Nvidia's India AI bets face uncertainty after CEO Jensen Huang's exit

Nvidia CEO Jensen Huang resigned on November 12 following a board inquiry into an extramarital affair with a woman suspected of being a Chinese spy, with CFO Colette Kress named interim CEO. His departure threatens over $4-5 billion in Indian AI infrastructure commitments. Huang's resignation followed revelations of his relationship with Megaspeed executive Alice Huang, who US officials allege is a Chinese spy, and a separate affair with Nvidia VP Kimberly Powell. His exit impacts India's AI ecosystem, including partnerships with Reliance, Tata, and Yotta, plus investments in startups like Sarvam AI. Industry experts see no short-term business impact, as GPU orders for Blackwell and Vera Rubin chips remain locked in. However, rivals like AMD and Intel may gain ground, and Indian firms are urged to diversify chip suppliers to reduce single-vendor dependence.