Huang Renxun has resigned, but I believe the real reason he was forced to leave was probably not just an extramarital affair.
On November 12, Nvidia announced that Huang Renxun had resigned as CEO, president, and director, and CFO Colette Kress will temporarily take over.
A person who founded Nvidia with his own hands, led it for 33 years, and brought the company to the pinnacle of the global AI industry leaving in this way is indeed deeply regrettable.
But if we simply reduce it to infidelity, we may be underestimating the complexity of the matter.
Huang Renxun has already admitted marital infidelity, while the foreign intelligence concerns reported by the media, as well as close relationships between superiors and subordinates within the company, are still unverified.
The issue is that Nvidia is not an ordinary company. It controls key technologies in the global AI industry and sits in a sensitive position in the technological competition between China and the United States.
Once the CEO's private relationships may involve trade secrets, national security, or conflicts of interest, they are no longer just family matters.
This also reflects some differences in corporate governance between China and the West.
In China, public opinion often focuses more on entrepreneurs' personal morality, family responsibilities, and whether merits and faults can be evaluated separately.
By contrast, major publicly listed companies in the United States are more likely to assess the risks posed by such private behavior from the perspectives of compliance systems, power relations, board responsibilities, and shareholder interests.
This is not about who is more conservative, but about whether private behavior crosses the boundaries of corporate governance.
Of course, the specific reason for his departure still needs to await the results of the investigation, and unverified accusations cannot be treated as facts.
What I think is most worth considering is this: if someone has contributed enormously to a company, does that mean he can stand above the system?
Huang Renxun's business achievements are beyond doubt. But a company worth trillions of dollars cannot place its future entirely on its founder.
For the board, keeping him is risky; letting him go also comes at a huge cost.
And for investors, rather than continuing to discuss his private life, they should be more concerned about Nvidia's next strategic direction, customer confidence, and management execution.
Great entrepreneurs can create a great company, but a truly great company should be able to endure the departure of its founder.
#黄仁勋 #NVIDIA #英伟达 #Aİ