This is no longer just about an affair. This is about the CEO of a $4T company.

What NYT Reported - Nov 11:
Jensen Huang, 63, allegedly had a relationship with Kimberly Powell, 48, Nvidia's VP of Healthcare.

Powell reported directly to him.

NYT cites 5 people who worked at Nvidia. Claims video shows them being affectionate at a San Jose hotel during Nvidia conference in March.

Nvidia has NOT confirmed this. Powell has NOT commented. Reuters could NOT independently verify.

Why This One Is Different?
Affair 1 - Alice Huang, alleged Chinese spy Huang admitted: "I was unfaithful to my wife."
Affair 2 - Subordinate - This is a policy violation.

Nvidia code of conduct bans manager-subordinate relationships. This is governance, not gossip.

Board Action:
WSJ: Board preparing to oust Huang
Reuters: Board met late Wednesday to decide fate
Board hired Wachtell Lipton lawyer Joon Kim to investigate
Polymarket: 83% chance Huang is out by year-end

Market Damage:
$NVDA lost $600B market value this week
Fell from most valuable company to #2
No succession plan. 60 direct reports. No heir.

Top internal candidates if ousted:
Ian Buck - CUDA architect
Colette Kress - CFO

The Bigger Problem:
Nvidia has $164.5B in financial commitments, including $105B cap for OpenAI data centre.

Investors fear: Without Huang, who bankrolls the AI boom?

My Take:
First affair = personal + national security probe.
Second affair = board trust broken.

Boards don't fire founders for affairs. They fire them when trust is gone.

Is Jensen staying or going?

#Nvidia #NVDA #JensenHuang

#HuangRisksOusterOverReportedAffairWithSubordinate