Nvidia co-founder and chief executive Jensen Huang resigned after revelations of two extramarital affairs, including one with a businesswoman alleged by U.S. officials to be tied to Chinese intelligence and another with a longtime Nvidia executive. The 63-year-old’s exit injects uncertainty into markets already sensitive to the AI boom, as Nvidia—valued near $4 trillion—dominates the high-end chips powering artificial intelligence at major customers including Google, Microsoft and Meta. Huang, long celebrated as a visionary and a disciplined operator, faced mounting scrutiny over judgment and governance as the board convened following the second disclosure. The resignation also carries geopolitical overtones given Nvidia’s central role in the U.S.–China tech rivalry and Huang’s access to political leaders in both countries. A succession plan was not detailed, leaving investors focused on continuity in Nvidia’s product roadmap and customer relationships.
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