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re: Nvidia Jensen Huang Second affair with an employee

Posted on 11/12/26 at 7:14 am to
Posted by jp4lsu
Member since Sep 2016
8011 posts
Posted on 11/12/26 at 7:14 am to
I think for the board they are concerned with lawsuits from stockholders for being deceptive. But that isn't just on Jensen, that is on the board as well. If they oust him, there will still be culpability for the board I would think. So outsting him doesn't solve that.
Posted by UltimaParadox
North Carolina
Member since Nov 2008
55123 posts
Posted on 11/12/26 at 7:26 am to
quote:

I think for the board they are concerned with lawsuits from stockholders for being deceptive. But that isn't just on Jensen, that is on the board as well. If they oust him, there will still be culpability for the board I would think. So outsting him doesn't solve that.


Yeah but they need someone to lay the blame at. This seems like corp strategy 101. I would be shocked if he survives at this point. Especially considering he publicly went out there and lobbied for looser export controls to China during his time he was in a relationship with the spy.

The affairs could be overcome, but one with a fellow employee he was the direct superior over and another that was a Chinese spy.

His influence is the only reason he has not been removed already.

NVDA only down 6.8% YTD, so not much pain at this point. Guessing the current price is reflecting his removal
This post was edited on 11/12/26 at 7:30 am
Posted by RoyalWe
Louisiana
Member since Mar 2018
5657 posts
Posted on 11/12/26 at 7:34 am to
The possible business and/or national security damage is done. Multiple affairs, including one with an employee, is a deal-breaker. For such a talented guy, he has royally screwed himself. I don't think his talent will insulate him from his removal. Depending on his actions, he may be in criminal/legal trouble.

Having said that, I hope he goes to work for Elon and learns from his mistakes.

NVDA takes a real hit from the loss of talent. Maybe other companies are hardened against this type of thing. Life goes on.
Posted by Aloha
Member since Nov 2026
25 posts
Posted on 11/12/26 at 7:39 am to
Analysts on CNBC this morning crying that Jensen is too important to Nvidia and AI for him to be fired.

Who cares if he's sleeping with a Chinese Spy?
Who cares if he's banging a subordinate which company policy says will result in termination?

These fund managers are panicking that they are about to take a major haircut.
Posted by beaverfever
Arkansas
Member since Jan 2008
36684 posts
Posted on 11/12/26 at 7:40 am to
quote:

The possible business and/or national security damage is done.
Explain.
Posted by castorinho
13623 posts
Member since Nov 2010
89109 posts
Posted on 11/12/26 at 7:50 am to
quote:

The possible business
bullshite. There is zero business damage.
The question isn't "is nvda better off without him?" because the answer to that is obvious. The question is more "should he be pusinshed for his transgression"
Now the national security thing is entirely different

As I'm typing this they just ousted him
Posted by ODP
Conroe
Member since Oct 2015
2063 posts
Posted on 11/12/26 at 7:50 am to
He just resigned.
Posted by RoyalWe
Louisiana
Member since Mar 2018
5657 posts
Posted on 11/12/26 at 7:59 am to
I said "possible" because I have no knowledge of damage. You people need to drink less coffee.
Posted by castorinho
13623 posts
Member since Nov 2010
89109 posts
Posted on 11/12/26 at 8:06 am to
Dude how can the damage be "done" be used in this scenario
Posted by TigerSaint
GA
Member since Dec 2004
240 posts
Posted on 11/12/26 at 8:06 am to
We are in a race with China for AI leadership. NVIDIA technology plays a critical role in our AI infrastructure and also in our military, intelligence, and cybersecurity capabilities. Restrictions were placed on NVIDIA chip exports to China on national security grounds. This was intended to prevent China from using American technology to strengthen its military while also protecting our technology advantage over them.
Posted by LSUcam7
FL
Member since Sep 2016
9120 posts
Posted on 11/12/26 at 8:09 am to
quote:

race with China


And we’re shooting ourselves in both feet.
Posted by RoyalWe
Louisiana
Member since Mar 2018
5657 posts
Posted on 11/12/26 at 8:19 am to
Dude, do we know what he did? Do we know how he was manipulated? Do we know if he gave or incidentally provided access to information to foreigners or executives of foreign competitors (aka the Chinese)? Can you foresee a future in which that information could damage business because it gave them a leg up? Did it influence any recent actions or deals that would negatively impact Nvidia or the US?

Dude? Dude???
Posted by castorinho
13623 posts
Member since Nov 2010
89109 posts
Posted on 11/12/26 at 8:28 am to
Read my message again. I separated the first affair from the second.
Posted by lsuconnman
Baton rouge
Member since Feb 2007
5969 posts
Posted on 11/12/26 at 9:00 am to
Imagine how many more there must be? Talk about terrible luck. What are the odds of having two affairs and one is a subordinate and the other happens to be a Chinese spy.
Posted by RoyalWe
Louisiana
Member since Mar 2018
5657 posts
Posted on 11/12/26 at 9:01 am to
How does a CEO hold anyone else accountable when he can't follow his own company's rules? And if Nvidia gives him a pass because he's too valuable, what kind of message does that send to everyone else?

You're acting like this is just about punishing the guy. It's about leadership. What happens to Nvidia's reputation when the rules don't apply to the guy running the company? That's business damage, and the shareholders are the ones who ultimately pay for it.
Posted by castorinho
13623 posts
Member since Nov 2010
89109 posts
Posted on 11/12/26 at 9:19 am to
quote:

How does a CEO hold anyone else accountable when he can't follow his own company's rules? And if Nvidia gives him a pass because he's too valuable, what kind of message does that send to everyone else?
my answer to that is "proof is in the pudding."
He's led the company all these years to unprecedented levels. You don't do that if you're a poor leader. Unless of course, you want to make the argument that they got lucky by being at the right place (right business) at the right time (e.g Roger Goddell)
Posted by RoyalWe
Louisiana
Member since Mar 2018
5657 posts
Posted on 11/12/26 at 9:38 am to
Nobody's disputing his success. But you're arguing that because he's been successful, his leadership can't be a problem. I'm not sure you fully appreciate what leadership means. You're equating it simply to financials.

I realize we live in a broken world where most people no longer care about ethics or morals, but for some it matters. I went to the business school where we didn't cheat on our tests and smirk about it.
Posted by hob
Member since Dec 2017
2415 posts
Posted on 11/12/26 at 9:45 am to
quote:

We are in a race with China for AI leadership. NVIDIA technology plays a critical role in our AI infrastructure and also in our military, intelligence, and cybersecurity capabilities. Restrictions were placed on NVIDIA chip exports to China on national security grounds. This was intended to prevent China from using American technology to strengthen its military while also protecting our technology advantage over them.


Exactly, so Nvidia is selling gpus to Megaspeed as a pass-through. More than Jensen is involved in this. Is it only Nvidia employees in on it?

Posted by castorinho
13623 posts
Member since Nov 2010
89109 posts
Posted on 11/12/26 at 1:28 pm to
Now reports of a third relationship with another employee.

Posted by UltimaParadox
North Carolina
Member since Nov 2008
55123 posts
Posted on 11/12/26 at 2:36 pm to
No way it stops at 3
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