Source time Edition date
Nvidia is reportedly preparing to fire Jensen Huang
据报道英伟达准备解雇黄仁勋
Nvidia's board must weigh Huang's reported conduct against the risk of removing the CEO who defines its AI chip strategy, so investors and employees should read for how that decision lands.
Judgment
Nvidia's board members must decide whether to move on press reports before Wachtell's review produces findings — weighing a same-day dismissal of Jensen Huang against removing the CEO who defines the company's AI chip roadmap.
Basis
The New York Times reported a second alleged affair, with Kimberly Powell, Nvidia's vice president of health care, who reports to Huang; the Times cited two unnamed sources and said it has not seen the video. The Wall Street Journal reported the board will meet as soon as today to decide Huang's future. That follows his admission of a separate relationship with Alice Huang, alleged to be a spy, and Nvidia's retention of former US attorney Joon H. Kim and Wachtell, Lipton, Rosen & Katz. Nvidia's stock fell more than 7 percent in after-hours trading Wednesday. The mechanism: waiting for Kim's findings shields the board from acting on unverified allegations, but each day Huang remains ties the CEO's tenure to a relationship inside his own reporting line that the board is already examining.
- NYT reportprompts
- Board meetingacts before
- Wachtell review
Unclear The source does not say how the board would vote, whether Powell faces any action, or who would run Nvidia in the interim.
Next Watch for an Nvidia statement or SEC filing after today's meeting that names Huang's status or an interim CEO.