Jensen Huang

The Wall Street Journal reports Nvidia's board is preparing to remove CEO Jensen Huang after he admitted an affair with a woman tied to a suspected Chinese intelligence recruitment, and Congress is threatening a subpoena. No removal has been announced, but the stock is down about 24% since mid-October, and the uncertainty about who leads the company matters to investors and to the AI chip industry.

Jensen Huang co-founded Nvidia in 1993 and has run it ever since

Reuters puts him at 63 in a Nov 9 explainer, naming co-founders Chris Malachowsky and Curtis Priem, and on Oct 26 he was still on X thanking Berlin for "What a GTC."

Huang's Nov 8 memo admits the affair, and Nvidia's board opens an independent probe

The woman, identified by the Financial Times on Nov 7 as Alice Huang, an executive at Singapore-based Nvidia customer Megaspeed, is the alleged Chinese intelligence recruit at the center of the board's review. On Nov 10 the board hires Wachtell, Lipton, Rosen & Katz to lead it, per the New York Times, and the top Hacker News reply grudgingly credits the letter for owning the wrongdoing.

House Republicans float a subpoena as Huang's Nov 12 briefing deadline lands

Foreign Affairs chair Brian Mast, China Select Committee chair John Moolenaar and Intelligence chair Rick Crawford first requested a closed-door briefing on Nov 5, per their joint release, and by Nov 11 Bloomberg reports Congress is prepared to subpoena him if he misses the deadline. Sen. Kevin Cramer went further on Nov 11, telling CNBC Huang "should resign" as a matter of conscience.

The WSJ reports Nvidia's board is preparing to oust Huang

The Nov 11 scoop lands on r/nvidia as LBC ties it to reports of a second affair, which the New York Times names as Nvidia healthcare VP Kimberly Powell, a direct report allegedly filmed being "affectionate" with Huang at a conference hotel, per TechCrunch. It's reported preparation, not an announced decision, and a Polymarket market now prices an announced exit.

NVDA closes Nov 11 at $173.73, down 24% from $228.52 on Oct 13

The S&P 500 slips only 2.4% over the same stretch, with Nvidia's worst sessions a 9.3% drop on Nov 5 and 5.5% on Nov 10. Bloomberg argues on Nov 10 that the bull case hinges on Huang surviving the probe, and r/pcmasterrace is chewing on a shareholder class-action lawsuit headlined at $190B in lost value.

Elon Musk says it would be "an honor" to hire Huang if Nvidia removes him

The Nov 12 remark, posted by @Polymarket, follows a Nov 11 New York Times piece on tech allies calling him vital in the AI race. A separate Polymarket market tracks whether he lands at SpaceX by year-end, and Hacker News scoffs at a CFO stepping in.

A Nov 9 r/TopTrendingNewsUSA thread claims his wife Lori could get up to $80B in a divorce

It rides Huang's apology to Lori, headlined "I know an apology cannot undo what I have done" in r/TopTrendingNewsUSA, and the top reply rejects the framing. @editsbyxyz.1 turns it into a "Bro has priorities" edit, while a Polymarket divorce market jumps today.

Jobs Page Secret Signals

Nvidia's own job board lists 2,000+ open roles.

At least five of the listed postings target government and defense customers: a Federal Account Manager, Disruptor Tech role posted Nov 11 to "grow our strategic relationship with Anduril," and a Senior Solution Architect, AI Infrastructure role for the "Public Sector Continuous Bring Up team." Public-sector sales roles in Massachusetts and Italy and a Herndon, Virginia manager for "US government (USG) operations" round out the cluster, all posted between Oct 30 and Nov 11. That points to Nvidia's federal push continuing even as Congress presses Huang on national security questions.

These are open postings, not hires or announcements.