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Shaky espionage case may not save Jensen Huang's Nvidia job
Jensen Huang's supporters question espionage allegations. But Nvidia's board may have had other reasons to accept his resignation.
New reports cast doubt on intelligence behind Jensen Huang's downfall
New reports raise questions about the intelligence behind Jensen Huang's ouster from Nvidia and the role of China hawks in the US administration.
Petition to reinstate Jensen Huang at Nvidia has 100,000 signatures
Organizers of the petition say some 50,000 shareholders and 5,000 current Nvidia employees, have signed their petition to bring back Jensen Huang.
Who will be Nvidia's new CEO? Top candidates to replace Jensen Huang
Nvidia's new CEO search is underway after Jensen Huang's resignation. Rene Haas, Tim Cook, and others are being floated as potential candidates.
Jensen Huang's surprising admission before his downfall
Jensen Huang's management style helped build Nvidia. After his exit, a conference appearance raises fresh questions about its future.
McKinsey boss lays out how companies can prepare for Nvidia-like crisis
Boards should imagine and discuss as many scenarios as possible just in case they happen, said McKinsey chief Bob Sternfels.
Nvidia CEO scandal shows how workplace romances go wrong, says HR exec
Microsoft's ex-VP of HR says the Jensen Huang situation reminds him of an important rule about office relationships: Get out.
Nvidia scandal hits Trump’s political vulnerabilities after Democratic sweep
The scandal connects to voter concerns over AI, data centers, China and corruption.
Jensen Huang allies seize on Alice Huang uncertainty
Some big names in tech and business have rallied around Jensen Huang in the aftermath of his resignation as Nvidia's CEO.
Companies love a ‘rockstar’ CEO. Until they depend on one
Jensen Huang’s exit tests Nvidia’s succession planning and governance, and offers lessons for companies that elevate their CEOs to rockstar status.
Dyania and NVIDIA partner to scale AI-driven clinical reasoning across health systems
Dyania Health today announced a collaboration with NVIDIA to put AI clinical reasoning to work inside health systems, on their own infrastructure, at the scale of their entire patient population.
Nvidia: How the Jensen Huang scandal exposed a headache for business-friendly Singapore
The scandal has cast a spotlight on Singapore's success as a chip hub - and a location for alleged illicit trade.
Nvidia’s week of chaos, explained
In a matter of days, a corporate scandal has toppled the leader of the world’s second-most valuable company, Nvidia CEO Jensen Huang; thrust his family into the spotlight; raised huge questions about the future of the AI industry; and landed on Washington’s doorstep.
Why Commerce Secretary Howard Lutnick Is Under Pressure for Nvidia Ties
Lawmakers – including some key Trump allies – are pressuring Commerce Secretary Howard Lutnick on his connections to fallen Nvidia CEO Jensen Huang, as national security concerns intensify over the executive’s affair with a woman believed to be a Chinese spy. Huang resigned Thursday, days after ...
How Nvidia Can Move Forward Without Its Founder
When a celebrated founder leaves abruptly, the board must stabilize the business, communicate clearly, and find a successor who can lead through uncertainty. In this Q&A with Harvard Business Review Senior Editor Juan Martinez, Harvard Business School professor Sandra Sucher discusses the challenges facing Nvidia’s leadership. She explains how directors can demonstrate the company’s capabilities, support investigations, and help employees address customers’ concerns. The succession search requires assessing whether internal executives have gained the authority and experience needed for the top job. Sucher also discusses what an outside candidate would need to succeed and how to keep valued executives engaged. Her advice emphasizes honest communication, deliberate leadership development, and giving employees a meaningful role in rebuilding trust across the organization.
The NVIDIA story is a BFD
Jensen Huang, the CEO of Nvidia, one of the world’s most valuable companies and perhaps the most strategically important corporation to the future of the United States, resigned after admitting to an extramarital affair with a woman U.S. intelligence officials believe was a Chinese spy. This is a big fucking deal. Thanks, Captain Obvious. But my impression is that the political world is under-reacting to the Nvidia story. We’re overdue to have at least an initial newsletter covering it. I don’t expect this to become a Silver Bulletin obsession, but the overlap between politics and AI is well within our purview, and this story falls within those sightlines. I’m going to do this as one of those “13 thoughts” bullet-pointed lists that can make for a nice shortcut for these developing news stories. The usual ground rule is that I’m working through my thinking with you in real time, so treat this as provisional. To be clear, this is political analysis, not a scandal explainer. For more about the scandal itself, read Zvi or listen to these recent editions of Odd Lots or Search Engine: Basically, what those describe is that this story isn’t just about Jensen Huang having slept with an alleged Chinese agent, Alice Huang. As this New York Times graphic illustrates, there’s also a broader penumbra of suspicion related to a company called Megaspeed, which Alice Huang ran and which bought Nvidia chips through Nvidia’s hardware partners. U.S. authorities began investigating Megaspeed in 2024, during the Biden administration, over whether it diverted advanced Nvidia chips to China in violation of U.S. export controls. The Commerce Department’s work on the probe was paused in late 2025, and the case was “abruptly transferred” to the Justice Department, the Times reported. My 13 thoughts A canonically good bet is to “buy the rumor but sell the news.” In other words, to bet on people overreacting. That would have been good advice in the case of Haley Stevens’s endorsement of Mike Rogers, for instance. But I think there’s a case for buying the news when the news cycle is particularly busy. The political news world has been knee-deep in the midterms, which is an absolutely massive story given the magnitude of the Democratic sweep. I don’t think it’s an exaggeration to say it’s one of the bigger political earthquakes of the century. However, public attention spans and journalistic bandwidth are finite resources. The timing might lead one to downplay the magnitude of the Nvidia story. It will probably build. In terms of the magnitude, the comparison that comes to mind is the onset of the Iran War, which also dropped amid a busy news cycle1. Nvidia is not the same sort of story, but it is of roughly the same shape and size, because there are tripartite implications for the economy, for geopolitics and for domestic politics.
Nvidia stock slide wipes out more than $20B in value for Jensen Huang over 5 days
The declining share price of Nvidia this week has wiped out around $20 billion of the value of ex-CEO Jensen Huang's stock holdings in the company.
Nvidia approached Arm CEO Haas to succeed Huang, FT reports
Nvidia's board has approached Arm CEO Rene Haas as a potential successor to Jensen Huang amid leadership crisis and industry uncertainty.
Dyania Health Brings Clinical Reasoning AI Inside the Hospital Firewall to Advance Patient Care with NVIDIA
Dyania Health today announced a collaboration with NVIDIA to put AI clinical reasoning to work inside health systems, on their own infrastructure, at the scale of their entire patient population. Dyania's Synapsis AI reads a patient's full medical record, across years of notes, operative reports, imaging reports and lab results, and answers clinical questions with evidence from the chart. NVIDIA accelerated computing makes it possible to do that across large patient populations behind the hospit
Bessent blames Lutnick's Commerce Department for not restricting Nvidia chips to China
Commerce Secretary Howard Lutnick has come under increasing scrutiny because of his reportedly close relationship with Jensen Huang.
Nvidia Without Its CEO Asks If a Great Business Can Outlive One Man
Nvidia's leadership upheaval has reopened an old market question, can a great business outlive the person running it? With the stock more than 35% …
Dyania Health, Nvidia team up to bring clinical reasoning AI inside hospital networks
Dyania Health is partnering with Nvidia to run its Synapsis AI clinical reasoning platform inside hospitals’ IT systems, enabling large-scale analysis without patient data leaving their networks.
Why Nvidia can’t simply make more GeForce cards — even if it wants to
Nvidia's AI chips and GeForce GPUs don't share a simple production pipeline. Chip analyst Ian Cutress explains why making more graphics cards takes more than flipping a switch—and why gamers could be waiting a while.
Huang's downfall may undo cozy ties between business and government: analysis
The Nvidia founder's downfall and the midterm election could mark a turning point in the recent close relationship between corporate leaders and the federal government.
Huang's downfall may undo cozy ties between business and government: analysis
The Nvidia founder's downfall and the midterm election could mark a turning point in the recent close relationship between corporate leaders and the federal government.
Surface Laptop Ultra review: The most powerful Surface yet, but it still lags behind Apple
Microsoft's latest Surface is a beautiful flagship device for NVIDIA’s RTX Spark.
Nvidia confirms planned supply of GPUs to S. Korea despite Jensen Huang's resignation: science minister
Nvidia confirms planned supply of GPUs to S. Korea despite Jensen Huang's resignation: science minister US tech giant Nvidia Corp. has confirmed its commitment
Jensen Huang's Nvidia fiasco sparks wave of Buffett, Munger quotes
Jensen Huang's stunning exit as Nvidia CEO spurred X users to post Charlie Munger's famous warning about "ladies, liquor, and leverage."
Nvidia's flat structure exposes succession risk following Huang's exit
Jensen Huang's abrupt exit from Nvidia exposes the succession challenges of its flat leadership structure — and offers a lesson to other leaders.
Jensen Huang's exit is forcing Wall Street to rethink Nvidia stock
Downgrades are piling up as investors weigh whether Nvidia can sustain its edge without Jensen Huang at the helm.
His name is also Jensen Huang. The scandal is good for business.
Jensen Huang is a 24-year-old AI founder from Singapore. He shares a name with the ex-CEO of Nvidia, who resigned after multiple reported affairs.
Trump says he spoke to Jensen Huang and that 'he's going through hell'
President Donald Trump said he spoke to Jensen Huang the day before he resigned as Nvidia CEO and that he spoke about his family.
Fallout from the Nvidia scandal may dampen the exuberance around the AI boom
Nvidia CEO Jensen Huang’s stunning resignation has sent ripples throughout the global technology industry, with competitors itching to take advantage of the uncertainty surrounding the chip giant.
AI CEOs and VCs Grapple With Nvidia Without Jensen Huang
At the Cerebral Valley AI Summit, founders and investors weighed what Jensen Huang's exit means for Nvidia's chips, startup investments, and rivals.
Singtel CEO sees limited impact on data center business amid Nvidia fallout
Singtel Group CEO Yuen Kuan Moon says the company is not heavily affected by the Nvidia news, despite using Nvidia’s GPUs. He attributes this to its data centers also serving cloud and enterprise customers, not just AI workloads. He also says Singtel builds slightly behind demand, with about 90% of capacity contracted by commissioning, which keeps capex measured.
Jensen Huang and Howard Lutnick summoned to testify on Capitol Hill in push for Nvidia inquiry
Senator Tim Scott said he had requested that the Nvidia co-founder and the commerce secretary appear before the Senate Banking Committee.
Jensen Huang and the end of the ‘lol nothing matters’ era of American politics
The real scandal about Nvidia had almost nothing to do with sex — and everything to do with Silicon Valley’s cult of the founder
Trump Had Urged Nvidia’s Jensen Huang to Fight for His Job
The president called the Nvidia chief on Tuesday, continuing a pattern of supporting him even as the spy scandal was intensifying.
Photos show flowers at Nvidia HQ after Jensen Huang's resignation
Apparent tributes to Jensen Huang were photographed outside Nvidia's headquarters following his resignation in the midst of an affair scandal.
Jensen Huang joins list of high-profile founders ousted from their own companies
Jensen Huang's exit from Nvidia puts him alongside Jack Dorsey, Jerry Yang and Dov Charney on the list of founders forced out of the companies they created.
WATCH: 'More questions than answers' about Nvidia’s Huang, Jeffries says in news conference
Jensen Huang had relationship with second employee, report says
Jensen Huang had an extramarital relationship with a second Nvidia employee, Reuters reported, adding to the controversy surrounding his exit.
Alice Huang tied to Nvidia’s biggest Chinese competitor
The woman with whom Jensen Huang reportedly had a relationship also owned stakes in companies that provided computing power to Huawei, a key Nvidia competitor.
Nvidia’s Jensen Huang regime change a warning to companies and investors everywhere, business expert cautions
Concentration of U.S. economic power in a handful of foundational tech companies led by outsized personalities creates deep structural vulnerability, business futurist Doug Stephens warns.
Business expert issues Nvidia warning to CEOs, investors everywhere after Jensen Huang ouster
Doug Stephens, CEO of Retail Prophet and author of new book "The Future of Competitive Advantage," warned the public that Nvidia CEO Jensen Huang's resignation should signal danger to any company built around a mercurial "rockstar" executive.
How Badly Did Jensen Huang Just Derail Trump-Xi AI Talks?
Jensen Huang, the face of the AI boom if there ever was one, is out at Nvidia. "The timing of the spy allegations cannot have been worse" for U.S.-China relations.
Nvidia's Jensen Huang is out. Our live Q&A discusses what happens now.
What happens now that Nvidia CEO Jensen Huang has resigned. Our editors will answer readers' questions.
Nvidia's Stock Is Swinging on Its CEO's Private Life. That's a Warning for Every Founder-Led Business
Nvidia's recent turmoil exposes the danger of founder dependency. Discover why your business needs a bench before disaster strikes.
Jensen Huang's Private Life Became Nvidia's Business for 1 Reason, a Harvard Law Professor Says
A Harvard law professor explains why reports of Huang's second extramarital affair quickly became a board-level issue.
Nvidia leaders send memos to staff after CEO Jensen Huang resigns
Nvidia's new leaders addressed employees following Jensen Huang's resignation, outlining plans for a CEO search and an upcoming company meeting.
Trump says 'only one man' can replace Jensen Huang
President Donald Trump said in an online post that Tim Cook should replace Jensen Huang as Nvidia's CEO.
Stocks drop as Jensen Huang's resignation drags Nvidia and rattles AI bulls
The leadership crisis rattling Nvidia dragged the stock on Thursday and led broader indexes lower as traders digested the impact of Huang's resignation.
Nvidia CEO Jensen Huang resigns amid investigation into relationship with alleged Chinese spy
Nvidia CEO Jensen Huang is stepping down from his role after an internal investigation into his relationship with an alleged Chinese spy.
Colette Kress, Nvidia CFO, becomes interim CEO as Jensen Huang resigns
Colette Kress, Nvidia's finance chief, replaces Jensen Huang as interim CEO after his resignation following a the board opening an investigation.
Jensen Huang out as Nvidia CEO after affair scandal
Jensen Huang is leaving his role as Nvidia CEO after an internal investigation, as well as alleged affairs with Alice Huang and Kimberly Powell.
Nvidia Stock Hammered As CEO's Future In Doubt
Nvidia stock received another round of downgrades and price-target cuts on Wall Street in the wake of the latest CEO revelations.
Stock in Nebius, Nvidia’s Business Partner, Drops After Earnings
Another AI stock taking a tumble: Nebius. The Dutch AI cloud company, which has a listing on the Nasdaq and competes with CoreWeave, fell about 15% premarket after reporting quarterly earnings. Nebius said it expects to f
Apex Neural Rendering Challenges NVIDIA DLSS With Up To 2.4X Faster Frame Generation, 62% Lower VRAM Usage, And Broad GPU Support
Apex Neural Rendering rivals NVIDIA DLSS with up to 2.4X faster frame generation, 62% lower VRAM usage, and beta support for older GPUs.
Nvidia CEO Jensen Huang’s future uncertain as Megaspeed pledges to cooperate with US probe
Nvidia’s board of directors was reported to be meeting to discuss Huang’s situation.
Nvidia may lose Jensen Huang. The repercussions reach far beyond chips.
China's AI ambitions, Anthropic's IPO, and Wall Street could all feel the effects of an extraordinary Silicon Valley leadership crisis.
Gamers now have an open-source DLSS Frame Generation alternative, Apex claims faster performance and better quality
ANR promises lower frame generation overhead than NVIDIA DLSS across multiple GPU brands. The beta supports Windows and Linux through Proton.
Nvidia Executive Kimberly Powell Suddenly Drops Out of Major Health Summit After Bombshell Jensen Huang Affair Report
Nvidia Corp. (NASDAQ:NVDA) executive Kimberly Powell has abruptly withdrawn from a major health summit in Washington, D.C., hours after a report alleged she had an extramarital relationship with CEO Jensen Huang. Kimberly Powell Cancels Milken Health Summit Appearance Powell had been scheduled to participate in the opening panel of the Milken Institute’s Future of Health Summit on Thursday morning. The session, titled "Engineering the Next Era of Human Health," was expected to explore how techno
Apex Compute unveils NVIDIA DLSS competitor with support for graphics cards starting from the GTX 16 and RX 5000
Apex Compute has officially unveiled its cross-platform software suite, Apex Neural Rendering, which incorporates technologies...
Elon Musk says he'd hire Nvidia CEO Jensen Huang if board ousts him
Elon Musk says he'd hire Nvidia CEO Jensen Huang amid reports of his potential ouster, echoing a Silicon Valley scandal from 2010.
Smart people react to Nvidia board potentially ousting Jensen Huang
Nvidia's stock dropped on a report that the board is weighing removing CEO Jensen Huang. Here's what smart people are saying.
Nvidia CEO Jensen Huang's downfall benefits China in the AI race
The downfall of Jensen Huang hands China a big win in the AI race.
Kimberly Powell, Nvidia exec, reportedly had affair with Jensen Huang
Kimberly Powell, an Nvidia vice president, is tied to Jensen Haung's scandal. She is reported to have a relationship with the CEO. Here's who she is.
Nvidia preparing to replace CEO Jensen Huang as second alleged affair emerges: report
Nvidia CEO Jensen Huang faces a reported push to remove him from the company as allegations of a second extramarital affair emerge, adding to an ongoing board investigation and investor concerns.
Nvidia stock drops after hours as Wall Street digests Jensen Huang developments
Nvidia shares dropped sharply in after-hours trading on Wednesday after reports that CEO Jensen Huang had an extramarital relationship with a company executive and that the board is meeting to discuss his future.
Nvidia stock down 7% on report that board preps to oust Jensen Huang
Nvidia stock was down 7% after hours following two new reports about Jensen Huang dropped, including one that said its board was preparing to remove him.
Exclusive | Nvidia Is Preparing to Oust CEO Jensen Huang
Move follows company investigation into an affair with a Chinese woman alleged to be a spy.
The Jensen Huang scandal and how to avoid dating a spy
US officials believe Alice Huang, a former Megaspeed executive, was recruited to gather information about Nvidia's Jensen Huang for Beijing.
Bessent confronts Lutnick over not labeling Nvidia customer a national security threat, sources say
Treasury Secretary Scott Bessent challenged Commerce Secretary Howard Lutnick over his department’s reluctance to label Nvidia customer Megaspeed a possible national security threat in a Situation Room confrontation last week that illustrates the tension inside the Trump administration over Chinese access to Nvidia’s advanced chips, two people familiar with the matter told CNN.
House GOP Saves Hegseth—for Now—and Picks Jordan to Lead | WSJ Politics Newsletter for Nov. 11
Plus, lawmakers want tighter export controls in the wake of the Nvidia scandal, and allies worry over Washington’s pivot on European security
Taiwan's chip show will go on, with or without Jensen Huang
Tech analysts say TSMC's grip on the AI industry's hunger for semiconductors should keep its business going, no matter who helms Nvidia.
NVIDIA reportedly cancels GeForce RTX 5080 24GB launch, brings back 16GB model over GDDR7 costs
NVIDIA reportedly informed board partners that the RTX 5080 24GB will not launch in January. The existing 16GB model is now expected to remain in production.
Nvidia’s value tumbles by $430bn since spy allegations, as major US law firm hired to investigate claims
Rolling coverage of the latest economic and financial news
‘The craziest corporate espionage story’: CNN’s business experts react to Nvidia CEO scandal
Former CIA officer says what Nvidia case can teach companies
Former CIA officer Michele Rigby Assad says Nvidia's case shows why tech companies must train workers to spot foreign intelligence risks.
Nvidia's Huang tries to project 'business as usual' in return to office after affair revelation
Nvidia employees described the mood as "sad" as CEO Jensen Huang returned to the office after disclosing an affair.
Nvidia shaken by scandal amid wider political new order for big tech
A scandal tests Nvidia’s dominance as tech billionaires seek to mend ties with Democrats after the midterm elections
Nvidia, CEO face shareholder lawsuit over suspected Chinese spy
Nvidia and Chief Executive Jensen Huang were sued on Monday in a proposed class action accusing them of defrauding shareholders by concealing Mr. Huang’s ties to a suspected Chinese spy.
Mercor CEO Brendan Foody: Latest $750M funding will accelerate the enterprise business
Mercor co-founder and CEO Brendan Foody joins 'Squawk Box' to discuss the company's latest $750 million Series D funding round bringing its valuation to $20 billion, his thoughts on the scandal surrounding Nvidia CEO Jensen Huang, and more.
Nvidia's crisis and the politics of an AI pause
The Nvidia CEO may be less able to accelerate AI race after scandal.
Silicon Valley couples therapist shares lessons from CEO Huang's affair
A Silicon Valley couples therapist comments on Nvidia CEO Jensen Huang's disclosure of his affair and reminds couples of the importance of connection.
Nvidia hit by shareholder lawsuit over Jensen Huang’s relationship with suspected Chinese spy
Rolling coverage of the latest economic and financial news
Exclusive | Top US business leaders including Elon Musk set to join Trump at Apec in China
But Nvidia chief Jensen Huang’s attendance in doubt amid foreign intelligence investigation, as Beijing calls allegation ‘unsubstantiated’.
How Nvidia boss went from political nobody to Trump’s dinner date with King
Donald Trump had never heard of the man at the helm of the global AI boom before he was reelected to the White House.
Democrats demand answers on Trump’s AI policy amid spy plot
Congressional leaders raise concerns in a letter as Nvidia investigates its chief executive’s affair with a suspected Chinese spy.