LLMs will be completely unaffected, but the pricing remains to be seen.

And I doubt it'll cost him much. What could you pay the founder of the second most valuable company on the planet who already holds $150B in equity? It'd be as absurd as paying Donald Trump.

The rest of the market isn’t looking very solid either.

I am not sure if you and I are looking at the same chart. Down 12% Pre Market.

Not in premarket so far, 12% down sing yesterday.

Also why would it do better? Overall Huang seems to be a highly competent CEO. Replacing him with someone seems risky (especially if the board is influenced by Trump & co.). Especially given that Nvidia never had any other CEO.

Then it was a negotiation about how.

Sometimes people can see the writing on the wall and choose to not burn down their life’s work on the way out.

That’s also why more recent tech companies got rid of that pesky independent board by having total voting control.

But my guess is, he'd rather resign on this note than what will come out in a few weeks.

And if you don't know why leaders can't have relationships with their employees, that ignorance is on you. You're trying to insult other people but it just makes you look bad.

She'd be stupid as hell to divorce him.

Besides that, it comes down to how well he's able to separate personal life and work, and whether he continues to add value for shareholders (which Nvidia has clearly been an absolute outlier at doing, during his tenure).

But it looks like they won't give him a chance anyway.

I mean realistically, no it would not. They do not resign for that in general. It is tall order for them to resign or leave when there is credible or proven accusation of actual abuse or harassment, there is not even that in play.

McDonald's, Intel, CNN, NBC, CBS, Astronomer, Best Buy, Nestlé, Kohl's, Comtech, BP, CBOE, Barclay's.

Not hard to find examples from the last ten years.

> At CNN, Mr Zucker faced criticism from those who believed the network gave too much coverage to the former president, especially during the Republican presidential primary. Mr Trump has also criticised what he saw as unfair coverage.

I will happily argue that affair was just an excuse for other reasons. His coverage was not pro-Trump enough.

Well you could, but considering:

1) Zucker's "too much coverage" that was internally complained about was him trying to be pro-Trump, not anti- (regardless of what the then-still-disgraced former President whined about)

2) his resignation came in 2022 while CNN was still largely free of the right-wing pressure campaign it has been under in the last 18 months pre-merger

3) … in the middle of an internal sex scandal investigation involving someone else, in the #MeToo era, when the company was trying to make it very clear that it would not tolerate such things

I think it would be quite a stretch to make your case.

Jeff Zucker was not even fired for the relationship, but for failing to tell the board about it as company rules said he must.

Again: top CEOs do indeed resign over this stuff. Because it is serious: it opens them up to blackmail and opens the company up to lawsuits.

Hard to imagine that could have been the case given that he was Nvidia's CEO from the very beginning.

But that doesn't preclude there being a lot of competent talent on the second rung. (I think 60 people reported directly to him.)

So, it would not be a dumb idea for Jensen Huang to leave scorched earth and "let the world burn" (and in particular cause utter panic in the AI sector). :-)

Don't worry about him.

It’s really not hard.

Extramarital affairs are pretty common in our ruling class, so unless the media is conveniently withholding information, think he got in bed with the wrong folks.

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.

How much of Nvidia’s revenue came from infringing sales to china? If so, that revenue is probably going to disappear as now they will have to really be serious about export controls or face much greater pain. Some estimates I’ve seen is 30% of their revenue perhaps disappearing overnight!

And I'm pretty sure any CEO with at least a bachelors degree knows about the De beers diamonds story, so, I really find it hard to believe they will struggle with the concept of maintaining their artifical scarcity/demand.

Plus whole lot of people waiting for that signal that the "AI bubble " is about to burst.

We have a new equivalent to something like Web 2.0 boom, Its not like the dot com bubble, because its not actually made up of a lot of empty unimplemented websites with too few users.

Rather its already able and in my opinion has met Dario's claim about 'replacing all developer jobs' if a bit later than he claimed, alongside every other single job, nearly bar none, able to be replaced if it can be done via a computer.

For example, Fable 5.2. I wish it was cheaper. It's able to perform a build out of and then run an entire complex software stack, including dependencies/servers for internal opensource git servers with ci/cd and the full git and jira featureset combined, with spin up/server management across every major cloud provider and then use said stack to run a swarm as a collaborating dev team from every major llm provider.

I know that because I've done most of it (or rather Fable has) as a part of a side-project whim just to see what I could do. Literally just today, over the last 24 hours. While simultaneously on the side harvesting all the aws credits for me, so I don't go bankrupt. Its insane.

I guess it also explains how I used my weekly usage that reset last night all up in less than 18 hours, but what can you do.

Anyways apologies for the ramble, I need some sleep.

Personally I think a bigger risk than that is AI models getting good enough to legitimately just reverse engineer and open source CUDA directly.

The key is that NVIDIA is in a fast-changing technology sector and that means the core business requires NVIDIA to keep innovating new and better products that beat the competition. Having a company continuously adapt and iterate future products requires a visionary leader that pushes the company to stay on the cutting edge. Competitors and alternative products like Google TPU, Amazon Trainiu, Cerebrus, etc are not staying still; they're innovating too.

Many shareholders (including employees with RSU stock) are worried that NVIDIA without Jensen puts them in a weaker position for the future unless they can find someone with equivalent influence and vision.

Intel was once on top of the world with CEO Andy Grove running things and then the followup CEO's didn't keep Intel at the cutting edge and they lost market leadership to TSMC, AMD, Apple Silicon in various areas. The world changes and Intel didn't adapt fast enough.

Everyone is somewhat replaceable but the work they historically have done might have been critical to reach current stage. And Nvidia may miss on what he could have done but it will take a while for the downturn to happen and others are just as capable. They may find another internal or external candidate that may be able to push further. Market will price the uncertainty until then.

Its more of a 'race to the bottom' for price efficiency/hardware deg efficiency against price of electricity and price of the chips over lifetime, than it is a fast changing tech sector where breakthroughs are being made everyday that change the entire game like say with OpenAI and Anthropic.

So basically like a blue chip.

And it was all high risk. It may be only a once in a generation founder who wants to orchestrate that risk.

And again, no one was expecting NVIDIA to stay flat, massive growth was priced in.

I would say it’s under-priced, but I get really nervous when my thinking diverges this strongly from the market. Previous confidence in my thinking has not gone well.

You probably think Musk spend his days soldering Raptor engines...instead of posting racist memes all day while stoned on ketamine...

NVIDIA's long-term future will suffer because of it, no matter how correct the decision is

https://en.wiktionary.org/wiki/Wo%C5%BAniak

(Curiosity got me)

The resignation is evidence that no.

He also wasn’t a friend of the consumer. I don’t know what Nvidia becomes but he wasn’t good for me personally, or the machines I run.

Again, the decision to oust him was correct, but finding someone with a comparable long-term vision and skill is going to be nigh impossible for the company. And sure, bring even more downvotes for that

--typed from a linux desktop seated next to a Mac

I mean, if you set aside banging a Chinese spy and banging a subordinate, whilst married, I guess.

I mean, imagine nvidia becoming like Apple, with an AI App Store ... trying to maximize their profits above everything else.

P.S: not saying this should happen.

IMHO, preemptive pardons should be outlawed.

Nvidia is just about the only company that's both a monopoly and captured most of the value.

But I think it is misplaced here as the line still exists:

> Huang, who co-founded Nvidia and is its fourth-largest investor with a stake of about 3.61%, will not remain on the board.

The algorithms reward both speed and unchanging URLs.

I think this is, respectfully, ignorance on your part. The Reuters URL is not a static article, it's a "live" feed of brief blurbs about the subject at hand that are being added in real time. The live feed updated to add new content while you were reading it, and you likely just missed finding your place when you tried. In point of fact, the 3.6% paragraph you mention was still there when I looked a moment ago:

>Huang, who co-founded Nvidia and is its fourth-largest investor with a stake of about 3.61%, will not remain on the board.

Careful not to shoot from the hip!

But that's just my personal moderation style.

Literally any other CEO would be resigning from another company if they did the same thing

Oh, and the very good question of "didn't the president of the United states fuck children?"

What Jensen did was wrong. Indisputably, terribly wrong.

Musk, Vivek, etc.

I have a feeling we'll know the reasons for certain when Nvidia's stance on open models and local AI does an about-face.

How can you trust anything he says after this?

Why should regulators or other customers believe any promises made by him?

His credibility is shot - the day to day stock prices changes are irrelevant.

Imo that’s danger zone shit for the company, whether you’re offended by the morality bits or not.

Maybe he will donate his proceeds to charity...

OP said

>A CEO admitting to an affair with a customer *after previously denying it*, seems like a sufficient reason for removal

It's not the crime. It's the cover up.

In this case Jensen either 1) lied to the board about the affair, 2) directed the Nvidia PR to publish a materially false statement about it, or 3) both.

From a company governance standpoint it's incredibly hard to trust Jensen when he's either lying to you, using the company to protect his personal life, or (again) both.

Admitting to the affair with a customer is a nothingburger. Directing the company to release a false statement about it, and that customer turns out to be a Chinese asset if a BIG fucking deal.

Lying about it served no one's interest but Jensen's, and ended up hurting the company significantly.

Firing him doesn’t make them any leas liable for any potential sexual harassment or favoritism that already happened

It would be very difficult for the board to regain trust in his ability to make choices that are correct for Nvidia, rather than himself.

Right now, he made them lose 700 Billion dollars. So the investors lawsuit also will be the biggest in history.

The spy thing is juicy, maybe it's surface level, maybe it's deeper.

If we fired people for infidelity the entire stock market and greater economy would tank and most of congress would be empty seats.

No they don't. They get fired for undisclosed workplace conflicts of interest and fiduciary liability, not infidelity.

An adult woman being wronged by infidelity is not remotely like a child being molested. Wth is wrong with you?

No one cares about the sex life of a ceo of a company that big except their own direct family. Investors don't care, customers don't care, vendors don't care, the government doesn't care, and that's the entire list of people that matter. His wife and other immediate family care and that's it.

The only reason anyone (of any relevance or significance) cares in this case is becsuse of the embargo & national security angle.

If they are willing to betray their own spouse then they are absolutely capable of deceiving and betraying their employees and shareholders.

This separation you seem to see between business and personal life doesn't actually exist. That's an unrealistic fantasy.

We may conceal parts of ourselves at work for politics and professionalism but you are the same person inside of work and out.

If I was them, I'd be worried that the government invoke the Defense Production Act (DPA) or impose National Security Agreements and Clearances which would require NVIDIA to isolate sensitive R/D, restrict foreign nationals from accessing specific chip designs, and place government-vetted compliance monitors on its board or security teams. ALSO there definately will be subpeonos and probes and those are never fun.

Easier to say we cut out the guy responsible and hopefully that lessons the troubles

edit: btw the board has a director that’s ex-Cooley, no greenhorn I imagine to congressional investigational scrutiny. It had to be something that made them realize cutting ties with Jensen immediately was the only way to survive.

Why would this ever be the case? Even if his parents were hardcore KMT when he was growing up, I don’t think that’s quite how KMT works.

The spy thing though smells so suspicious, even some in congress raised this. https://www.politico.com/news/2026/11/11/jim-himes-alice-hua...

This is a far more nuanced statement than you're portraying it to be. He appears comfortable with the spying conclusion, just not who was in on the chain of command. (An "unwitting spy"; https://www.nytimes.com/1990/10/15/world/roosevelt-aide-call...)

The sanctions evasion and $25M donation to the White House ballroom project around that time raise other questions relevant to the firing.

The doubt appears to be over whether she was personally aware of that fact.

Or, uh, only if they are politically opposed to a ban on open/foreign AI models? Can't have anything disrupt the IPOs...

sis/bro he was honeypotted

Also a LOT of people meet at work...

You're behind. A second sex scandal (with one of his subordinates) broke last night.

IMO, should be illegal for company policy to retaliate against personal romantic relationships.

- Conflicts of interest compromise trust and judgement

- Relationships with direct reports create a conflict of interest

- Relationships with major direct customers create a conflict of interest

- Policies should be set such relationships are either disallowed or require strict oversight / disclosure

- Companies should enforce their stated policies equally as required by employment law

- Affairs demonstrate a lack of judgement, a lack of candor, and are problematic for positions of trust

- An executive that lies about an affair creates a risk of blackmail and a liability for the company

- Relationships with subordinates is a violation of policy, demonstrating a lack of judgement and a willingness to break the rules

- Relationships with subordinates create legal liability for the company by enabling claims of sexual harassment, hostile workplace, coercion/abuse of authority

but I’m the CEO!

- every trivial action, or lack of it, is not garanteed to break some of the mountains of existing including set of rules one is supposed to obey when it's physically impossible to even assimilate them all

- people that do respect the rules can have decent level of certitude they will have a fine life without major troubles that could be avoided by breaking some rules

- the culture promote to respect rules as a viable flexible path, as opposed to actively promote one that states "it's easier to get pardon than to be granted authorization".

Everyone is welcome to assess their own society from what they experienced in life.

A leader who can be blackmailed or is untrustworthy is compromised in their role. Profit, nonprofit, government: it does not matter.

That is perhaps why affairs and lack of candor are both (usually) bars to obtaining a clearance.

Are you serious?

There need to be reasonable limits on the pursuit of profit.

Regardless, there is no federal law that bans relationships between bosses and subordinates, and no law that requires HR to police them.

In fact, there should be the opposite of that. A law banning HR from policing romantic relationships entirely.

Even so, HR didn't do this.

Reconcile that error in thinking and things will start making more sense to you.

A corporate conflict of interest occurs when an individual's or entity's personal, financial, or outside relationships interfere or appear to interfere with their ability to act in the best interests of the company or its stakeholders

- we can't allow China access to buy or lease any GPUs

and

- turns out China is half the customer base, so cutting them off will crash the market, and the Chinese will just build their own anyways

Considering Trump & Jensen traveled to China just to sell more GPUs and despite that the CCP banned Chinese companies from importing Western Hardware in favor of domestic alternatives, I have my doubts this story makes sense

https://tech-insider.org/huawei-ascend-950pr-ai-chip-nvidia-...

Everyone, including the Chinese labs, seem to understand that Huawei's chips are not as capable as their press releases make them out to be.

Also, for what it's worth, tech-insider.org is an embarrassingly lazy AI-generated content farm: https://tech-insider.org/about/

I would hazard a guess that Huawei is paying to get positive stories about their chips on the English-language internet, because they certainly aren't getting any organically!

Also like OpenAI's Jalapeno, with LLMs it might be feasible to deploy relatively simpler silicon that's hard to program for, and farm out implementation to AI so the CUDA moat might be shallower than before.

More likely would be large fines and possibly restrictions and audits of all future exports.

I could easily see Trump pardoning him, but I could also see him getting thrown under the bus.

I hear they're (temporarily) replacing him with a non-engineer finance suit.

It would be shocking, but with gaming making up just 1/20 of their revenue, maybe someone who doesn't actually care just says "we're pulling back from the consumer market to focus on our real business."

We will never change, thank god AI doesn't have sexual instincts... yet