What Jensen Huang’s Potential Ouster Could Mean for A.I.

Jensen Huang’s fate as the chief executive of Nvidia is on the line after The New York Times reported that he had an extramarital relationship with a woman who U.S. officials identified as a Chinese spy, as well as one with an executive at the company.
Tripp Mickle, a tech reporter for The Times, shares details on how everything unraveled for Mr. Huang and what his potential exit means for his and Nvidia’s future.
Guest: Tripp Mickle (nytimes.com/by/tripp-mickle), a tech reporter for The New York Times.
Background reading:
• Nvidia shares plummeted more than 8 percent (nytimes.com/2026/11/11/business/nvidia-stock-j…) in after-hours trading on Wednesday as the board considered Mr. Huang’s future.
• The company’s board of directors met to discuss his potential exit (nytimes.com/2026/11/11/technology/nvidia-jense…), according to two people with knowledge of the situation.
Photo: Manuel Orbegozo for The New York Times
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For more information on today’s episode, visit nytimes.com/thedaily?smid=pc-thedaily. Transcripts of each episode will be made available by the next workday.

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