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9 November 2026 · 5 slides

  1. The affair isn't Nvidia's problem. One-man rule is.
  2. The founder confessed. The board is investigating him.

    2 · What happened

    The founder confessed. The board is investigating him.

    On 8 November Jensen Huang told staff he had been unfaithful to his wife. Nvidia's board put independent directors and outside counsel on the case, and says he stays CEO “without interruption”.

    Photo: nvidia.com

  3. “I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did.”
  4. She ran a Singapore company that bought his chips.

    4 · The Singapore thread

    She ran a Singapore company that bought his chips.

    Alice Huang ran Megaspeed, a Singapore data-centre firm and Nvidia's biggest regional customer. The New York Times reports US intelligence suspects she passed information to Beijing. Singapore says it never investigated her.

    Photo: Storm Media

  5. Watch the board and the calendar, not the gossip.

    5 · Bottom line

    Watch the board and the calendar, not the gossip.

    Your AI tools run on Nvidia's chips, and Nvidia runs on one man. Earnings land on 17 November; a Congress briefing follows on 18 November. If the board's answer is vague, that is the news.

    Photo: qz.com