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0•11/12/2026, 12:53•2 min read

Nvidia board reportedly discusses possible Jensen Huang removal

Nvidia board reportedly discusses possible Jensen Huang removal
Executive TL;DR30s read

According to available reports, Nvidia’s board met to discuss the possible removal of CEO Jensen Huang amid new allegations about his personal relationships, while the company’s shares continue to fall.

According to available reports, Jensen Huang, in addition to a case involving alleged espionage connected to Alice Huang, had a relationship with Kimberly Powell, Nvidia’s vice president for healthcare.

The board had previously publicly backed Huang, but recently met to discuss his possible removal. The reason remains unclear: the second scandal may have crossed a risk threshold, or new details may have emerged during the investigation. The matter is being handled by a former federal prosecutor.

Rumors suggest Tim Cook is being considered as a possible successor as CEO, but there is no confirmation.

Nvidia shares continue to fall sharply. According to available reports, the company has lost nearly $1 trillion in market capitalization since the first allegations surfaced.

  • Key figure: Nvidia remains central to global AI infrastructure as a leading GPU supplier.
  • Corporate risk: any CEO change could affect strategy, partnerships and investor confidence.
  • Market reaction: the market-cap decline shows how sensitive the AI sector is to governance and reputational news.

Why it matters

Analysis

Nvidia’s leadership stability directly affects the global AI infrastructure market because the company remains a key GPU supplier. Reports of investigations and falling market capitalization can change investor expectations for the pace of AI ecosystem development.

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