Monday, November 9, 2026

'Key Man' Risk

How an Affair Spiraled into a National Security Nightmare
https://www.wsj.com/tech/ai/how-jensen-huangs-affair-spiraled-into-a-national-security-nightmare-d9b43304
The CEO, who has acknowledged an affair with a woman accused of spying for China, has lobbied President Trump on loosening export controls.
 
Nvidia’s Board Has a History of Letting Its C.E.O. Get His Way
https://www.nytimes.com/2026/11/10/technology/jensen-huang-nvidia-board.html
Governance experts question whether the board, which is investigating Jensen Huang’s conduct, has been too deferential as he has turned the company into a global giant.


C.E.O.’s Grip on Nvidia Poses a Challenge to Its Board’s Investigation of His Affair
https://www.nytimes.com/2026/11/09/technology/jensen-huang-affair-nvidia.html
If the board decides to punish Jensen Huang, who admitted to a relationship with a woman suspected of being a Chinese spy, there is no obvious successor. 
 
Related:
https://www.nytimes.com/2026/11/09/business/jensen-huang-china-spying.html