Nvidia Board Weighs Jensen Huang's Future as Wall Street Eyes Succession
Source The New York Times
At a glance
Nvidia's board has met to discuss whether CEO Jensen Huang should stay in charge. The talks follow reports of an affair with an executive that U.S. intelligence officials say was a spy for China. Nvidia has no clear successor ready if he leaves.
Key points
The New York Times reported that Huang had relationships with a direct report and with an executive that U.S. intelligence officials determined is a spy for China.
The Wall Street Journal said his removal is on the table.
Bloomberg reported that the executive is living in Beijing with the knowledge of Chinese security officials.
Nvidia has no clear succession plan, and its finance chief Colette Kress is seen as a possible interim CEO.
Why it matters
Nvidia is central to the AI boom, so a leadership change could have wide effects across the industry.
Original article
Wall Street Sees the Writing on the Wall for Jensen Huang
The New York Times · Nov 12, 2026, 10:14 PM GMT+9 · nytimes.com
Read on The New York TimesAI read the original article and summarized it in plain language. It may contain mistakes, so please check the original for accuracy. The article's copyright belongs to The New York Times.