You are wondering if the guy who co-founded Nvidia and was its CEO since its founding (over 33 years of leadership) and saw its market cap top over $4 trillion dollars “had a positive effect”?
Sure. Maybe over the years he has had less and less of an impact. Maybe the company succeeded despite him :) All people see are these public figures and watch presentations they make and make tons of assumptions about their impact even though they don't work at said company or really know anything about it at all... The board seems pretty fine with ejecting him, they probably know a lot more about it than we do...
he'll move to Taiwan, Taiwan will become part of China, China will move talent, Jensen will become the CEO of a new asian company and they will become a powerhouse in chip production in ~5 years
Unless there’s an evidence of him being compromised, this is crazy. I’m total outsider and don’t know Nvidia copropare rule machinery, but from perceived perspective that feels like significant blow to the company.
I expect shit show funnier than when OpenAI tried to put Altman with same result.
> During the conference, Nvidia executives were at a nearby hotel for meetings. Mr. Huang and Ms. Powell were seen being affectionate at the hotel. One bystander captured the interaction on their phone, three people briefed on the incident said.
> Mr. Huang’s security witnessed the bystander with their phone and sequestered them, the people said. They made the person an offer to sign a nondisclosure agreement.
Well, at least there will be one way to make money after AI takes my job...
Jokes aside, I would expect we will soon learn there is more. Given that Nvidia was vouching for Megaspeed while exporting those chips, I still think there's a reasonable chance Jensen ends up in jail over this. Not large, but possible.
Ok but if you are having an affair with your direct report why would you "be affectionate" in public ?
When I encountered this ( in much smaller, non strategic companies!) both parties took great care to hide their affair and appear completely professional in public. The fun and games were kept behind closed bedroom doors. I don't get it.
The NYT reports that Huang was caught on video with this second affair when they were together in San Jose.
Seems like this video and the first affair with the spy was a classic blackmail operation used against him as I said before [0] and Huang likely said no to the wrong person.
The possible security implications of this entire affair (affairs now) can't be overstated. That hardware's in the most secret of facilities, computing very classified workloads for very very serious customers. Not the goofy AI heads, I'm talking about the military and intelligence communities in many nations.
Hopefully this teaches the market to migrate away from proprietary CUDA and NVIDIA and their proprietary drivers.
This doesn’t bode well for Anthropic’s IPO indirectly, due to whole AI industry being propped up largely by Nvidia’s circular investment.
Also there’s likely a big overlap of institutional investors who are both NVDA and ANT investors and will now likely seek to dump ANT at the opening bell.
Short term, days or weeks, there will be panic. But the impact of the change won't really be felt for years to come. For the next few years, the company will be fine.
The coup of Jensen Huang was precisely organized by the same large institutional investors.
They want NVIDIA to lock-up firmware and prevent any open-weight models from being run. Everyone (at least in US/NATO/US-aligned world) will be forced to use Anthriopic/OpenAI or some other US based closed source model.
Open models will be banned at the GPU level.
This is done to cement the multi-trillion dollar valuation of the AI labs and prevent AI bubble from popping due to customers using free open-weight, instead of pay-per-token closed models
They can't even stop one company from selling physical chips to China, yet somehow they're going to prevent anybody from running open models? I don't know, it doesn't seem likely to me.
I don't see how this can happen, though. There are a lot of GPUs out there and open models have already been downloaded millions of times. (IIRC Deepseek v4.1 Flash has been downloaded nearly 2M times just on HuggingFace, just over the past month.) The NATO world already relies quite heavily on open models, in many cases served by Mistral and other local providers. China is also developing its own hardware -- Huawei isn't slacking -- and it's not that far behind. And I'd bet there's no such thing as a "GPU Level" block that can't be hacked away.
Such a move would also be transparently dystopian... though, in fairness, I suppose that makes it more plausible than it would otherwise be...
NATO really barely exists anymore as a consensus mechanism, it doesn't make that kind of policy or have that sort of policy influence, the "US-alignment" of the world has never been weaker, and the genie is really out of the bottle on the technology anyway.
This might rather save the IPO. Banned open source models will allow the closed source players to maintain power recoup a larger part of their investment by driving up the prices.
If anything this should impact the IPO only to the extent it affects the production of new compute capacity, because it is clear that is the #1 thing they need to scale revenues.
Part of me wonders if recent problems with AI (Huang leaks, OpenAI models hacking Huggingface), haven't been arranged by OpenAI in order to poison Anthropic's IPO.
Why are all the tech overlords scum people? Do they become that way with power, money and fame, or is it a certain kind of person from the start that achieves these things?
> Jensen Huang slept with an incredibly attractive Chinese agent that specifically showed traits he found desirable and exploit what ever weaknesses the Chinese spy agency could find about him to get him involved with her and divulge secrets in a SEXINT operation. Therefore Jensen is one of the worst people who are public figures.
I don't like CEO worship or tech culture (I know I am on hackernews but I am a developer and did like software development and related topics), but this take is crazy most people you know would probably take the bait on an operation like this even 'good' people.
And just take a look at the scum running things outside of Tech a lot worse then a moment of infedality, look at all western leaders you will probably find few better (or even equal) to Jensen. Jensen did not shape the shitshow you are seeing now (not saying he is not part of it), it was corrupt from the start, Just a worthless veneer of morality.
Don't morn your societies decay it was a cadaver from the beginning only by putrefaction will it become the soil to plant strong trees on.
Why did you have to "quote" something no one said to make your point? That's a huge tell you're arguing against a straw man. This post was after a second affair, to me that's a moral flaw, not just someone exploiting him.
And that "scum also exist outside tech" is just a whataboutism. It'd be a better discussion if you actually interacted with my arguments.
> Why did you have to "quote" something no one said to make your point?
> Why did you have to "quote" something no one said to make your point?
Was not trying to be dishonest but was meant to be what I felt you comment boiled down to, I will revise my comment to change the '>'.
> And that "scum also exist outside tech" is just a whataboutism.
What I was saying is not just that scum exists outside tech but that the society that created this tech culture and space is the curruption it's self and it's not worth thinking about as something to save but to replace entirely.
> This post was after a second affair, to me that's a moral flaw, not just someone exploiting him.
I am not saying it's not a moral flaw but compared what Trump has done Epstein, wars, etc. He looks like a Saint. It's pointless even talking about morality in the way you do when Trump and his weak cronies are in power. (and yes I know Nvidia under Jesen no doubt has benefit from this corruption). Infidelity is so common in are time but if only that was the worst of it.
What I was saying is not just that scum exists outside tech
Large companies always have a backup plan in case the CEO needs to be replaced. What usually happens in these cases is that a new CEO will be named. That new CEO will focus on maximizing the company's earnings while neglecting the tech. And the company will be an earnings winner for the next few years.
He's out as CEO but he'll continue to be a force at Nvidia. If the new CEO is smart, he'll keep him in the company, but it will be hard since Huang will be seen as the company's leader and it will be very hard for Huang to act any other way.
It won’t be the sex it will be the illicit sales of GPUs to China. That domino topples the next and all of the “sales” of goods to AI companies financed by the sellers. There’s a whole lot of paper sales boosting revenues while losing money with each sale going on.
Honestly, I hope this doesn’t play out in a rushed way. Evaluating this is the board’s top duty. It’s critical, and healthy, for them to weigh what’s best for all NVDA stakeholders.
Obviously, the affairs are a very serious issue, but the investigation needs to determine whether there were any security conflict of interest breaches
Let’s be clear: any abuse of power involving related-party relationships is wrong. Jensen should not get a “free pass” just because he’s Jensen. This is very serious.
Jensen’s leadership of the broader company is unparalleled, and replacing him would be nearly impossible. That step should only be taken when it’s extremely clear there is no other option. Even if the board does replace him, that brings significant risk, not just to NVIDIA but to all the other businesses connected to it. I hope a warning shot across the bow is enough for him to clean things up so everyone can get back to focusing on the work.
As for which way the board rules, the details are all that matter. When boards react emotionally, before a thorough investigation and before they have the full picture, they make bad decisions. They shouldn’t rush. They should investigate and dig into every detail.
Then make a decision. These decisions will carry enormous weight.
None of us really know the details. NVIDIA board: do your job and take it very seriously. Deliberately measure three times, cut once. Don’t spectate. The public likes/wants Hollywood drama, but what we really need is good corporate governance.
They had dirt on him for many years. Someone wants him ousted. That’s what’s happening behind the scene. Jensen probably pissed off someone very well-connected.
638 comments
[ 2.8 ms ] story [ 104 ms ] threadSen. Chris Coons says investigating Nvidia's CEO is top priority for Democratic Congress
https://www.npr.org/2026/11/09/nx-s1-6032682/senator-chris-c...
(sadly this is not my joke)
https://finance.yahoo.com/quote/NVDA/
(Taiwan. You guys have no idea how this is/will be regarded in Taiwan)
But there's no real competitors still? Even for the medium term?
I expect shit show funnier than when OpenAI tried to put Altman with same result.
> During the conference, Nvidia executives were at a nearby hotel for meetings. Mr. Huang and Ms. Powell were seen being affectionate at the hotel. One bystander captured the interaction on their phone, three people briefed on the incident said.
> Mr. Huang’s security witnessed the bystander with their phone and sequestered them, the people said. They made the person an offer to sign a nondisclosure agreement.
Well, at least there will be one way to make money after AI takes my job...
Jokes aside, I would expect we will soon learn there is more. Given that Nvidia was vouching for Megaspeed while exporting those chips, I still think there's a reasonable chance Jensen ends up in jail over this. Not large, but possible.
Do they offer $20k? $200k? $2M? He stands to potentially lose tens of billions over this.
When I encountered this ( in much smaller, non strategic companies!) both parties took great care to hide their affair and appear completely professional in public. The fun and games were kept behind closed bedroom doors. I don't get it.
Some folks get a thrill from getting caught, too.
Seems like this video and the first affair with the spy was a classic blackmail operation used against him as I said before [0] and Huang likely said no to the wrong person.
It is over.
[0] https://news.ycombinator.com/item?id=50417105
Hopefully this teaches the market to migrate away from proprietary CUDA and NVIDIA and their proprietary drivers.
The coup of Jensen Huang was precisely organized by the same large institutional investors.
They want NVIDIA to lock-up firmware and prevent any open-weight models from being run. Everyone (at least in US/NATO/US-aligned world) will be forced to use Anthriopic/OpenAI or some other US based closed source model.
Open models will be banned at the GPU level.
This is done to cement the multi-trillion dollar valuation of the AI labs and prevent AI bubble from popping due to customers using free open-weight, instead of pay-per-token closed models
Such a move would also be transparently dystopian... though, in fairness, I suppose that makes it more plausible than it would otherwise be...
Is this actually technically possible?
Might have worked if they did it suddenly and all at once a decade ago.
I don't think anyone thinking that is possible has thoroughly understood how much soft power the US has lost in the last decade.
invoke Nato article 5? or loudly complain to see a manager?
Two, How's that "Hard Power" working for them, Strait of Hormuz open again?.
vassals will bend over and let the US capitalists fleece them via token tax
> US/NATO/US-aligned world
NATO really barely exists anymore as a consensus mechanism, it doesn't make that kind of policy or have that sort of policy influence, the "US-alignment" of the world has never been weaker, and the genie is really out of the bottle on the technology anyway.
This premise is most likely incorrect: https://www.exponentialview.co/p/the-state-of-the-ai-economy
If anything this should impact the IPO only to the extent it affects the production of new compute capacity, because it is clear that is the #1 thing they need to scale revenues.
The US taxpayer wins.
/s
I'm scared about how this in turn shapes society.
I don't like CEO worship or tech culture (I know I am on hackernews but I am a developer and did like software development and related topics), but this take is crazy most people you know would probably take the bait on an operation like this even 'good' people.
And just take a look at the scum running things outside of Tech a lot worse then a moment of infedality, look at all western leaders you will probably find few better (or even equal) to Jensen. Jensen did not shape the shitshow you are seeing now (not saying he is not part of it), it was corrupt from the start, Just a worthless veneer of morality.
Don't morn your societies decay it was a cadaver from the beginning only by putrefaction will it become the soil to plant strong trees on.
And that "scum also exist outside tech" is just a whataboutism. It'd be a better discussion if you actually interacted with my arguments.
> Why did you have to "quote" something no one said to make your point?
Was not trying to be dishonest but was meant to be what I felt you comment boiled down to, I will revise my comment to change the '>'. > And that "scum also exist outside tech" is just a whataboutism.
What I was saying is not just that scum exists outside tech but that the society that created this tech culture and space is the curruption it's self and it's not worth thinking about as something to save but to replace entirely.
> This post was after a second affair, to me that's a moral flaw, not just someone exploiting him.
I am not saying it's not a moral flaw but compared what Trump has done Epstein, wars, etc. He looks like a Saint. It's pointless even talking about morality in the way you do when Trump and his weak cronies are in power. (and yes I know Nvidia under Jesen no doubt has benefit from this corruption). Infidelity is so common in are time but if only that was the worst of it.
What I was saying is not just that scum exists outside tech
He's out as CEO but he'll continue to be a force at Nvidia. If the new CEO is smart, he'll keep him in the company, but it will be hard since Huang will be seen as the company's leader and it will be very hard for Huang to act any other way.
Recent trend is quite the opposite. What's Tesla without Musk selling pipe dreams ? Pretty sure there is 0 plan for replacement.
Huang expected to run the company well into his 80s, with no clear successor.
SMH
It’s the Dot Bomb days all over again.
Obviously, the affairs are a very serious issue, but the investigation needs to determine whether there were any security conflict of interest breaches
Let’s be clear: any abuse of power involving related-party relationships is wrong. Jensen should not get a “free pass” just because he’s Jensen. This is very serious.
Jensen’s leadership of the broader company is unparalleled, and replacing him would be nearly impossible. That step should only be taken when it’s extremely clear there is no other option. Even if the board does replace him, that brings significant risk, not just to NVIDIA but to all the other businesses connected to it. I hope a warning shot across the bow is enough for him to clean things up so everyone can get back to focusing on the work.
As for which way the board rules, the details are all that matter. When boards react emotionally, before a thorough investigation and before they have the full picture, they make bad decisions. They shouldn’t rush. They should investigate and dig into every detail.
Then make a decision. These decisions will carry enormous weight.
None of us really know the details. NVIDIA board: do your job and take it very seriously. Deliberately measure three times, cut once. Don’t spectate. The public likes/wants Hollywood drama, but what we really need is good corporate governance.