“Embarrassing for him”: Is Nvidia boss Huang threatened with expulsion after the espionage scandal?

Headlines about an affair with a suspected Chinese spy are putting Nvidia icon Huang in distress. While some experts consider him irreplaceable, pressure is growing on Wall Street - and the stock collapses premarket.

Nvidia boss Jensen Huang is under massive pressure after reports of an alleged affair with a Chinese spy. In an interview with ntv, stock market expert Ascan Iredi described the situation as “embarrassing for him”. The head of portfolio management at Pluto Vermögensverwaltung emphasized that Huang had made a huge contribution to building the company and was an excellent manager and a lighthouse in the industry. Nevertheless, the incident is a massive setback - especially because of the constant risk that competitors in China could copy sensitive individual products.

However, it is questionable whether this breach of trust will also have personnel consequences: Iredi points out that expulsion is actually not possible, "because it is his company." However, the pressure from shareholders is now noticeable.

Huang is both one of the longest-serving and one of the most powerful executives in Silicon Valley. He co-founded Nvidia in 1993 and is still the largest individual shareholder with around 3.4 percent of the outstanding shares. He is one of eleven members of the company's board. But unlike some other tech companies, Nvidia doesn't have a dual share structure that would give Huang excessive control of the board.

If Huang is no longer willing to lead the company, the company will face a problem: According to analysts at Bernstein, Nvidia has no immediately obvious successors. "Nvidia is not an ordinary company and Jensen is not an ordinary CEO; he IS NVIDIA," they wrote in a comment.

Gary Black from the Future Fund emphasizes that this irreplaceability of personnel does not automatically protect the boss. He doubts whether Huang can be retained as CEO. "Even though Huang has not committed a criminal offense or a civil tort, his code of conduct and judgment will be questioned," he wrote in a post on He doesn't see any long-term reduction in value. "But many portfolio managers will reduce their Nvidia holdings in the coming weeks due to the uncertainty about who could succeed Jensen as NVDA CEO," he is certain.

After admitting the affair, Donald Trump supported Huang. “I just know that he is a fine person,” the US President told reporters on Sunday evening. "I think he probably has an excuse for it." The Nvidia boss has rendered a service to the country.

The company has now launched an investigation. Nvidia's board of directors said that while there is currently no reason to believe that Nvidia's trade secrets or U.S. national security have been compromised, the investigation will pursue all available information. The committee continues to have confidence in Huang and his management team.

Given Huang's central role in Nvidia's success and the overall AI investment story, even speculation about executive uncertainty could unsettle investors, the trade said. The shares of the AI ​​model company are under strong pressure before the market and are losing almost 5 percent.