry on top.

ibaikov 10 minutes ago | parent

Gates had affairs with two Russians, nothing happened. He also had ties to Epstein and Epstein knew about these affairs, so he had huge leverage if needed.

Google execs had affairs, I think Sergey Brin had an affair with an employee, again nothing happened.

vrganj 30 minutes ago | parent

My read is that people in US gov knew about this for a while (cf https://www.nytimes.com/2026/11/10/us/politics/trump-china-t...), but Trump protected him (also note Jensen's ballroom donation in that context!).

Now, post-midterm, Trump's political power has waned considerably, so the knives came out.

jairuhme 29 minutes ago | parent

Are you serious? He had an affair not only with a direct report, but with a Chinese spy

ibaikov 17 minutes ago | parent

First, alleged Chinese spy. Second, there are lots of execs in tech who had affairs with their staff and remained. Nvidia is also somewhat special - it is too big and powerful.

jmkni 27 minutes ago | parent

When everyone was scaremongering last month about how AI was going to “destroy humanity” he was the only one talking sense and calling them out on their bullshit

This is clearly retaliation for not falling into line

macinjosh 20 minutes ago | parent

Yes, he has failings that deserve to be addressed, but the timing of them coming out and the consequences being enforced are the tell here.

These things can be handled in many different ways. In this case they are being used to achieve the goal of replacing Jensen because he wouldn't play their doom games.

ibaikov 15 minutes ago | parent

Yeah, maybe. It just seems too quick, I'd thought they'd just place him on leave to investigate, they haven't even confirmed that it was indeed a spy etc.

staminade 27 minutes ago | parent

Sounds like you like them very much.

CodingJeebus 26 minutes ago | parent

He's lucky to have the right to resign, just about any other exec would be dead to rights for termination with cause for sleeping with a subordinate.

swolios 19 minutes ago | parent

great way by China to break the market leader down. even if there were denials or what ever the market has already pressured him to step down. There's no one to replace Jensen The AI war progresses

OuterVale 18 minutes ago | parent

I think what he has done is wrong and should be grounds for termination from his position (and possibly more on a legal level – details still unfolding). However, I'm with you on this. I can't place it but it feels like there is something more to this story that hasn't come out yet.

I don't know why I feel this way. Something just feels off and I can't place it.

ibaikov 12 minutes ago | parent

Yes exactly. I remember news like this break out and the board is like 'we are investigating' but here it was instant and in such a large and important (at least currently) company? Idk, something's off

proc0 31 minutes ago | parent

Because he cheated on his wife?? Or what am I missing? If that's the official reason, I don't buy it. I don't think those who can influence this decision give two shits about this type of morality. It's silly on its face. Obviously it's cover for some other agenda. I'm just surprised people buy this silly excuse instead of getting to the bottom of what is really happening.

sixo 31 minutes ago | parent

...with an actual spy.

dralley 30 minutes ago | parent

And a subordinate executive. And god knows who else.

But I imagine the billions of dollars in illicit sales is considered a bigger issue.

stann 29 minutes ago | parent

allegedly?

HatchedLake721 29 minutes ago | parent

The board should've: "Fire you? We’ve just spent billions of our market cap educating you to be careful with spies. Why would we fire you?"

piva00 29 minutes ago | parent

Cheated on his wife with a spy who was using her connection to Jensen to move GPUs into China through Singapore in breach of the export controls.

The cheating is just a bit of humiliation, the damning part is the knowingly circumvention of export controls.

proc0 27 minutes ago | parent

Oh if he knew all of that, then that's what I'm missing, thanks.

qsymmachus 28 minutes ago | parent

Nvidia bulls are still processing

conartist6 27 minutes ago | parent

No, it's because he repeatedly lied. 20% of the company's profits were/are coming from selling sanctioned chips to China and he said 0% 0% 0% (in official filings)

The news made it sound like she was a sophisticated person using him as a simpleton, but if anything he was using her to move his products against sanctions.

233mhz 27 minutes ago | parent

> Because he cheated on his wife??

And a lot of other shady things around nvidia, half of it we probably will never know about. https://www.youtube.com/watch?v=1H3xQaf7BFI

https://www.businessinsider.com/trump-administration-jail-le...

jagermo 27 minutes ago | parent

the impending investigation regarding the sanctions might have more to do with it, to be honest.

reedf1 26 minutes ago | parent

That he conspired to smuggle NVIDIA GPUs into China to bypass a US embargo working with the Chinese government via a spy (either willingly or via blackmail). Impropriety adds insult to injury - the board have rightly seen that the market will view it more negatively if he stays than if he leaves.

knorker 26 minutes ago | parent

It's only been like a year since the last CEO resigned for viral infidelity.

And that was only with a subordinate, not a subordinate AND with a foreign spy (alleged). Reports say China got billions in chips imported thanks to this operation.

Politicians also drop like flies. The only person impervious to consequences has been Trump. None of his supporters care that he's the devil.

qsymmachus 30 minutes ago | parent

You know the industry has concentrated too much power into too few people when one person's midlife crisis can wipe ~$600 billion in market cap

baggachipz 24 minutes ago | parent

Yeah, just buy a corvette and another leather jacket... sheesh.

epolanski 30 minutes ago | parent

Not sure about the people thinking he didn't do much wrong.

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.

officeplant 28 minutes ago | parent

>or committed fraud

We're just gonna keep shoving the illegal GPU trade with China under the rug I guess.

epolanski 9 minutes ago | parent

Innocent unless proven guilty.

But yes, the fact that Nvidia advocated for relaxing exports to China and that he sold billions of GPUs to shady Singaporean companies is now obviously under major scrutiny.

kilroy123 26 minutes ago | parent

I think he clearly did something wrong. It just doesn't seem that bad in comparison to the current shit our leaders do weekly. We're in an age of morally corrupt leadership across the board in the United States.

twodave 26 minutes ago | parent

I agree. And to the conspiracy theorists: what is more likely? That an impossibly rich guy who thinks he is the center of the universe does something as entitled as this? Or that there is some shadowy coup going on that just checkmated him? Human nature doesn’t need that much encouragement.

vinyl7 25 minutes ago | parent

> committed fraud

The jury is still out on this, re the circular financing mess with AI

origini 17 minutes ago | parent

We don't know anything about his cheating and it shouldn't matter.

We don't know his relationship with his wife, what their stands on cheating even stands.

You can argue its an image issue, but thats a problem of the press and marketing and not that he might have cheated.

His wife is an adult and is for sure not poor, so its not a situation were she has to stay with him.

I do believe it either has to do with the whole spy story or he did something he really shouldn't have.

epolanski 10 minutes ago | parent

I never mentioned cheating? Not sure why are you bringing it up.

I said that the missteps was having sex with subordinates and chinese spies.

Now start connecting the dots with Nvidia being one of the major advocates for relaxing exports to China and selling billions of GPUs to shady Singaporean companies that the chinese spy represented and you understand why the board finds him a liability.

coldtea 8 minutes ago | parent

Even the "chinese spies" is just unsubstantiated 'she's chinese so she should be a spy". She's not even chinese iirc, isn't she singaporean? so it's like suspect by ethnicity.

KaiserPro 10 minutes ago | parent

If, as a CEO, the location and interaction of your penis ever becomes well known, then you are failing as a CEO, outside of a few very specific cases.

ungovernableCat 17 minutes ago | parent

If it was some middle manager who got fired for screwing a subordinate you'd see the typical "don't shit where you eat" comments. My guess is people are upset because their stock is down 20% over the last month because of this drama.

I think both nvidia AND jensen will be doing quite fine 5 years from now.

usrme 30 minutes ago | parent

What would the severance package be in a situation like this?

kphorn 27 minutes ago | parent

He resigns so he would forfeit much of contractual severance in most cases. A negotiated settlement is likely as part of the resignation and if he’s rehired elsewhere (eg at terafab or tsmc) it will generally terminate ongoing payments, healthcare, access to private aircraft and security.

OtherShrezzing 18 minutes ago | parent

He co-owns ~800mn shares in the company with his wife, so losing severance isn't going to be much of an issue to him.

numpad0 1 minute ago | parent

[delayed]

bar8uyr 18 minutes ago | parent

3 leather jackets

DonHopkins 3 minutes ago | parent

And a gift card for Spatula City!

https://www.youtube.com/watch?v=4BUDwj_mXKE

skywal_l 30 minutes ago | parent

My understanding is that NVidia's organisation is very flat and Huang has his fingers in every pie; he's not the hands off type. Moreover there was no succession plan. I get that having an affair with a spy is not great but isn't it risky to replace him now?

sevenzero 29 minutes ago | parent

Nvidia will be just fine

manojlds 28 minutes ago | parent

But the original news was not what sealed the deal, it was the follow up.

dreadsword 27 minutes ago | parent

I'm going to guess the 2nd affair with a direct report who rose quickly through the ranks is from the board's perspective the more egregious of the two failings.

And: the public only knows what's made it out. Who knows what else has come out in private.

ferguess_k 26 minutes ago | parent

I think that's a nothing-burger but it's enough to force him out. They probably have more cards in the play. Unfortunately we will never know of them.

fuussssip 23 minutes ago | parent

Having sex with a report is a very serious no no. There are very valid questions of one's ability to consent when your boss is also your partner.

4ndrewl 22 minutes ago | parent

You don't think the board of a listed company care about the CEOs bit on the side is being promoted? That's really not a good look for a company to admit that.

ferguess_k 11 minutes ago | parent

It's one thing to happen and another to put that out in the open.

Officials are corrupted? CEOs sleeping with other women including his subordinates? Snow is white? What's the deal? People at that level are basically playing politics, not laws.

However, the fact that someone decided to release all those information as PUBLIC, and followed that up with ANOTHER scandal, means that they are determined to get rid of them. As you said, it is indeed serious matter.

As the Chineses say: "Something weights as light as a quarter of pound if it's left alone, but can weight a thousand tons if put on the scale".

twodave 19 minutes ago | parent

Quid pro quo sexual harassment is not a “nothing-burger”.

baggy_trough 25 minutes ago | parent

"an affair with a spy is not great" rather undersells the situation - there could be criminal liability.

jetrink 20 minutes ago | parent

Imagine having to explain that line of reasoning to Congress in four months. "Yes, Senator, we know our CEO was facilitating chip smuggling to China while in a relationship with a Chinese spy, but we figured that it would just be too risky to replace him at this time."

ZeroGravitas 19 minutes ago | parent

I feel like "not having a succession plan" should be a fireable offence on its own.

Otherwise you end up thinking "should I start an affair with this Chinese spy I've been breaking US laws with? What are they going to do, fire me? They can't, I've got them trapped so I'm untouchable, I can do whatever I want. And if I'm in a helicopter crash then it sucks to be them, I'll not care when I'm dead".

tartuffe78 29 minutes ago | parent

Guy sleeps with spy

Conspiracy reaction: Something is going on here... obviously not due to sleeping with a spy...

ksec 29 minutes ago | parent

I believe Jensen is still the largest individual shareholder for Nvidia.

Waiting to see how market reacts, I am selling my shares.

Dear Jensen, time to start another company.

liuliu 29 minutes ago | parent

At the point, the lesson is to have affairs big and early, so you are invincible to media-coordinated attacks. What a tragedy.

No, the alternative is not to “not having affairs”. Remember, we don’t need evidence to spin a narrative.

hackyhacky 13 minutes ago | parent

> Remember, we don’t need evidence to spin a narrative.

Except that we have evidence in this case: he literally admitted to the affair. I don't see any "spin."

duplessitous 29 minutes ago | parent

I hope people understand that the affairs are not the reason he is being fired - NVIDIA has supposedly been skirting the export ban put in place by the previous administration. This was put in place for national security reasons. Whether you agree or disagree with the ban, it exists and Jensen&NVIDIA are in a world of trouble if this comes to light.

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

lesuorac 24 minutes ago | parent

Except the administration has known about them skirting it since day 1.

So it’s no longer about national security. What changed now compared to 2 years ago to make Trump care? Did Jenson reduce SpaceX’s allocation?

nemomarx 21 minutes ago | parent

The midterms seem like the most obvious timing. Trump has a little less power and everyone is starting to plan for what happens after him - jockeying for being able to say they didn't support this and that. If it was only being ignored because Mr Huang could donate a lot of money to Trump's ballroom that deal probably isn't as important now.

CodingJeebus 19 minutes ago | parent

> What changed now compared to 2 years ago to make Trump care?

We all now know that Trump knew about it, that's what has changed. It was fine when this was private, but now his administration is starting to get questions around why his Commerce department punted the initial investigation to DOJ where it ultimately died as the opposition party is about to retake Congress with investigations top of mind.

jsw97 17 minutes ago | parent

You have put your finger on it.

Likely there was at least a feeling of mutual understanding between Jensen and key people in the administration. Now the wind has turned in a big way and none of that is on paper. And in fact what is on paper points in the wrong direction.

Probably the only thing protecting NVDA from prosecution right now is that nobody in the White House wants to pop the AI bubble. That might protect Jensen too because he would entangle the company. There will be an interesting tension with congressional oversight. Buy popcorn and NVDA vol.

cogman10 17 minutes ago | parent

Yeah, over a year ago the likes of Gamers Nexus was able to follow the clues to figure out how Nvidia was skirting the export ban.

It's hard to believe the US government was so incompetent that they didn't do the investigation a YouTuber did (But not impossible).

The export ban was always BS. Unless you are going to do a total ban and all parts are manufactured in the US, then it is just 1 additional hop to get stuff into China.

lenerdenator 24 minutes ago | parent

A lot of people in this industry have gotten it into their heads over the last 25 years that if you create enough value, you get to ignore things like "rules", "laws" and "common sense".

Part of me is hopeful after this. Huang did something that was, at the very least, profoundly stupid, and just short of treason at worst. However, I'm also filled with dread, because I know that this means that there will be even more of an effort by founders to make sure they're immune from consequences from boards if they go public. You already see this at Meta and with Zuckerberg.

We need real reforms on corporate governance that make this sort of situation - a board able to control the C-suite - the norm, not the exception.

gib444 13 minutes ago | parent

> A lot of people in this industry have gotten it into their heads over the last 25 years that if you create enough value, you get to ignore things like "rules", "laws" and "common sense".

That's literally how the world works? And has worked for many centuries or longer. By "value" you mean wealth, and wealthy people can get away with murder. They buy and write the law and have the best lawyers in the world.

We won't have billionaires/trillionaires/kings AND rule of law for /everyone/ equally - the world doesn't work that way.

mlcrypto 24 minutes ago | parent

What happens if all the money in the system circulating through AI companies turns out to be ill-gotten gains?

netrap 23 minutes ago | parent

Not the _only_ reason, sure. However, it's quite common when executives have an affair they will get fired. I think that's just the reality. If you publicly humiliate your family and the business, you're out...

hypfer 20 minutes ago | parent

That is assuming there is a layer above the executive, which is not necessarily the case.

It is true for anything with a board, of course. But there is no rule mandating boards.

bpicolo 18 minutes ago | parent

Pretty sure all publicly traded companies in the US are required to have a board

hypfer 16 minutes ago | parent

Most certainly, but the statement was

> If you publicly humiliate your family and the business, you're out

There is no "* only applies to publicly traded companies". Hence, it is incorrect.

The bigger point I am trying to make here being that not everything is investor-driven. People can run businesses without that. It annoys me greatly that HN regularly forgets that.

swiftcoder 6 minutes ago | parent

Several publicly traded companies have (or had) majority-owner CEOs, which makes it more than a little awkward for the board to fire them. I can't really see the board outing Zuckerberg under similar circumstances

miki123211 4 minutes ago | parent

In publicly-traded companies, the board is not the ultimate boss, though. That would be the shareholders. And, at Meta and many companies copying Meta's playbook who have IPO'd since (notably including Anthropic, though notably not including Nvidia), founder shares have so much voting power that the founders are effectively in complete control.

In theory, Nvidia shareholders, if dissatisfied with today's decision, could vote to oust the current board and replace it with people more sympathetic to Huang, who would, as their first decision, re-hire him as CEO, as would be their prerogative. This is... unlikely to happen.

None of the above is investment advice.

antonvs 5 minutes ago | parent

Public companies in the US are required to have a board of directors. If they’re not a “controlled company” - i.e. no single person controls more than 50% - then a majority of the board are required to be independent, i.e. not employees, executives, or consultants to the company.

tyingq 17 minutes ago | parent

It seems more common they get fired for either "with a subordinate" or "a relationship with a conflict of interest for the company".

There are many examples where the outed affair resulted in nothing material when neither of the above was true.

This case, seems to touch both.

johnnyApplePRNG 16 minutes ago | parent

We know literally nothing about Jensen's private life or if he humiliated his family here.

Marriages of 41+ years can get into literally any kind of dynamic.

noboostforyou 13 minutes ago | parent

> or if he humiliated his family here.

His open letter about his infidelity seems to imply he has embarrassed his wife and family, have you read it?

esseph 9 minutes ago | parent

[delayed]

Yeri 8 minutes ago | parent

100%. While I do not condone his actions, publicly we do not know anything about his private life and the dynamics. Until there's a statement from his family, for all we know they may have been separated.

It's clearly the CN link and/or the cosying up with a customer that is the problem; the board would not care about his private life (and neither should the public, tbh).

And the open letter sounds more like it was written the way the public would expect a CEO to write.

estearum 4 minutes ago | parent

Then obviously his letter could've said as much. It didn't, ergo an interpretation of available evidence clearly indicates you are wrong.

estearum 4 minutes ago | parent

We do actually know enough to know that the edge cases do not sufficiently apply here to arrive at the conclusion you're implying.

landl0rd 16 minutes ago | parent

Which is as it should be. First of all, marriage is a covenant. If someone cannot be trusted to keep his word on that, it's tough to trust him with power over thousands of employees and trillions of dollars. Second, I'm guessing the board asked Huang after the first affair's revelation whether there were more skeletons in his closet, and he said no. Lying to one's board is more than enough reason to be ousted.

gwbas1c 1 minute ago | parent

> marriage is a covenant

That's a very narrow view that's a function of one's religion, culture, and values.

When I was in school, (US) my very Catholic French teacher explained that his uncle, in France, had a mistress. His uncle's wife knew and was okay with it. What my teacher was explaining is that the culture around marriage varies considerably through the world, and you can't take for granted that what we were taught (monogamy) is the standard that others live to.

neom 16 minutes ago | parent

I was on the leadership team of a startup that is now public, during that build something like that happened (almost exactly the same as this NVIDIA situation sans the spy stuff), there were effectively 5 of us involved in what the outcome should be and it basically came down to: me and another guy didn't want to sit on a leadership team with someone who exercised judgement that way, to the point that it was me and the other guy or affair person, so affair person was out, even tho it was very painful for the business. Also, I don't think what I just described is particularly uncommon.

estearum 5 minutes ago | parent

Yeah it's insane how many people are like "bro affairs are totally normal!" (they're not) or "affairs have nothing to do with the business!" (of course they do)

Look at the NVDA stock chart. There you go! That's why affairs are relevant to business! Business is always about trust, and someone who isn't deserving of their own spouse's trust certainly isn't deserving of anyone else's.

siva7 13 minutes ago | parent

Tell me you have no clue how corporations are run without telling me. Furthermore Jensen wasn't some random executive otherwise this wouldn't be now top news all over the world.

another_twist 12 minutes ago | parent

Hasnt Elon been jizzing around Silicon Valley for like years now ? I guess enforcing these guidelines requires an independent board.

k12sosse 4 minutes ago | parent

Doesn't count if you only rub into a cup and have lawyers exchange the fluid. elon, worlds richest virgo

netrap 2 minutes ago | parent

He isn't married?

miohtama 11 minutes ago | parent

Good executives go to Epstein island and do not get fired.

mapcars 10 minutes ago | parent

Not sure how personal affairs humiliate your business

aaronharnly 9 minutes ago | parent

They do when they're with a subordinate or a vendor, both of which he did. Add on "foreign agent" and you're done.

JeremyNT 9 minutes ago | parent

One of the reasons this behavior is problematic in general is the potential for blackmail. It's not even really a statement about morality, just an acknowledgement that somebody who wants to keep things hidden is going to be beholden to the people who know the secrets.

"It's not the crime, it's the coverup."

red-iron-pine 8 minutes ago | parent

no one cares who you put your dick into if the returns are good and there are no threats to the business. but he only fucked threats to the business.

he was fucking a spy

he was fucking one of his direct reports

what are two things you shouldn't ever do as a CEO of the biggest company in the world?

this wasn't Cindy the random waitress from the Palo Alto Ruth Chris', these were literally two people he should never be fucking

he put the company at risk of national security issues and HR lawsuits for what is otherwise painfully mid-tier pussy. he's gotta go.

chaorace 7 minutes ago | parent

It's entirely possible that the board just wasn't that warm on Jensen in the first place. Not cold, not looking to be the tall poppy that gets cut down... but at least willing to give Jensen the boot if given the right push.

This is how things change. Slowly and then all at once. If the board were more in love with him, they'd probably have been willing to turn a blind eye for just a little while longer. No such luck for Jensen, but we make our own luck in these things.

throw310822 2 minutes ago | parent

> If you publicly humiliate your family and the business

I can hardly imagine anything more stupid than judging the aptitude of the CEO of a 5T$ business based on his private love life.

notenchange 22 minutes ago | parent

Let’s be real here. Everyone making money out of NVIDIA was more than happy enough to go around the restrictions and see the prices go up due to Chinese demand.

Having these people saying otherwise is pure hypocrisy.

shimman 3 minutes ago | parent

It's a good thing Congress doesn't just care about their opinions then.

Topfi 22 minutes ago | parent

Very much agreed, the second this became clear his position was untenable. He will surely have launched his unicorn by the end of December regardless, I’d be surprised if this had any tangible repercussions outside the divorce court.

Very much dislike that this in large part is overshadowed by his adultery, which should be considered separate and treated totally private, at least for the sake of his family.

aaa_aaa 22 minutes ago | parent

And, there is no spy business. They just want a more compliant CEO. What a *hit show.

kphorn 21 minutes ago | parent

The image of Nvidia advocating for exports of GPUs to china while compromised by an allegedly Chinese agent is the real issue here. Endless congressional hearings on that topic starting in Jan. The Nvidia corp still has to answer for that even when Jensen is out.

verramilli 16 minutes ago | parent

+1. Jensen getting really heated when pressed by Dwarkesh over China during his interview can be seen in new light now.

softwaredoug 14 minutes ago | parent

Also that its intertwined with asking the corrupt administration to relax export regulations

theturtletalks 12 minutes ago | parent

There's speculation that Trump knew about the Chinese spy and Nvidia donated $25M to the White House Ballroom in October 2025.

Even if this is just a coincidence, Jensen himself came out and said he donated to the ballroom, but kept the amount hidden. In internal documents, Jensen and Nvidia said to keep the amount hidden and it only came out due to disclosure documents from the government.

spuz 11 minutes ago | parent

The image is not a problem. That image has existed for months already. The problem is that Huang lost the tenuous protection that Trump and Lutnick agreed to give him so he could avoid jail. On that basis, investors are now scared the company might suddenly be under investigation for export violations.

https://www.axios.com/2026/11/11/trump-lutnick-nvidia-china-...

https://www.businessinsider.com/trump-administration-jail-le...

echelon 21 minutes ago | parent

I don't think so.

I think it was the affair with the direct report that did him in.

That's a bigger no-no than selling to spies, especially when the administration knew about it and did nothing.

kaibee 21 minutes ago | parent

> 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 thought this was like, basically an open secret? Like... I'm sure they stayed within the technical letter of the law? Except if any of the laws required them to not be grossly negligent and not be cartoonishly naive. So that they can later argue that they couldn't possibly have known that chips going to South East Asia were being resold to China?

shin_lao 21 minutes ago | parent

The previous and current administration.

This is obviously something that has been postponed for after the midterms.

karimf 21 minutes ago | parent

I agree that this is a more likely explanation, given the AI arms race between the US and China.

I think NVIDIA lose more things by firing Jensen.

CyanLite2 15 minutes ago | parent

Screw him.

He put US national security at risk just because between his wife and his other mistress, he couldn't keep it in his pants.

There are some things more important than stock valuation.

Ntrails 9 minutes ago | parent

> He put US national security at risk

It is far far worse than that - he lied to shareholders.

rileymat2 6 minutes ago | parent

Possibly, I am a bit tired of the national security argument with hand waving vagueness. It’s generally unfalsifiable because details would be a national security risk. Meanwhile we have seen National Security concerns that were pure lies once we get sufficiently far past it.

ActionHank 21 minutes ago | parent

It may well be that it's his private life and it doesn't have much to do with things, but it is a contributing factor. The skirting of export bans was the reagent, but the infidelity is the catalyst that is making it much bigger.

CEO is supposed to be a high integrity position despite most tech CEOs trying to pretend that is not the case. If this person cannot be loyal to those closest to him, how can he be loyal to the company or shareholders?

sharpshadow 21 minutes ago | parent

They didn’t sold the chips directly to China, they sold them to Megaspeed and they sold the compute to China.

forgotTheLast 13 minutes ago | parent

Wilful blindness is not a valid defense

esseph 6 minutes ago | parent

[delayed]

Matl 20 minutes ago | parent

Elon Musk has an AI bot generating explicit images without consent, regardless of age, yet nobody's firing him.

While Jensen seems like an egomaniac who deserves what happened to him, there's a part of me that feels some China hawks had fingers in his firing, it must not sit well with them than America's most valuable company is not in the hands of the old guard.

KingMob 13 minutes ago | parent

Musk has 82% of the voting shares of SpaceX, which owns Twitter. He can't be fired, no matter how much he might deserve it.

ACCount39 20 minutes ago | parent

Him taking the stance of "we should be allowed to sell all the GPUs to China" was bad enough in itself.

Now that the possibility of him being compromised by an actual Chinese spy AND the possibility of Nvidia actually sanction-busting to ship to China regardless are on the table? Both at the same time, no less?

Yeah, that kind of liability is bonkers. Jensen might be too vital to load him into a cannon and fire him into the sun, but I'm not at all surprised that Nvidia wants him gone from the big post.

bluepeter 20 minutes ago | parent

As though the Board had no idea of this, and are suddenly acting oh gosh this is the first we've heard of the phantom SG revenue! Time for Jensen to go. Nah, not buying it. Many of the board have been w JH since the early 1990s. This is because his reckless disregard for the company and his years-long relationship with a Chinese spy.

michelvocks 19 minutes ago | parent

I just find it weird that trump loses the midterms and suddenly this happens. Might be a coincident but feels very sus.

baalimago 19 minutes ago | parent

> supposedly

According to who?

duplessitous 15 minutes ago | parent

There is a wealth of reporting out there, it is harder to ignore this story than to read about it. My statement was couched and is clearly just my opinion, I'll leave the reading to you and let you form your own conclusions

jmyeet 12 minutes ago | parent

There is zero possibility than Jensen Huang faces any serious consequences for this. NVidia is too big and Huang is too wealthy. This administration in particular would never prosecute that. And, even if they did, a pardon is only $1-3 million anyway.

I believe it was the affair with the married subordinate that was the real problem. There's a huge amount of legal exposure for NVidia with that. With the Chinese spy he can portray himself as the victim. As I've said elsewhere, with billionaire corporate security and the support of the US government, It's astounding to me that this happened at all.

Also I'm reminded of this quote [1]:

> If you find two ants in your kitchen, the best estimate of the total number of ants in your kitchen is not two

[1]: https://x.com/_NathanCalvin/status/2084856543561093535

LastTrain 11 minutes ago | parent

The affair is what led to this, demonstrating why it actually should matter if your CEO is having one. Ethics and trust should matter.

ChrisRR 11 minutes ago | parent

There does seem to be a sway in the reporting towards his relationship with an employee and not the whole trade ban and spy stuff. I'm not sure why that is

fsnovask 11 minutes ago | parent

It'll be a relative slap on the wrist. The US is not going to destroy one of the companies keeping it competitive on the AI landscape right now. Worst case, it is a heavy slap and some individuals go to jail, but the company will be fine.

But yeah, the affairs are probably just a last straw.

coldtea 10 minutes ago | parent

>NVIDIA has supposedly been skirting the export ban put in place by the previous administration.

That's not the reason either.

They never did it in a way that's not technically legal.

And the administration allowed the exports later anyway.

They're likely worried about the optics of it, and what a Democrat administration, or increased power, would do to Nvidia stocks with such scandal as leverage.

jMyles 9 minutes ago | parent

> Whether you agree or disagree with the ban, it exists and Jensen&NVIDIA are in a world of trouble if this comes to light.

...maybe. Or maybe not. Consistency in application of the law is not exactly at an all-time high right now.

zerr 9 minutes ago | parent

Does it mean we will have mass produced cheaper graphics cards? Akin to flagship killer mobile phones and other hardware? Sounds good.

bartender26 9 minutes ago | parent

Pretty sure he was fucking a Chinese spy though... so...

TheTrueAres 8 minutes ago | parent

Being compromised kinda does seem like a reason to be fired. It seemed well known he was doing it since there are plenty of photos over a few years? So it’s more she was a honeypot.

pwthornton 4 minutes ago | parent

He committed what looks like some light treason. The fact that he had an affair with a Chinese intelligence asset who helped the CCP bypass import restrictions is why he had to go.

seydor 3 minutes ago | parent

They were allowed to sell to china, just not their top models. It was widely known that china acquired those indirectly.

What changed is the publicity about the affair. So this is about the affair.

Betelbuddy 3 minutes ago | parent

Biggest valuation ever will turn into biggest investor lawsuit ever. The music on the AI circular deals is about to be broken by a feminine spell. This has Lord of the Rings all over it...

jonathanstrange 2 minutes ago | parent

Everybody should be against the export ban. It's laughable to claim that it is for "national security", it's blatant protectionism to cover US AI companies for the fact that they operate at monumental losses. Any country in the world should be allowed to buy the hardware they need to run AI, if they need it, and if the roles were reversed the US should also be allowed to buy tech from other countries. Graphic cards aren't nuclear bombs, and AI is a multi-use core technology every nation on earth should have access to. So far, China has made a far better impression in that respect than the US. At least they have published open weight models.

The future will be commoditized local AI anyway, so it doesn't matter in the long run. I just needed to rant a bit about the US hypocrisy in that matter.

kilroy123 29 minutes ago | parent

I don't know, I just have a feeling he'll be back. Steve Jobs style.

ExoticPearTree 11 minutes ago | parent

That would be so awesome.

sangeeth96 6 minutes ago | parent

Sure, that Steve Jobs, the guy who had an affair with a Chinese spy and slept with an employee. What an egregious comparison.

Taek 28 minutes ago | parent

I have to imagine that Jensen is under an enormous amount of stress right now. I hope whatever he's going through he's got support. This all seems to be happening way too quickly to be just.

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.

ASinclair 27 minutes ago | parent

Hopefully his wife has support. Jensen gets to reap what he sowed.

trvrprkr 27 minutes ago | parent

He's the chief architect of this. I hope the ones he's hurt along the way have support.

frabjoused 19 minutes ago | parent

He’s also the chief architect of one of the most influential companies in the world. How many people has he positively affected?

calcifer 17 minutes ago | parent

> How many people has he positively affected?

What's your definition? People he sold a GPU to at extortionate markups?

cj 16 minutes ago | parent

He makes overpriced computer chips... he isn't gandhi.

mapcars 8 minutes ago | parent

He is changing the course of history, maybe even more impactful on a global scale than colonial conflict

trvrprkr 14 minutes ago | parent

> How many people has he positively affected?

I honestly don't care. It's not a balance sheet to me.

Topfi 14 minutes ago | parent

What’s the revenue target I need to hit to get a free pass for sanctions avoidance? What other rules, regulations and laws do you think he should be absolved from considering NVIDIAs quarterly profits?

63stack 13 minutes ago | parent

And how many has his influential company affected negatively?

edent 10 minutes ago | parent

That isn't the way the world - or most morality systems - work.

A surgeon who saves a thousand lives doesn't get a pass for the one murder they commit.

If the person who eventually cures cancer also happens to be a rapist, do you remember their name with awe or pity?

The sort of Felicific Calculus practiced by the "Effective" Altruists is a tawdry trick designed to excuse despicable behaviour.

233mhz 26 minutes ago | parent

> I hope whatever he's going through he's got support.

You don't get to cheat on your wife, company and country and get support lmao, what a strange things to say.

gizajob 23 minutes ago | parent

Which country? The country of Taiwan where he’s from and where all his products are made? Or the USA whose diva in chief has had a fit about selling said chips to the country who produces all the USA’s stuff?

Some very harsh words being thrown around for Jensen’s very human failings. Try walking in his shoes, or at least having some degree of understanding and empathy.

tranceylc 19 minutes ago | parent

Try walking in his shoes? He has an easier life than 99% of people lol. People always quick to jump in to defend the shittiest behaviour, maybe have some empathy for his wife?

gizajob 17 minutes ago | parent

Well conversely you’re labelling and attacking what you consider the shittiest behaviour, when you only have a sliver of detail. Try pondering what it’s like to create a $5trillion company leading the 21st century’s biggest boom, and consider what weird and unthought of and irresistible demands that might come with. The guy started in Denny’s.

fuussssip 8 minutes ago | parent

99% is too low. He has an easier life than anyone. There's maybe tens of people who have an even easier life.

gizajob 2 minutes ago | parent

Crazy talk. I’m sitting on a beach in Italy right now. My life couldn’t be easier. The stress and pressure of running a company like Nvidia is off the charts.

And you’re a bot so as if you’d know.

ceejayoz 16 minutes ago | parent

> Try walking in his shoes…

Chances are I could just sell them and live for a year or ten off it.

https://www.cnbc.com/2026/07/17/leather-jacket-worn-by-nvidi...

Which illustrates the gap between his life's challenges and everyone else's nicely, IMO.

233mhz 6 minutes ago | parent

He's a US citizen living in the west coast and the CEO of a company's who's headquarter is also there.

> Some very harsh words

Who gives a fuck, every executive is a sociopath, no feelings for parasites

gizajob 5 minutes ago | parent

Jensen doesn’t give off sociopath vibes. He really doesn’t. There’s a big difference between being sociopathic or psychopathic and having one’s ego inflated by overwhelming success. Try seeing what it is next time you’re gazing in the mirror.

233mhz 2 minutes ago | parent

Who the fuck goes out of his way to lick a CEO's boots on a public forum?

Gattopardo 26 minutes ago | parent

I'm sure the billionaire will be fine.

neilsimp1 25 minutes ago | parent

He cheated on his wife. More than once. Fuck him, let him be stressed.

b112 23 minutes ago | parent

Ah. So you know their relationship? Whether it's an 'open marriage' or not? Whether the wife cheated first, or not? You're of course, in the know, so you can judge, yes?

He could have done a wrong thing. Or the affair could have been perfectly fine with his wife. Or the marriage could have been on the rocks for years, and they both agreed to not divorce, with all the drama and media attention, and just live their own lives.

But you know all this is true, or not true.

Yes?

nemomarx 20 minutes ago | parent

If it was an open marriage, why would his first statement have been an apology to his wife and family? I don't see any reason to start assuming it was actually fine. In any case the affair becoming public in such a way would still be hurting them - the media attention you're speaking about. Much worse than a divorce, right?

win311fwg 16 minutes ago | parent

Because the public sentiment towards open marriages is even more negative than towards infidelity? One is seen as a mistake that one can atone for, while the other is seen as a rejection of the institution itself in a country that has strong beliefs in it. Still only 65% of Americans support gay marriage, for example. Marriage following strict rules remains deeply important to a lot of people.

notThrowingAway 19 minutes ago | parent

he wouldn't have publicly apologized if all of that was "perfectly fine" with his wife

yulaow 19 minutes ago | parent

He wrote himself a press release saying he was unfaithful and because of his actions he hurt his family... it sounds pretty clear that was not a consensual non-monogamous relationship. https://nvidianews.nvidia.com/news/a-message-to-our-company

booty 18 minutes ago | parent

I agree with your sentiment in general: we should not make assumptions about the parameters of others' relationships.

But in this case, Huang himself explicitly mentioned the hurt that he caused his family. I don't think it gets much clearer than this.

    I owe my family and all of you an apology.

    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.

    Throughout my life, my family has given me love and 
    support. They deserve my honesty and loyalty. Instead, 
    I let them down and damaged the life we built together. 
    I take full responsibility for what I did and the hurt I 
    caused, and I accept the criticism that comes with it.

    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.
https://www.cnbc.com/2026/11/08/nvidia-jensen-huang-email-bo...

mapcars 6 minutes ago | parent

We don't know how much of that is "what public expects" in such situation vs what is actually true.

Even if his wife doesn't care it would be wise to keep this apology style, rather than try to go with cliche "its not as bad as it looks".

iammrpayments 2 minutes ago | parent

This is just some basic PR letter, no one from his family actually cares about corporate theatrics

jkahrs595 18 minutes ago | parent

Might wanna google the term “affair”

throwayay58373 12 minutes ago | parent

People don't need facts when they just want an excuse to attack someone from the outgroup.

thehappypm 12 minutes ago | parent

He publicly stated he broke his wife’s trust, buddy.

jfckenfishf 21 minutes ago | parent

Who says she's didn't know or even if she cares?

nsoam 20 minutes ago | parent

Yes, I'm completely sure his wife never ever cheated on him, lol

slekker 14 minutes ago | parent

LMAO this guy feeling bad about a billionaire who cheated on his wife. Is he projecting muc

Topfi 25 minutes ago | parent

Actions do have consequences and unlike his family, he made those decisions. They also are affect by them despite never having a choice.

catchnear4321 25 minutes ago | parent

He put out the hit on himself when he stepped out.

kennyadam 25 minutes ago | parent

I think with personal wealth in the billions he'll be just fine.

detourdog 19 minutes ago | parent

Money is not that helpful when a 40 year old intimate relationship dissolves. Being able to buy things does little for memories that can no longer be shared.

Arn_Thor 10 minutes ago | parent

womp womp. Shoulda thought of that before he went and got himself some strange

bar8uyr 24 minutes ago | parent

If only there was something he could have done to not do it

netrap 24 minutes ago | parent

Such a bizarre take to me. Yes, it's a quick fall.. but can you really trust him after he's been caught having an affair with a supposed Chinese spy, _and_ potentially another one with an employee? There is zero chance any normal business would keep a CEO after this...

K0balt 22 minutes ago | parent

Normally this would never come to light, the admin has known about the Chinese agent since 2025, and there is an extremely high probability that they know of any other affair partners as well as what he had for breakfast and how he’s doing with the fiber in his diet.

If you think that billionaire execs of highly strategic companies don’t have the CIA nonconsentually implanted in their colon you are extremely naive. He misstepped politically.

I’ve known a lot of execs, and I can probably count the ones that were highly successful and never cheated on their wives on one hand. The temptation comes with the territory, and the opportunities are endless and disarmingly charming. It takes a man of outstanding moral character to be unfailingly perfect under those circumstances, and unfortunately outstanding moral character is often not what gets you into the c-suite. It’s a lot like rockstars in the 70s, actually, but with more boring clothes.

zippyman55 21 minutes ago | parent

If there were a dozen more affairs I would not be surprised.

hashmap 24 minutes ago | parent

It is as much of a mistake to anthropomorphize billionaires as it is to anthropomorphize LLMs. People with resources greater than nations are .001% human and the rest is closer to a lovecraftian god. Consider that he can shatter markets or send massive trading companies under simply by having an affair. The empathy is misplaced.

ExoticPearTree 15 minutes ago | parent

He actually built something amazing. That is why he should be thanked and left alone, not thrown under the bus.

So much hate for him, it is sad.

HolyLampshade 23 minutes ago | parent

I think the external event maybe moved quickly, but I read there was an internal event as well.

I’m sorry but this shows wildly inappropriate decision making. Say what you will about honeypots (I received specialized “warning” early in my career, but I recognize that is abnormal), but we all are forced through training every single year about how relationships at work, especially with imbalanced power dynamics, are inappropriate and should not take place.

I don’t care about the infidelity, but he represents the company at its pinnacle. He had to go.

furyg3 22 minutes ago | parent

I'm sorry, but a hit job he conducted on himself?

You can agree or disagree with his position on exporting to China being good/bad for nVidia or the US. But actively working closely with a company (Megaspeed) where, from a thousand miles away, it was clear that their primary goal was to get around and/or bend US export controls... that's a bad idea. Megaspeed was clearly working for the direct benefit of the Chinese government.

Add onto that having an extramarital affair with the representative of that company? Come on, it's extremely likely she's an agent of China, and if not it's a gigantic business risk.

Then, on top of that, you have to remember that he's married. A divorce results in half of his shares going to his wife, who would then have a grudge, probably not in the best interests of the comapny.

MattDaEskimo 22 minutes ago | parent

To call it a hit job is absurd. He is smart enough to know his actions could have severe consequences. He took a massive risk on behalf of millions for his own momentary pleasure.

Not a single inch of empathy for his wife and family, nor the misled investors and staff.

CodeArtisan 19 minutes ago | parent

It's only the beginning of his problems. Congress hearings and an investor class action lawsuit are being prepared.

worldsavior 18 minutes ago | parent

There is no support for people like him, CEOs of such big companies, or even any respectful CEO. People would only use him. That's human nature for you.

realmanrealmanu 17 minutes ago | parent

Won’t someone please think of the poor tech CEO

yokoprime 13 minutes ago | parent

Just like Jensen built nvidia from scratch, he did build this situation from scratch too.

KaiserPro 13 minutes ago | parent

maybe he shouldn't have been putting his dick in people other than where it was supposed to be?

I mean yes, he shouldn't be hounded, but if he'd kept it in his pants, he could have avoided all this nastiness.

WhitneyLand 6 minutes ago | parent

I think finding humanity in our villains can help us gain perspective so I’d agree on your first point.

However let’s hold both thoughts at once, this was no hit job. Nvidia was forced to act quickly to mitigate business and legal risks. The eventual fallout they’ll face is still not fully known.

htrp 28 minutes ago | parent

coup brought to you by anthropic?

theandrewbailey 28 minutes ago | parent

Jensen might go down as being less like Jobs and more like Weinstein.

lenerdenator 28 minutes ago | parent

Someone of incredible wealth and influence suffering negative outcomes for something wrong that they did?

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.

lvl256 28 minutes ago | parent

For all his faults, I do feel for Jensen. He built this thing from an absolute scratch. He had a lot of luck on the way, from crypto to CUDA. And who can forget his spat with Jobs all those years ago.

kphorn 25 minutes ago | parent

This is undoubtedly the most painful professional moment in his career which has been almost entirely Nvidia.

ACCount39 25 minutes ago | parent

Nvidia eventually had a spat with just about any corporation it has ever worked with. Their only partnership that stood the test of time is probably Nintendo.

piker 17 minutes ago | parent

TSMC?

fernandotakai 7 minutes ago | parent

from what i remember, morris chang is a close friend to hueng.

i wonder what will happen to nvidia's relationship with TMSC now.

bluepeter 19 minutes ago | parent

He worked at Dennys in Portland for a while, so... He can always lean on that experience if needed.

throw03172019 15 minutes ago | parent

I think he will be ok with $50B+

lolcatzlulz 17 minutes ago | parent

7th richest person in the world. Has multiple side pieces. The horror, the horror.

jmathai 9 minutes ago | parent

Success in some areas of your life does not insulate you from tragedy. The guy still puts his jeans on one leg at a time. Probably very expensive jeans he throws away after one use...but still. The human condition cannot be escaped.

This includes his family and the family of those involved in the affair. Many lives were turned upside down.

ChrisGreenHeur 14 minutes ago | parent

> "And who can forget his spat with Jobs all those years ago."

Apparently I am able to, what was that?

jansan 7 minutes ago | parent

I don't remember either, but I do remember Linus Torwalds not being entirely satisfied with NVIDIA. That is actually something very hard forget.

https://www.youtube.com/watch?v=iYWzMvlj2RQ

KingMob 12 minutes ago | parent

> He built this thing from an absolute scratch.

Pretty sure all those nVidia employees over the years had a bigger hand in building it.

stonedivot 7 minutes ago | parent

Right. I'm sure if you got all of those employees in a room together with no vision and no Jensen, Nvidia as we know it today just pops out, right?

coldpie 12 minutes ago | parent

He is hoarding dozens of billions of dollars. He does not need your feelings, he needs a wealth tax.

lrae 7 minutes ago | parent

Wrong tree?

> Nvidia CEO Jensen Huang Backs California Billionaire Tax Despite Potential $8B Bill

> "I don't mind paying taxes. The more you make, the more taxes you pay. I'm okay with that," Huang said

mynti 27 minutes ago | parent

I think this just confirms that he had knowledge of gpus going to China and the board wants to minimize the damage now. His infidelity does not help but I doubt the board would have ousted him for that

gizajob 22 minutes ago | parent

Everyone on that board will have had knowledge of GPUs going to China. Everyone on on THIS board has knowledge about GPUs going to China. Jeez.

jazzypants 15 minutes ago | parent

So, you think that crime is good? What's your point here?

gizajob 15 minutes ago | parent

Yeah it’s great.

cogman10 11 minutes ago | parent

I'm going to suggest that everyone or a lot of people on the board likely knew about the affairs as well. Jensen wasn't exactly hiding it.

This is a CYA move by the board as all this is becoming public.

ferguess_k 27 minutes ago | parent

I guess no one wants an Emperor, and someone needs to teach the tech lords a lesson after mid-term, let's see how NVIDIA holds up.

bix6 26 minutes ago | parent

Nice to see a slimeball get what he deserved for once. Too many people in power get a free pass lately. Inexcusable conduct and no morals. We deserve better from our leaders. Elon and Trump next please.

iammrpayments 23 minutes ago | parent

Why do you care that much about other’s people sex life.

bix6 21 minutes ago | parent

I care about powerful people tainting our culture with their selfish bullshit.

This man lied to the entire US economy and cheated multiple times. Stop excusing his conduct.

swolios 14 minutes ago | parent

There might be a little delusion to think anyone in the 100m+ bracket of living isn't in some sort of "open" relationship/serious depravity situation. Surely the epstein fiasco would shed some light on this to the plebs

These people have homes in places not only where prostitution is legal but much worse - and are rarely with their "family".

bix6 11 minutes ago | parent

And I will continue demanding better even in the face of your defeatism and all the downvotes I receive. We can make the world better if we try.

mschaef 6 minutes ago | parent

I can't speak for the OP, but it's not like there's actual separation between the sense of morality an individual uses to make decisions about sex and relationship and the sense of morality an individual uses to make commercial decisions. It's the same person with the same set of values making choices in two separate domains. It's not two different people.

This will be particularly evident if the GPUs to China aspect turns out to be true in addition to the affair. It's not really a surprise that someone who might view themselves above the vows they took to their life partner might also view themselves above their other legal and moral obligations. (Like, in this case, following export laws.)

Beyond all that, it's also not unreasonable to expect our leaders to lead by example. The affair with the spy was setting a bad example. The affair with a subordinate was setting a bad example. You're right that a part of that's about sex, but it's equally much about personal judgement, risk exposure, what it means to lead, and the organization you aim to create. So I wouldn't be so quick to diminish it as being solely about "other peoples sex life".

macinjosh 26 minutes ago | parent

The only reason Jensen is out is because he doesn't pretend AI is an existential threat like Anthropic and OpenAI do to boost their own valuation/moats and to boost the anti-China sentiment for the administration.

whatever1 26 minutes ago | parent

Who ordered the hit? This was coordinated. None of the info was new, it was dwelling for years.

franktankbank 25 minutes ago | parent

Curious if the spy stuff will get swept under the rug. US leadership seems kinda tarded hate to say it.

karimf 25 minutes ago | parent

I don't understand. Who's driving this change? The board, the administration, or who?

Given the report that the US gov knew about this for a while, it seems more likely that it's coming from the administration?

Arn_Thor 6 minutes ago | parent

More likely the hardliners/security establishment. Rubio reportedly let Trump know of the affair/spy suspicion earlier this year (April? I don't recall), and he clearly ignored it because he likes Jensen and/or he wanted to get in on the action as Nvidia was making bank selling GPUs to China.

This breaking just before a meeting with Trump/Xi and just after the midterms show a changing wind in Washington is a hell of a coincidence—or not.

saberience 24 minutes ago | parent

I have to say, this seems like a ridiculous over-reaction on the part of the board.

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.

fuussssip 20 minutes ago | parent

It's not about the sex. It's about the judgement shown in cheating with a Chinese spy and a direct report, specifically. It's the lack of trustworthiness shown by someone who is willing to cheat in their marriage (presumably they are then fine lying to their company). And finally it's about exporting gpus to China illegally.

This isn't just a case of some extramarital sex.

e0n 19 minutes ago | parent

I think the whole "selling chips to a country we have an export ban with" thing might be more of their concern.

lastofthemojito 17 minutes ago | parent

Sure, but what about the relevant accusations?

Could 75% of CEOs in the US help foreign intelligence assets to evade export controls and not face consequences?

twodave 17 minutes ago | parent

It’s quid pro quo sexual harassment.

dyauspitr 16 minutes ago | parent

They don’t care about some paltry affairs

thibsrn 24 minutes ago | parent

Those are some world-changing, high impact, most consequential genitals right there. Impressive.

ghc 23 minutes ago | parent

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.

gizajob 20 minutes ago | parent

“Hey Lisa! How’s it going? So ya we just fired your cousin who created our company. We were wondering if we could get on a call with you about replacing him and leaving your rival company? If you could call us back on 1-800-NVDA that would be great.”

modzu 20 minutes ago | parent

i mean if she puts on a leather jacket she looks just like him lol. evidently they are actually related

thelastgallon 23 minutes ago | parent

Jensen Huang: I wish upon you ample doses of pain and suffering

https://www.youtube.com/shorts/UURquropEhE

gotmedium 23 minutes ago | parent

is today the best day in over a year to buy NVDA? From a long-term perspective, how much was he the one driving innovation, and can they be something like an Apple who overcame founder's reliance?

modzu 19 minutes ago | parent

the market is reflecting the risk. youre not smarter than the market

avajon 9 minutes ago | parent

it's not a risk, it's definite nosedive. How the f*cking board selected the replacement? Unbelievable stupidity!

ucyo 23 minutes ago | parent

Who of you guys is applying?

andreshb 18 minutes ago | parent

throwayay58373 23 minutes ago | parent

The volume of glee in this thread is alarming.

fuussssip 17 minutes ago | parent

There's very little glee? There's lots of "no big deal, why is he fired" and lots of "these are firable offenses", but no glee.

bekman 23 minutes ago | parent

NVIDIA without Jensen? That’s a huge risk. The company may be bigger than ever but replacing its visionary won't be easy.

mihaaly 15 minutes ago | parent

Obviously, only him could have great visions about NVIDIA. I am expecting a 'we are going to stagnate, at best, without Jensen' worded admittance now from those poor folks remained in the organisation, with all those visionary thoughts taken away from them so abruptly. CEOs are the one taking the companies forward!

bbor 13 minutes ago | parent

The replacement seems pretty competent, though. Doubtless the #1 most powerful woman on the planet, now: https://en.wikipedia.org/wiki/Colette_Kress

yokoprime 12 minutes ago | parent

NVIDIA would be without Jensen some day anyway, and he still owns a lot of stock.

dangoodmanUT 22 minutes ago | parent

I’m sure Nvidia will have great leadership to substitute Jensen, but man is this a generational fumble from Jensen.

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

dewwi 22 minutes ago | parent

I hope this won't change NVIDIA's refusal to block inference for unsigned and registered open-models in the firmware of modern GPUs. Anthropic and others are pushing hard on this. First the hardware export ban, eventually the software one via hardware-enforced execution controls like IETF hinted at

mihaaly 22 minutes ago | parent

Let this be a learning experience for everyone here: if you ever get the CEO if a US tech giant, then never f** a Chinese spy! (and never circumvent export bans while you are at it)

yanhangyhy 21 minutes ago | parent

another poor chinese guy. they will never be trusted in the america system.

isoprophlex 20 minutes ago | parent

The memeing on r/wallstreetbets is off the chart today. At least we have that...

DonHopkins 20 minutes ago | parent

>NVIDIA Announces CEO Transition (nvidia.com)

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.

logicallee 20 minutes ago | parent

As per our Law 3, the shortselling companies responsible for this will now be liquidated:

https://stateofutopia.com/laws/3/law3.html

I'd like to give some insight into this process. A few days ago, we learned that market disrupters were planning negative news to artificially collapse the AI economy, we investigated it at the time and considered completely outlawing short selling. Here is our investigation: https://grok.com/share/c2hhcmQtMw_e05fb23d-aa67-43e4-a7c1-df...

As you can see, it was not clear that we should completely eliminate short selling.

When the character assassination process began against Jensen (who is the Founder of NVidia; he currently owns around 3% of the stock; his stake is worth around $100 billion) we gave our feedback that this is not newsworthy.

Yesterday, we learned of plans to remove him from his position and passed the law linked above, making this illegal.

We will now begin the process of liquidating and delisting the short seller companies involved. These are some investment banks.

We do not consider any of the recent reporting to be newsworthy or material.

nemomarx 16 minutes ago | parent

"our" and "we"?

striking 13 minutes ago | parent

I thought he resigned

qsymmachus 11 minutes ago | parent

What on earth are you talking about

Sol- 19 minutes ago | parent

Can't help that it leaves a bad taste in my mouth that the China hawk fraction of the US government and associated entities (i.e. Anthropic) obviously brought the hammer down on Jensen here, even if he arguably brought about his own downfall with the affair.

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.

ekojs 19 minutes ago | parent

> Jensen Huang was fighting hard to hang onto his role with the company he founded, according to several people briefed on the discussions. But an interim plan for the chief financial officer, Colette Kress, to take over Nvidia was well underway yesterday.

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.

worldsavior 19 minutes ago | parent

Weird move. There is something more to it. My guess is that he spilled some stuff.

alangibson 19 minutes ago | parent

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.

jmyeet 18 minutes ago | parent

The irony isn't lost on me that Jensen Huang suffered consequences for his involvement with mature, consenting adults and a whole bunch of other tech billionaires didn't for their island antics.

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.

mcmcmc 3 minutes ago | parent

[delayed]

trolleski 18 minutes ago | parent

He got tired of winning.

shaolinspirit 17 minutes ago | parent

idk how people can symphatize a cheater. he could divorce his wife and continue to do his private affairs but he chose to lie

bad_haircut72 17 minutes ago | parent

My conspiracy theory is that its American spies who let this go public to pressure him out because Jensen was fighting their agenda of stopping China getting advanced chips. The flow will probably slow for a while, domestic Chinese companies will be forced to adapt, and as a bonus the USA wont even be competitive because they took their best horse out behind the woodshed and shot it to stop someone else from getting a ride. 12 months from now Jensen is gonna be VP of AI hardware at Huaweii or similar, calling it now. Another A+ geopolitical move from an administration that has been in a class of its own right from the beginning. Im a nobody who knows nothing but if I had to bet it would be on this.

ObnoxiousProxy 17 minutes ago | parent

So when Musk sleeps with anything with 3 adjacent holes it's fine, the one asian nerd screws two women and is ousted imnmediately. Yet people think there's nothing behind this?

Mind you, when these affairs happened is also literally when he took the company to 5T market cap

Anyway, Nvidia is screwed.

nemomarx 14 minutes ago | parent

Musk has total control of his boards and still gets sued by shareholders on occasion for stuff. Just because he's impossible to fire doesn't mean it's fine when he does it to anyone though.

avajon 16 minutes ago | parent

If shareholders want to save the company fu-g board of directors should be replaced completely and Jensen back.

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.

addisonj 16 minutes ago | parent

Huh, between the Anthropic IPO, the big shift in political environment, and the change in outlook for tech stocks, this comes at a pretty pivotal moment to see if AI train keeps accelerating at the same pace or if we start to see the end of the bubble.

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.

debrisontrack 16 minutes ago | parent

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.

chvid 16 minutes ago | parent

The American empire cutting off its nose to spite China.

ksec 15 minutes ago | parent

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.

ZoneZealot 6 minutes ago | parent

'Singaporean' company whose former managing director (Chinese national Alice Huang / Huang Le) and owner (through a self-titled company) is the same person he's had an extramarital affair with.

The same company they've audited the datacentres of, and saw dummy non-running servers within which had been stripped of their GPUs, and were 'fooled' that they were simply yet to be commissioned.

Varelion 15 minutes ago | parent

I love the stock dive for nvidia. I hope it never stops.

nickalaso 13 minutes ago | parent

So, I understand this is getting priced in to some degree, but I just don't see how any of this will change the fundamental core business value of NVIDIA. 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.

JoJacobs7676 12 minutes ago | parent

He was at the top of the world just last week and now his career is over. Slept with a direct subordinate - who btw rose quickly through the ranks - also slept with a Chinese spy and allegedly sold one of the most precious commodities in modern times illegally to an economic adversary. Hit job or not, he really fucked up.

sys_64738 12 minutes ago | parent

This will be a disaster for NVDA losing their leader. The company will eventually descend into chaos when the roadmap dries up.

kittikitti 11 minutes ago | parent

Jensen Huang called Israel a "second home" while it was committing genocide against Palestinians. This is just a continuation of a pattern of corruption. I think he resented his own success because these are not honest mistakes. Jensen Huang is the AI Great Gatsby.

thwgrw 10 minutes ago | parent

always helps to keep it in your pants

ddxv 10 minutes ago | parent

Just a sad state of affairs. Jensen was by far the biggest voice pushing for open weights and keeping the Anthropic / OpenAI doom narrative from getting out of control.

Now without him there will be a vacuum for the ideologies of Dario / Elon / Sam to fill the void.

twodave 10 minutes ago | parent

The number of people here who don’t take sexual harassment in the workplace by the CEO of a world-leading company to be a serious, fireable offense—and the fact that so many of you claim to care about things like women’s rights and social justice—is mind-boggling to me. This is a man who could be fired just for OFFERING to have sex with a subordinate. The fact the he did it, and that she got promoted seals his fate as a predator in my mind. But we live in an age where the only truth people believe is the one that makes them feel a certain way, so I guess I shouldn’t be surprised.

timmg 6 minutes ago | parent

> sexual harassment in the workplace

I had only heard about a consensual relationship.

paxy 3 minutes ago | parent

No such thing as consensual when saying no to the boss could result in getting fired.

Jackson__ 6 minutes ago | parent

The number of people here who don't think women can consent to sexual relationships is thankfully not quite as high.

igleria 6 minutes ago | parent

money before principles. Not to be crass but this is the ycombinator forum, not bluesky. do not expect principles before money, this is the absolute opposite of trying to preach to the choir.

kphorn 4 minutes ago | parent

In any scenario it’s not appropriate. Among peers, everyone knows about the “special relationship” and it directly attacks any perception of fairness and enables others to justify similar or worse behavior in the org.

nemomarx 4 minutes ago | parent

wait who said hn supported social justice and women's rights generally? that's not really been my impression wherever it comes up

bad_haircut72 2 minutes ago | parent

That chick could very well be an American spy who did everything she could to get him into bed, you have no idea what the truth is.

BeetleB 2 minutes ago | parent

Let's dispense with the theatrics. Having a relationship with someone in your chain is not even close to sexual harassment. Yes, it can lead to it but generally it doesn't. It's not at all illegal either.

When I entered the workforce not so long ago most companies didn't even have policies against it. My university didn't make a policy about it until 2012.

I think it's a good policy and it's fair they enforce it, but equating it to sexual harassment is nonsense.

thwgrw 10 minutes ago | parent

a night with venus, a lifetime with mercury

mapcars 9 minutes ago | parent

So does this pretty much confirms the spy thing? I think it was only an assumption

kphorn 9 minutes ago | parent

Jensen has created more shareholder value than nearly any human on earth. Significantly more than Elon, with the key distinction that Jensen has distributed much more of that shareholder value than Elon has through stock options to employees and appreciation of public stock (it’s one of the reasons he’s worth 150Bn vs 1Tn).

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.

nemomarx 4 minutes ago | parent

What's the downside of that for the economy? It seems like it would be the market becoming more efficient, cutting down on margins and so on. Bringing Nvidia back to earth might open up cheaper hardware for other companies to work with and accelerate AI anyway.

qsymmachus 1 minute ago | parent

Doesn't this situation demonstrate how bonkers it is to pin the fortunes of the stock market and potentially the entire economy on the behavior of one person?

another_twist 8 minutes ago | parent

I guess everyone looks at infidelity and goes oh the horror. Thing is these are puritanical views and has no bearing on the companys wider performance. Not to mention the fact we dont really know what was going on with these people's personal lives. Now going around sanctions otoh is a whole different problem. Although tbf, given the clown that is the US president right now, I am not sure the US has the moral high ground to suggest selling to China is a problem or anything. I dont see the point of these sanctions, so I understand if Nvidia found a way of going around the sanctioned pathways.

nickdothutton 8 minutes ago | parent

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.

igleria 8 minutes ago | parent

He wanted to have the cake and to eat it at the same time. I've seen CEO's who handled this in a much more orderly way, such as: getting a divorce, then announcing internally to the company that he is getting a divorce, then announcing he has found new love with a certain person at the company and in the same sentence announcing that the certain person effectively no longer answers to him, but to the board or something like that.

Still icky, but this person still enjoys success as a CEO of their company. Huang not anymore.

ramshanker 7 minutes ago | parent

Meanwhile, twitter is all up on Elon hiring Jensen as CEO of Terafab!

listedb 7 minutes ago | parent

Not surprising at all is it?

codingisfreedom 7 minutes ago | parent

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.

jthomas1 7 minutes ago | parent

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

meowlamoon 6 minutes ago | parent

The board, made of 10 members, only has 3.94% of Nvidia share in total, out of which 3.58% is owned by Huang.

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.

zahlman 3 minutes ago | parent

Looks like there are a lot of duplicate threads that will have to get folded together...

ryzvonusef 3 minutes ago | parent

Elon knocking on his door rn ;p

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.

lavendermon 1 minute ago | parent

What is hard to argue: Jensen did a remarkable job leading his company, especially during the development of CUDA, which required an enormous investment in the 2000s but eventually created an ecosystem that outside developers and companies now help sustain and expand. CUDA is a major reason Nvidia has such a dominant market position and should continue to achieve far into the future, regardless of who is CEO. Nvidia's massive risk and its extraordinary payoff will likely be studied for a long time.

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.