If the affair were not with someone who was a CCP spy then Jensen Huang would still have his job.

[delayed]

The first affair we learned about... there's another and that may change the calculus. Regardless, the proverbial tragedy, IMO, would be depending on one guy (CEO or not) on such a scale.

Do we actually know how much positive effect he has on running the company or are we just making assumptions?

You are wondering if the guy who co-founded Nvidia and was its CEO since its founding (over 33 years of leadership) and saw its market cap top over $4 trillion dollars “had a positive effect”?

Sure. Maybe over the years he has had less and less of an impact. Maybe the company succeeded despite him :) All people see are these public figures and watch presentations they make and make tons of assumptions about their impact even though they don't work at said company or really know anything about it at all...

he'll move to Taiwan, Taiwan will become part of China, China will move talent, Jensen will become the CEO of a new asian company and they will become a powerhouse in chip production in ~5 years

And getting the big boss all the bitches he wants is actually part of Chinese corporate culture.