BusinessNov 12, 2026, 9:50 AM UTC·2 min read

Jensen Huang: Nvidia board weighs removal after second affair report

Nvidia lost more than $190 billion in market value in a day after reports that its board is weighing whether to remove CEO Jensen Huang.

Image: xataka.com

Jensen Huang built Nvidia into the company the whole AI industry leans on. Now reports say his own board is discussing whether he should keep the job. Nvidia shares fell more than 8% yesterday, and more than $190 billion in value disappeared in a single day.

The trigger was a Wall Street Journal exclusive saying Huang could be dismissed after a second extramarital relationship came to light. The New York Times names the other person as Kimberly Powell, Nvidia's vice president of healthcare. According to that report, the two were seen together at a hotel separate from the one the rest of the Nvidia team used during the company's GTC conference in March, and rumours about them had been going around the company for some time. None of this has been confirmed by Nvidia in the material we have.

How did Jensen Huang get here?

The first affair is the bigger problem. Days ago Huang admitted to infidelity in a public letter on Nvidia's blog. The relationship was with Alice Huang, and from the start some people suspected she was a Chinese spy.

That landed on top of an already uncomfortable year. A Singapore neocloud (a company that rents out AI computing power) called Megaspeed was suspected of passing banned Nvidia chips to China. An executive at Nvidia was later reported to be under investigation. Huang had also pushed hard to sell to China, and got Donald Trump to relent.

After his letter, the board backed him and opened a parallel investigation into how far information may have been compromised. Now, according to the WSJ, it is thinking about removing him.

Who could replace Jensen Huang at Nvidia?

That is the awkward part: there is no obvious number two. Huang co-founded Nvidia in 1993 and has been the face of its rise. Bloomberg reports that Nvidia is already working with an outside firm to look for candidates.

Nothing is decided yet. The stock had been sliding for several weeks before this, and the board now has to weigh a CEO nobody can easily replace against a run of events it can no longer ignore.

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