Going only on the one day point, I wouldn't recommend it for Nvidia.
But there's no real competitors still? Even for the medium term?
So AMD, Google are not "real" competitors?
Training must not be allowed by normal people. The resulting models may work stuff out that they're not supposed to and that would be bad and wrong.
I expect shit show funnier than when OpenAI tried to put Altman with same result.
Does Nvidia have such a policy? Unless laws have changed, this isn't an issue as far as the law is concerned.
(Googling - seems they may actually have this policy...)
From what I've heard: Nvidia's operations is heavily reliant on Jensen. He's embedded in everything. Early in the pandemic, I interviewed with them. The recruiter said that pretty much every engineer at the company will, at some point, be in a meeting that includes Jensen. I spoke to a friend who worked there and he confirmed it.
(Probably no longer true as they've grown a lot since then).
> 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.
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.
Hopefully this teaches the market to migrate away from proprietary CUDA and NVIDIA and their proprietary drivers.
The US taxpayer wins.
/s
I'm scared about how this in turn shapes society.
I haven't found the answer. But I do know one thing from my (smallish) sample: the nice guy never let the money get to his head. He drove his own car (a VW Rabbit, ok, a nice one) and lived in the same house that he lived in when he started his company. And until the day he died he just kept doing what he loved without ever feeling the need to lord it over others. More like a Wozniak (who is the other 'nice billionaire' that I'm aware of but I've never met him).
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.
The bigger issue is the conflict of interest stuff, but until that’s proven this is a horrible look for NVIDIA if they actually go through with it.
SMH
EDIT: I assume the bubble will collapse into correction eventually, sooner is better than later.
NVidia doesn't need Jensen in the short / medium term - they are printing money. Unless we discover that all this circular financing was some kind of scheme.
We have 2 other companies though, Tesla and SpaceX, which CEO represents 90% of the valuation. That will be the real one.
I think this is one of those " the question is the answer" moments.
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.
It’s just sex mate, it’s really not a big deal unless he giving favourable deals to his mistress’s company.
I hope he's allowed to do so. He now knows how not to get trapped into a tactically targeted honeypot, he knows the ins and outs of a GPU fab business plus he has all the connections.
This minus all the cruft and legacy overhead of a company as old as Nvidia. I'm now hoping he gets fired.
> Jensen Huang... also had an extramarital relationship with an executive who reports to him, according to five people who worked at the company.
One of the greatest failures of Nvidia's Board was in failing to push for a successor. (Musks' companies face a similar risk.)
Its extremely anti free market, anti competition. The AI labs spent ungodly amounts of money lobbying US policymakers over the last 6 months. Jensen has been one of the few people speaking reasonably on the China question, and that wasn't acceptable to the western oligarchs trying to control AI.
Regardles what you think of China, the average person only has access to useful amounts or AI because of China. They seem to be the only group interested in actually democratizing AI. We should think hard about our biases regarding China and question if those assumptions are actually projection.
Seems like everything we accuse China of being, we're actually guilty of that. Surveillance, govt interference in markets, dystopian justice systems.. These are all traits of the US Empire. I say this as someone whos lived in both, and am a white American (if that matters).
I got a misdemeanor in America for something I said in my own home, by myself playing a video game, that was picked up over a ring camera doorbell in the townhouse on the other side of the wall.... Does this happen in China?
Do we have any evidence this lady was a spy, or is it just US propaganda outlets leaks.
Americans brains are so one shot by hollywood that you can say any pretty foriegn lady is a spy and we'll believe you.
The no-going-back issue is the corruption. Jensen corruptly quashed an investigation into Megaspeed. He then quite clearly expected Republicans in Congress to back him, which is why he only came clean when forced to.
Sure. After he's done responding to the Congress and various investigators and his family, something I suspect will occupy a good part of his next decade.
Does he? Plenty of serial cheaters out there getting caught repeatedly.
minimaxir•31m ago
bmitc•29m ago
I'm not really making a judgement on Huang, but it seems others have done worse. It's making me wonder if there's something larger at play where people (i.e., other billionaires and CEOs and perhaps politicians) are unhappy with Huang.
barney54•27m ago
bmitc•16m ago
u1hcw9nx•27m ago
bmitc•24m ago
hackernud3s•8m ago
colechristensen•19m ago
It would have to be a very good cause though, disliking him or ordinary bad business decisions won't cut it.
mcmcmc•16m ago
pcbro141•26m ago
Sen. 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...