WSJ reports Nvidia board preparing to oust Jensen Huang; critics cite lack of evidence
PTrubey · x · 2026-11-12
WSJ reports Nvidia's board is preparing to oust CEO Jensen Huang over an investigation into affairs, one involving a woman alleged to be a Chinese spy, with a meeting possibly as soon as Wednesday.
PTrubey argues the article presents no real evidence beyond boilerplate and calls the headline sensationalistic. He contends Jensen is Nvidia: in 2006, when AI was on no one's radar, Huang put CUDA on all graphics chips at great cost — boosting costs 50% at 35% gross margins, with market cap falling to $1.5B. With AI still in its early days, firing him now would be no less momentous than firing Elon Musk and would amount to throwing away the company.
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