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Nvidia has a Jensen Huang problem—and no obvious successor

arstechnica.comNov 10, 2026

Nvidia CEO Jensen Huang is under investigation by the company's board for an extramarital affair, reportedly with an executive at a major Nvidia customer who is also alleged to be a Chinese spy. This scandal threatens Huang's leadership at the world's second-most-valuable company, alarming investors and raising concerns about succession planning given his central role in Nvidia's success and the AI boom. The news has already impacted Nvidia's share price, which fell over 5% following the revelations.

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