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Nvidia CEO Jensen Huang faces board review after affair reports

techNov 12, 2026531,500

Nvidia’s board met Wednesday to decide whether to remove CEO and co-founder Jensen Huang after he admitted to a relationship with a woman who U.S. officials allege is a Chinese spy. The decision followed a New York Times report that Huang also had an extramarital affair with Kimberly Powell, Nvidia’s former president of healthcare, shown on video being affectionate with Huang at a hotel during a company conference in March. Wachtell, Lipton, Rosen & Katz was retained by the board’s independent directors to carry out a “thorough and independent” investigation, and the firm directed Huang to continue leading Nvidia while the probe proceeds. Nvidia shares fell more than 8 percent in after-hours trading after the Wall Street Journal reported the company was preparing to fire Huang, a slide that would wipe roughly $685 billion of market value since the board opened its investigation if sustained. Under Nvidia’s bylaws Huang can be removed by a majority vote of the 11-member board; the company says all directors except Huang are independent. Analysts and investors are already pricing in a post-Huang scenario, with Armina Rosenberg of Minotaur Capital saying the market is treating Huang’s departure as likely and analyst Dan Ives saying the company “likely now has to move on without Jensen at the helm.” Huang denied knowing that the woman allegedly worked for the Chinese government, and the episode has raised questions about leadership continuity at a company with a market capitalization above $4 trillion and no obvious successor to Huang, who owns about 870 million shares, or roughly 3.6 percent of Nvidia.

Carl Quintanilla
@carlquintanilla.bsky.social

“.. The statement raises new questions about the response of the Trump administration to the case and why the U.S. government did not more forcefully intervene.” @nytimes.com $NVDA www.nytimes.com/2026/11/12/b...

526Yesterday
Lpeterp15

Here's the answer everyone is avoiding:

Rick Stein13

The tip of the iceberg. This is bigger than people realize

ttice.bsky.social7

The reason is because Trump and his band of idiots don’t give a fuck about our national security. They’ve proven it over and over again.

David Seibert4

Duh. They're not helpful cuz they're implicated.

Goddess of Victory4

Simple, not enough $$ put into Trump’s pockets

Domainophile4

a good time to remember that there is no bottom

Quoting this
Matt Ortega13

Trump bought up to $5 million in stock earlier this year.

Bill Lamb2

Again, The Mango Moron's lips were seen to move.

The Life of Sharks
@thelifeofsharks.com

“Third woman who had affair with Jensen Huang disappointed she won’t have as marked an effect on Nvidia stock price as first two”

133Yesterday
Ed Zitron
@edzitron.com

As I covered in this week's free newsletter, there are blatant, obvious connections between Supermicro and Megaspeed - co-founder Wally Liaw was selling, per Culper Research, GPUs directly to what appears to be a Megaspeed subsidiary. www.wheresyoured.at/jensens-biza...

As I wrote back in March: Liaw, one of Supermicro’s co-founders, previously resigned in a 2018 accounting scandal where Supermicro couldn’t file its annual reports, only to be (per Hindenburg Research’s excellent report) rehired in 2021 as a consultant, and restored to the board in 2023, per a filed 8K. Mere days before his arrest, Liaw was parading around NVIDIA’s GTC conference, pouring unnamed liquids in ice luges and standing two people away from NVIDIA CEO Jensen Huang. Liaw was also seen congratulating the CEO of Lambda on its new CFO appointment on LinkedIn, as well as shaking hands (along with Supermicro CEO Charles Liang, who has not been arrested or indicted) with Crusoe (the company building OpenAI’s Abilene data center) CEO Chase Lochmiller. Mere days before the arrest, Wally posed for a photo at NVIDIA’s GTC 2026 conference with the Supermicro team as Jensen and CEO Charles Liang shook hands barely two feet away. It is completely insane that nothing else happened here. Supermicro continued to go about its business despite a cofounder and member of its board of directors being arrested by the Department of Justice for selling chips to the Chinese. Imagine if this happened at Dell! Imagine if former CEO of Accenture Bill Green, a member of Dell’s board, had been secretly using a hair dryer to move serial numbers off of Dell servers to sell to China! We’d have a fucking media blitz about it! It would be a huge scandal!
8622h ago
Catherine Rampell
@crampell.bsky.social

Nvidia Default Risk Remains Near Record as Board Ousts Huang www.bloomberg.com/news/article...

5923h ago
Cape May Dave1

Wonder what kind of pay package he gets for resigning rather than being terminated for cause? Cause (potentially) being treason against the United States.

franceent.bsky.social1

I really hate it when you put a link to a blocked article.

Erinn1

All that money Trump invested that he tried to protect. Gone..like the wind

Quoting this
Hoon2

$nvda cds is higher than I thought... Higher than $meta

The Associated Press
@apnews.com

Megaspeed, the firm at the center of Nvidia CEO Jensen Huang’s scandal, pledged to cooperate with investigations into concerns over risks to U.S. national security.

59Yesterday
Dudley Brown1

This story will only get worse for everyone involved. Far worse.

conifergirl.bsky.social
@conifergirl.bsky.social

Jensen Huang is a fool who should never again be allowed close to anything involving national security. But the Nvidia honeypot story is about much more than one man. Because the way the Trump administration handled it — basically, its

42Yesterday
conifergirl.bsky.social20

attempt to bury any inquiry into the clear threat Huang’s affair posed to U.S. interests — is part of a bigger story of betrayal at the highest levels. paulkrugman.substack.com/p/climates-o...

changed2

Jensen was both in the White House and on Air Force One, and with a Chinese spy.

skáld
@danglinghemmie.bsky.social

it will be very funny when we find out the reason why classified reports about jensen huang were leaked is because some mid level trump staffer bought a bunch of nvda puts

48Yesterday
Bethany Black
@bethanyblack.bsky.social

Say what you like about Jensen Huang, but he’s the only Billionaire in recent memory who’s had an affair with someone age appropriate.

43Yesterday
The Verge
@theverge.com

Huang has insisted that Nvidia has seen “no evidence of any AI chip diversion.” He’s been pretty emphatic on that point, actually. I am now wondering if that is even a little bit true. If the board is cutting Huang loose, there’s probably more on chip smuggling allegations coming.

3922h ago
JazzComposer2

It looks like Jensen Huang did not follow industry standard security recommendations: NVIDIA APP > SETTINGS > FEATURES > ALLOW HONEYPOT AGENT ACCESS > OFF

Ivan the K ™
@ivanthek.bsky.social

The silver lining for Jensen Huang is that he won't have to write 60 performance evaluations for his direct reports this year. $NVDA

44Yesterday
Delaney King
@delaneyking.bsky.social

Just because it is getting complicated I should help by stating I am not having an affair with Jensen Huang. (I have also never been involved with Moby.)

38Yesterday
Kaye Elling6

That's only because you're further down the list, alphabetically. As the recent graphs have shown, every woman alive is scheduled to have an affair with him at some point, statistically speaking.

Gav Thorpe6

I note you haven’t denied sleeping with a Chinese spy. How interesting…

LionofPerth1

I too have never had an affair with Jensen Huang. My partner would turn me into an organ donor and feed what’s left to the pigs. RN.

ThomasLangpaul
@thomasl.bsky.social

Factoring in the stock price, Jensen Huang must have had the most expensive shagging recorded in all of history.

32Yesterday
yesterday90.bsky.social1

..und er musste dafür nicht einmal aufs Coldplay-Konzert

Disappointed Optimist
@disappoptimism.bsky.social

Just putting it out there: Elon Musk has impregnated multiple women we know of; cheated on multiple partners. His acts have not warranted the collapse of share prices of his company. Therefore: Elon Musk is not as sexually powerful as Jensen Huang

24Yesterday
Disappointed Optimist13

I’m just out here shitposting hoping that Musk somehow sees this & loses his mind

SJJ2

I think we all know that Musk reproduces by a sudden release of spores and whichever "lucky" lady wanders into the cloud has to bear his offspring. As he has got older, his spore release control has become unreliable, unfortunately.

Rev Peter W Nimmo1

Musk's downfall will happen eventually

News to Remember
@moments2remember.link

In a stunning twist in the ongoing saga of international espionage and business dealings, Jensen Huang, the CEO of NVIDIA, has admitted to a relationship with a woman now alleged to be a Chinese spy....

16Yesterday
Forbes
@forbes.com

U.S. lawmakers have called for tighter restrictions on China's access to advanced AI chips following allegations involving Nvidia CEO Jensen Huang and a suspected Chinese spy.

21Yesterday
Political Opossum3

Insider trading hits different when it’s coordinated by a Chinese spy

3 sources
theguardian.comNvidia board reportedly deciding whether to oust CEO Jensen Huang as stock price plungesnytimes.comJensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Himcnbc.comNvidia stock falls 6% as investors await Jensen Huang’s fate

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