I predict any potential ousting will primarily be due to having an affair with a direct report. At some companies, having an 'inappropriate relationship with a customer' isn't even against policy unless there's also clear evidence of undue influence, so it's more conditional and complicated. Whereas any inappropriate relationship with a direct report is always a very serious violation that forces the board to do something.

From an HR and legal perspective, if Alice was a spy, Jensen is arguably the targeted 'victim' of a foreign intelligence operation. Before anyone freaks out, yes I agree it was stupid and negligent of Jensen. There may also have been violations of company policies like mishandling confidential information or not following IT security policies but, legally, these aren't "Fire the CEO Now" types of policy violations. Slamming the sheets with a direct report absolutely requires some kind of immediate action.

The real question is who wants Jensen gone? Because the first leak clearly intentional and placed by 'White House sources', citing a confidential NSC report. Now the second leak of the inappropriate affair happens immediately after. This was a designed sequence. Both of the underlying events are several months old. Given the facts, both Claude and Gemini think the most likely source is 'China Trade/AI Hawks' in the White House (possibly the NSC). The reasoning being that Jensen has consistently been lobbying to lower restrictions on selling AI to China (which is, arguably, his job as NVidia CEO).