NVIDIA's Board Faces Critical Decision on CEO Jensen Huang's Future

NVIDIA's board is preparing to oust CEO Jensen Huang amid allegations of an affair with a Chinese executive suspected of intelligence ties and involvement in chip smuggling, following an internal investigation. The board launched an inquiry on Nov. 8 after reports of a foreign intelligence effort targeting Huang, who has denied compromising national security or company secrets. Critics cite poor judgment and lost customer confidence, while the board weighed removal, leave, or reprimand. NVIDIA lacks a clear succession plan, with potential internal candidates including CFO Colette Kress and VP Ian Buck. External options like Tim Cook or Eric Schmidt are also considered, as the board faces a critical governance test.