Nvidia faces leadership vacuum after CEO's affair with alleged spy

Nvidia faces an unprecedented leadership vacuum after CEO Jensen Huang admitted to an affair with a woman U.S. intelligence alleges could be a Chinese spy, leaving the company without a clear succession plan for the first time in over 30 years. Huang, who co-founded Nvidia in the early 1990s, transformed it from a gaming graphics startup into the dominant AI chip maker, driving a near 500% stock rally over five years. His rockstar persona and evangelical AI advocacy were central to the company's appeal, with no successor yet named. Analysts note Nvidia's product roadmap and strong market demand for AI chips provide breathing room for a new leader, drawing parallels to Apple and Alphabet transitions. However, investors had never previously considered the company without Huang, whose vision underpinned its success.