Nvidia rocked by sudden governance turmoil! Jensen Huang again embroiled in affair allegations; ouster rumors jolt the AI sector 🔥$NVDAB $BTC $ETH

● Core of the incident: Following earlier controversy, U.S. media have again reported that Jensen Huang had an extramarital relationship with a senior Nvidia executive who reported directly to him, creating a superior-subordinate relationship that crossed the company’s red lines on internal controls and conflicts of interest. After the news broke, reports circulated that the board was assessing options for removing him, contacting executive recruiters to find a successor, and even preparing for an interim CEO transition. Nvidia shares quickly fell in after-hours trading, and sentiment across the AI chip sector weakened as well.

● How the market reaction could spread: Huang is Nvidia’s defining figure, and Nvidia is a leader in the AI computing-power trade. The market’s concerns go beyond a personal scandal: management upheaval could create uncertainty around the supply chain, orders from major customers, the pace of future chip development, and regulatory scrutiny. A pullback in risk appetite could spread along the AI theme, potentially dragging down AI-related cryptocurrencies in the short term.


● Key points to watch: The board’s final decision, the findings of any independent investigation, and whether a leadership change actually takes place. If the investigation concludes and Huang remains CEO, sentiment will likely recover quickly. But if he is formally removed, AI-sector and computing-power-related assets could face a round of repricing. #黄仁勋再被曝与下属婚外情，或遭董事会罢免 #Anthropic拒绝延期IPO，本周路演估值几何？ #CoreWeave营收增长168%股价涨10%