Nvidia may lose Jensen Huang. The repercussions reach far beyond chips.

Résumé détaillé

China's AI ambitions, Anthropic's IPO, and Wall Street could all feel the effects of an extraordinary Silicon Valley leadership crisis.

That's the sentiment following a report of another affair, this time with one of his direct reports. Kimberly Powell, Nvidia's vice president of healthcare, had an extramarital relationship with Huang, according to a New York Times report on Wednesday that cited five company sources.

It's the second report of Huang cheating on his wife of over 40 years, Lori. The first was Alice Huang, who has been an executive for Megaspeed, an Nvidia customer. The Times reported last month that US intelligence officials believed she was passing information to Beijing.

Now, The Wall Street Journal reports that Nvidia's board, which was already planning an investigation into Huang, is preparing to remove him. We've compiled what top business and tech executives are saying about the news.

It's a shocking turn of events considering how a Huang ouster was considered a long shot just a few days ago. Early this week, prediction markets had the odds of him leaving before the end of 2026 below 20%. Now, the bet is less on if he'll go and more on when he'll go.

When I met with Brian Mulberry, chief market strategist at Zacks Investment Management, on Wednesday morning, he put the chances of Huang getting completely removed from Nvidia at 5-10%.

"You have to handicap stuff that's really hard to handicap, right?" Mulberry told me. "But he is such a big part of whatever happens next with Nvidia, just like Elon is with Tesla and SpaceX, that it could be incredibly disruptive."

Nvidia: Tech bull Dan Ives previously said Huang's departure would shave 30% off Nvidia's stock price. The issue isn't just Huang's massive profile in the AI ecosystem. There's also no clear successor waiting in the wings. That could force the board to look outside its own ranks.

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