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The Fall of NVIDIA CEO Jensen Huang
- Thread starter w1retap
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Chris_B
Supreme [H]ardness
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No surprise its already gone in that sub. The cult of Jensen.
Flogger23m
Fully [H]
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For gamers? More than likely. Nvidia delivered results, and unfortunately they were moving away from gaming due to lack of capacity. I'm sure if they could do both markets they would, really no reason to give up the gamer market if they could realistically do it. AMD isn't any better, and if anything, I see them are being more likely to exit as they make even less with such small market share. AMD consoles are probably one of the better wins for gamers over the last 15 or so years as it helps keep AMD relevant even if margins are slim.
Hard to see Nvidia continuing its success going forward if there are big changes in leadership.
He broke a company code of conduct that prohibit relationships with direct reports. A code that Jensen himself most probably at the least signed off on.
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Not to overlook the national security risks. This spy wasn't from a friendly country like Spain or the UK.
I wonder how many of their better engineers are quietly looking for an exit strategy now that it looks like the corporate culture at Nvidia will become just like every other soulless firm with Jenson gone. There's never been a better time for other places to try and pouch their talent.
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And for competitors to try to steal some NVidia customers.
Strange bird
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The Wolf of Wall Street Nvidia
Almost guaranteed it's a joke, but if any one man has the power to cripple almost every piece of modern infrastructure out there, it's him. Creating a "Zero Day" circuit loop in GPUs would be super easy.
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“Ex-Nvidia CEO Misled Company Leaders On Affair With Chinese BusinesswomanAnonymous Coward an hour ago | 7 |
| An anonymous reader quotes a report from Reuters: Former Nvidia CEO Jensen Huang misled several of the company's leaders, including general counsel Tim Teter and chief marketing officer Alison Wagonfeld, about the nature of his relationship with Chinese businesswoman Alice Huang, with whom he had an affair, according to two people familiar with the matter and internal correspondence reviewed by Reuters. [...] During the autumn of 2025 and in October 2026, in response to press queries that drew some Nvidia leaders' attention to his relationship with Megaspeed and Alice Huang, Huang at both times described their interactions as appropriate, the people said, speaking on the condition of anonymity. Reuters only reviewed messages from the exchanges in October, not the ones from 2025. In two separate messages in October, Huang told Nvidia leaders, including Teter and Wagonfeld, that the interactions reflected standard business dealings with customers. In other messages, Huang affirmed the routine nature of his interactions with Megaspeed. Nvidia's Huang also discussed taking legal action against the New York Times after it published an article in October of last year that drew attention to his meetings in public with Alice Huang, the people said. That article had prompted Jensen Huang to communicate with some Nvidia leaders in 2025 about their interactions, which he did not describe as an affair, the people said. Ultimately, neither Nvidia nor Huang filed a lawsuit against the paper. A spokesperson for the New York Times said the paper received no legal demand. It is unclear when his relationship with Alice Huang became intimate. Photos posted online and verified by Reuters show them together in the US, China and elsewhere, dating as far back as December 2023.” |
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The Stand With Jensen petition that Elon Musk, Tim Sweeney, and Palmer Luckey have backed: https://standwithjensen.com/
Apparently it's so far been signed by 4,691 Nvidia employees.
Video: Blanche strongly rejects reporter's assertion that the DoJ has assessed that Alice Huang is a Chinese spy, says it's only something they're looking at.
Washington Post:
Singapore's government rejects the WSJ's claim that it had suspicion Alice Huang was a spy, and that it was investigating her:
Investment firm Atreides Management writes a letter of concern and advisement to the Nvidia board:
Apparently it's so far been signed by 4,691 Nvidia employees.
Video: Blanche strongly rejects reporter's assertion that the DoJ has assessed that Alice Huang is a Chinese spy, says it's only something they're looking at.
Washington Post:
Singapore's government rejects the WSJ's claim that it had suspicion Alice Huang was a spy, and that it was investigating her:
Investment firm Atreides Management writes a letter of concern and advisement to the Nvidia board:
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If she's a chinese business person, she's told what to do by the CCP. There is no getting out of that. The PRC/CCP requires them to have an internal CCP cell membership and it has been this way since September 2018 when the China Securities Regulatory Commission released the Code of Corporate Governance.
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"Ex-Nvidia CEO Jensen Huang concealed a string of reported affairs with women that included an alleged Chinese spy from key executives at the chipmaking giant — partly with the help of an unusual and opaque management structure that one insider called “Jensen by design,” The Post has learned."
https://nypost.com/2026/11/13/busin...out-megaspeed-affair-since-last-year-sources/
https://nypost.com/2026/11/13/busin...out-megaspeed-affair-since-last-year-sources/
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VP of NVIDIA says the letter is fake (generated by AI)
"Letter Seeking Ex CEO Jensen Huang’s Return Is “Obviously Fake,” Says NVIDIA VP After He Is Made A Named Signatory Alongside Top Leadership At Firm"
https://wccftech.com/letter-seeking...d-signatory-alongside-top-leadership-at-firm/
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I don't get a warning in Chrome or other browsers. The link I've given has been shared by prominent tech figures.
That fake letter is something different than the Stand With Jensen petition, and is not something I included in my previous post. I read the fake letter is a recycling of a fake letter that went around opposing Sam Altman's temporary 2023 removal from OpenAI.
Some additional personal testimonies about Jensen Huang.
https://x.com/pu3he/status/2121398376856203294
https://x.com/ItsRealAlec/status/2121233548417900568
https://x.com/subhanster/status/2121338688881963440
https://x.com/simon_mo_/status/2121000028189896762
Even without the exact intention behind it (and there seem to be multiple coinciding) not being pinpointed, this thing is such an obvious hit job.
A claim of why they took down Jensen.
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why do you support Jensen so much? he's just man, fallible as any one of us
not sure about the hero worship, he did violate the company's own rules which he probably helped to write anyhow
do you think Jensen had your best interests in mind really? i own nvidia products, but lost faith in the gaming
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I don't particularly support Jensen, though I don't support a campaign to oust him based on unproven, likely false, and irrelevant claims in a campaign that appears to trace to bad actors. His fallability as a human via his affairs is irrelevant to his role as Nvidia's CEO. I can't believe people are actually talking about them as if they matter - those who leaked them don't think they do, they're just a convenient vessel for them to convince others to go along with his removal.
The widespread sentiment that removing Jensen is a mistake of epic proportions exists for a reason. I wouldn't characterise Jensen as "just a man", as it pertains to his job - he's an exceptionally driven, hard-working, and innovative person. And his support for AI openness puts him at odds with US frontier AI labs, and means replacing him with someone who is aligned with US AI lab heads could strongly disadvantage everyone who's not an AI lab billionaire. I also don't see a reason to think a replacement CEO would be better for Nvidia or gamers, or that they couldn't become worse.
mullet
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it (the two internal affairs) was a violation of the company’s own code of conduct, everyone should be held to the same standards
in fact it seems he was protected more than anyone else ever would be
i don’t think the external smear campaign mattered much once the genie was out of the bottle generally
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Even at the cost of losing a primary pillar of the company's success, and potentially against the interest of its investors and regular people including gamers? Doesn't sound like a good reason to torch the good thing Nvidia had going, to me.
It's a matter to be sorted out in his personal life, and it shouldn't be used to put the company's effectiveness and general peoples' benefit from it at risk. If the company's CoC is against it, then the policy should be viewed as problematic and addressed, rather than risking the trajectory of the company just to adhere to the policy that doesn't even relate to its business operation. And this isn't being done because of the company's CoC - that's simply a cover. Nobody in their right mind, let alone a board of money/performance/goals-focused executives and billionaires, would condition such an impactful decision on such a comparatively insignificant and unrelated issue.
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sounds like a horrible business model, single point of failure
even jensen himself said shades of this
what if it wasn't internal affairs and company codes of conduct violations that caused him to decide to resign? you know he willingly decided to resign on his own accord, right?
if Jensen became incapacited in some manner or fashion and wasn't able to continue as the CEO then who are you blaming?
also between Nov 12 and now the stock bounced back and is normalizing. NVDA is gonna be just fine
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The point is that it's not a business model. It's the reality of exceptional innovation and success hinging on exceptional minds and talent, which aren't replaceable. Just like Elon Musk being the visionary of Tesla and SpaceX isn't a business model, and just like Steve Jobs driving Apple's innovation wasn't a business model. They were key talents.
That's not how these "resignations" work. In situations where a board has cause and determination to remove a CEO, where the removal could cause them or the company negative PR and unwanted spectacle, or when they want to act with a degree of courtesy, they ask the CEO to resign and have a graceful exit, otherwise they'll be publicly terminated. In 99% likelihood, Jensen was forced to resign.
This didn't happen.
The stock value has little to do with it. When you replace the CEO, you replace a part of the company's identity. For better or worse, Nvidia won't be the same company without Jensen as its CEO. And we don't know what its identity will be without him - and as I and others have said, we don't have reason to think it will be better for the company, for AI openness, or for average people including gamers.
And the image I showed wasn't to highlight the impact of affairs on stock value, but the commonplace of affairs among big tech heads, and the irrelevancy of them on their statuses at their companies. The way Jensen is being treated isn't normal, and the affair aspect is being pushed because it works to manipulate plebeians and manufacture their consent for his removal.
mullet
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This. When people say she is a Chinese spy, they do not necessarily mean that she is some professional Chinese KGB/MI6/CIA equivalent, but someone who hypothetically has been ordered by the governement to get those Nvidia chips into China that are illegal to import. That would make her a spy, pro or not. Although she could very well be acting on her own too because it is profitable. She would not technically be a spy then (except maybe corporate spy) BUT it would not help Jensen case either way. We need to know if Jensen played a willing part in the chip smuggling, which was most likely through her. Chinese governement direct involvement is entirely optional in the grand scheme of things, those chips would fall into their hands anyway.
So you're basically saying rules for us but not for them. No wonder billionaires get away with so much, you'll happily let them piss on you while you gleefully shout "It's raining!"
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apple is doing great in the market without steve jobs
i don’t even know or care who the ceo is
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after tim cook, i don't even know who the CEO is now
hasn't it been over a decade since Steve Jobs ??
Jensen himself has said anyone including him can be fired, and should be. he touted the notion of having a lit fire under everyone at all times, it was motivation since literally anyone can be fired at any time, he went on record saying
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Who are the "us" and "them"? Who is holding you to different rules than Jensen regarding extramarital affairs? In what way is Jensen having affairs with women him pissing on me, or you? Why didn't you and those who feel the way you do take-down all the other big tech CEOs who've had extramarital affairs?
And it looks like you missed the point that the way Jensen is being treated is very different than the way all the other "thems" were for having extramarital affairs. It didn't cost "them" their jobs, and the publicly didn't really care about it.
After Jobs, Apple largely shifted from designing breakthrough products to exploiting the market share and designs that had been created under Jobs.
Again, stock prices have little to do with it.
You know who us and them are.
Also, Huang is not being treated differently. Gates had affairs with subordinates and, guess what, he had to resign from Microsoft's board. So did Intel's Krzanich, Bestbuy's Dunn, HP's Hurd, and Nestle's Freixe. I could Google for more. So no, Huang is not being treated differently.
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yeah it does and you even questioned the interest of investors.. (shareholders)
DukenukemX
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AMD won't leave because AMD is moving Radeon as an integrated GPU for their CPU's. Nvidia's new CEO could decide not to make gamer GPU's at all since it makes the most sense for Nvidia. Why would Nvidia making gaming GPU's when they could be using those resources to make AI chips? Not to forget those gaming GPU's are now often used for AI. Jensen maybe the only reason why Nvidia still makes gaming GPU's.
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