Nvidia's trillion-dollar dilemma over CEO Jensen Huang's future

Nvidia's board faces a trillion-dollar dilemma over whether to part with CEO Jensen Huang amid investigations into his affair with an alleged Chinese spy, which has already erased $450 billion in market value. Huang admitted to being unfaithful to his wife in a company message, while the board's inquiry, a shareholder lawsuit, and lawmaker questions center on his relationship with a former executive at customer Megaspeed. Analysts estimate Nvidia could lose 30% of its valuation if he is removed. Governance experts say Huang's conduct likely violates Nvidia's code of conduct, but his importance to the company and U.S. AI interests may protect him. The board lacks a clear succession plan, with potential replacements including co-founder Chris Malachowsky and CFO Colette Kress.