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Jensen Huang has lost the debate on China chip sales

Nvidia’s board is set to decide the future of its founder Jensen Huang after revelations that he had a romantic relationship with a company executive, days after it emerged that he had an affair with a suspected Chinese spy.

✦ Extractive summary — built from the sources' own reporting•From 9 sources•2 min read•Updated November 12, 2026, 2:58 AM UTC
Key points
  • Huang’s potential departure would leave a leadership vacuum at the roughly $4tn chipmaker he co-founded, with Nvidia’s shares sliding about 8% in ​after-hours trading Donald Trump said on Monday he was “amazed” after the revelations concerning Jensen Huang – one of his ⁠closest allies in Silicon Valley – came to light.
  • Shares in Nvidia sank Wednesday night after the New York Times reported CEO Jensen Huang had a second affair with a senior executive who reports to him.
  • Jensen Huang, who has come under fire for admitting to an affair with a woman accused of being a Chinese intelligence agent, has been accused of having a separate affair with an Nvidia subordinate.

Nvidia's board is preparing to dismiss CEO Jensen Huang following a report from the New York Times about a second alleged extramarital affair, just days after he admitted to a separate affair with a woman alleged to be a Chinese spy, The Wall Street Journal reports.

Additional details
  • Nvidia’s board of directors reportedly could meet as soon as today to determine the CEO’s fate.
  • The president’s close ties with the Nvidia CEO have come under renewed scrutiny after revelations about the billionaire executive’s affair with an alleged Chinese spy were revealed.
  • At a minimum, he says Nvidia's board needs to place Huang on administrative leave immediately while it conducts an investigation into both relationships.
  • As soon as Wednesday evening, Nvidia's board could decide to remove its founder and CEO of 33 years.
  • Huang is arguably the world's most powerful CEO at the moment, his company serving as the beating heart of the AI revolution.

How this summary was made: extractive summary — built from the sources' own reporting. It is drawn only from the reporting of the sources listed below — read the originals for full detail. How we summarize →

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Every article behind this summary — 13 articles from 9 outlets

The Guardian WorldNovember 12, 2026, 2:58 AM UTC → MarketWatchNovember 12, 2026, 2:52 AM UTC → Al JazeeraNovember 12, 2026, 12:43 AM UTC → CNBCNovember 12, 2026, 12:21 AM UTC → AxiosNovember 11, 2026, 11:53 PM UTC → TechCrunchNovember 11, 2026, 11:28 PM UTC → TechCrunchNovember 11, 2026, 11:17 PM UTC → Ars TechnicaNovember 11, 2026, 11:10 PM UTC → The VergeNovember 11, 2026, 10:44 PM UTC → SemaforNovember 11, 2026, 10:23 PM UTC → SemaforNovember 11, 2026, 12:00 PM UTC → SemaforNovember 10, 2026, 10:22 PM UTC → SemaforNovember 10, 2026, 11:32 AM UTC →

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