Nvidia employees are overwhelmingly behind Jensen Huang. A Blind survey of 232 employees conducted November 9–10 found 88% want him to remain CEO, 11% want him to resign voluntarily and just 1% want the board to remove him. But the employee vote isn’t going to decide this. The Wall Street Journal reports Nvidia’s board is preparing to oust Huang and could meet as soon as Wednesday to determine his future. The company has not announced a formal removal decision.
The controversy started with reports that Huang had an affair with Alice Huang, a business executive U.S. intelligence reportedly suspects of working with Chinese intelligence. She was connected to Megaspeed, a company involved in Nvidia’s chip business. The concern is whether the relationship was part of an effort to obtain information or gain access to Nvidia technology. Huang admitted to being unfaithful in a message to employees, but the espionage allegations have not been proven.
Then came another report. The New York Times identified Nvidia vice president Kimberly Powell as another woman who allegedly had a relationship with Huang. She reportedly worked under him, raising separate questions about conflicts of interest and corporate governance. Huang apologized to his wife, family and employees, but has not publicly addressed the details of either reported relationship.
Nvidia’s board announced an independent investigation on November 8, then brought in the law firm Wachtell, Lipton, Rosen & Katz. The board said it had no reason to believe national security or company secrets had been compromised, but wanted to examine the allegations. Now, just days after expressing confidence in Huang and his leadership team, the board is reportedly preparing to remove him.
The market isn’t waiting for the investigation to finish. Nvidia shares fell roughly 8% in after-hours trading Wednesday. Huang is the face of the AI boom and has led Nvidia for more than three decades. There is no obvious successor waiting to take over. Removing him would leave the company facing a leadership transition at the center of the world’s AI infrastructure buildout.
The employee survey shows how much support Huang has inside Nvidia. It doesn’t tell us what the directors have decided behind closed doors. And the board’s formal position has not yet been updated to confirm his removal.
https://www.cnbc.com/2026/11/11/nvidia-jensen-huang-affair-employee.html
https://www.reuters.com/technology/nvidia-is-preparing-oust-ceo-jensen-huang-wsj-reports-2026-11-11/
https://www.wsj.com/business/the-spy-scandal-that-lays-bare-nvidias-governance-vacuum-44f8c786
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