NVIDIA Announces CEO Transition (nvidianews.nvidia.com)

So it’s no longer about national security. What changed now compared to 2 years ago to make Trump care? Did Jenson reduce SpaceX’s allocation?

Part of me is hopeful after this. Huang did something that was, at the very least, profoundly stupid, and just short of treason at worst. However, I'm also filled with dread, because I know that this means that there will be even more of an effort by founders to make sure they're immune from consequences from boards if they go public. You already see this at Meta and with Zuckerberg.

We need real reforms on corporate governance that make this sort of situation - a board able to control the C-suite - the norm, not the exception.

Having these people saying otherwise is pure hypocrisy.

Very much dislike that this in large part is overshadowed by his adultery, which should be considered separate and treated totally private, at least for the sake of his family.

I think it was the affair with the direct report that did him in.

That's a bigger no-no than selling to spies, especially when the administration knew about it and did nothing.

I thought this was like, basically an open secret? Like... I'm sure they stayed within the technical letter of the law? Except if any of the laws required them to not be grossly negligent and not be cartoonishly naive. So that they can later argue that they couldn't possibly have known that chips going to South East Asia were being resold to China?

This is obviously something that has been postponed for after the midterms.

I think NVIDIA lose more things by firing Jensen.

CEO is supposed to be a high integrity position despite most tech CEOs trying to pretend that is not the case. If this person cannot be loyal to those closest to him, how can he be loyal to the company or shareholders?

While Jensen seems like an egomaniac who deserves what happened to him, there's a part of me that feels some China hawks had fingers in his firing, it must not sit well with them than America's most valuable company is not in the hands of the old guard.

Now that the possibility of him being compromised by an actual Chinese spy AND the possibility of Nvidia actually sanction-busting to ship to China regardless are on the table? Both at the same time, no less?

Yeah, that kind of liability is bonkers. Jensen might be too vital to load him into a cannon and fire him into the sun, but I'm not at all surprised that Nvidia wants him gone from the big post.

According to who?

I believe it was the affair with the married subordinate that was the real problem. There's a huge amount of legal exposure for NVidia with that. With the Chinese spy he can portray himself as the victim. As I've said elsewhere, with billionaire corporate security and the support of the US government, It's astounding to me that this happened at all.

Also I'm reminded of this quote [1]:

> If you find two ants in your kitchen, the best estimate of the total number of ants in your kitchen is not two

[1]: https://x.com/_NathanCalvin/status/2084856543561093535

Apparently I am able to, what was that?

Pretty sure all those nVidia employees over the years had a bigger hand in building it.

You don't get to cheat on your wife, company and country and get support lmao, what a strange things to say.

I’m sorry but this shows wildly inappropriate decision making. Say what you will about honeypots (I received specialized “warning” early in my career, but I recognize that is abnormal), but we all are forced through training every single year about how relationships at work, especially with imbalanced power dynamics, are inappropriate and should not take place.

I don’t care about the infidelity, but he represents the company at its pinnacle. He had to go.

You can agree or disagree with his position on exporting to China being good/bad for nVidia or the US. But actively working closely with a company (Megaspeed) where, from a thousand miles away, it was clear that their primary goal was to get around and/or bend US export controls... that's a bad idea. Megaspeed was clearly working for the direct benefit of the Chinese government.

Add onto that having an extramarital affair with the representative of that company? Come on, it's extremely likely she's an agent of China, and if not it's a gigantic business risk.

Then, on top of that, you have to remember that he's married. A divorce results in half of his shares going to his wife, who would then have a grudge, probably not in the best interests of the comapny.

Not a single inch of empathy for his wife and family, nor the misled investors and staff.

I mean yes, he shouldn't be hounded, but if he'd kept it in his pants, he could have avoided all this nastiness.

And: the public only knows what's made it out. Who knows what else has come out in private.

Otherwise you end up thinking "should I start an affair with this Chinese spy I've been breaking US laws with? What are they going to do, fire me? They can't, I've got them trapped so I'm untouchable, I can do whatever I want. And if I'm in a helicopter crash then it sucks to be them, I'll not care when I'm dead".