The Chinese honeypot and affair with the married VP is only the tip of the scandal.
He’s been tied to allegations of supplying chips to China in violation of export controls. Possibly 20% of NVIDIAs earnings in the last few years may be attributed to these sales. Without protection from Trump he could be looking at jail time.
This is bigger than people realize with out Jensen, the circular financing that has pumped the AI boom is going away. NVIDIA has underwritten a lot of deals and funding for Anthropic, Oracle, ChatGPT, etc. There may not be an appetite to support this kind of financing with the next exec.
This could be the first domino in a chain that could wipe out this AI bubble we are in.
That’s just how CEOs get fired, they want him gone and they want it done cleanly and he probably wants to keep some of his company shares. The alternative is he hangs around and he gets fired for real which is of no benefit to him.
Yes, but this is way too fast and way too clean for 2026. I’m too far past even not wanting to know, and I’ve circled back to “my spidey bullshit-sense is tingling”. Like I bet it full on implicates some much darker cancer.
Also, Nvidia isn’t just some job to him, this is entirely his baby. He founded Nvidia and ate 3dfx. You think the shame of having one affair… Two affairs… Three affairs… Is gonna shock him and set him straight and make him abandon ship?
Nahh… It smells wayyy too off to me. He’s protecting something with a self sacrifice, not with shame or ethics. And I don’t think it’s just “Nvidia’s CEO is a cheater”. Like, I could be wrong, and I’d love to be. But, in 2026, we now know that people who are rich and powerful don’t just play by the rules and do the good, right things anymore. There’s some deeper shenanigans here, I can smell it.
Also, like, the affairs and one of them very clearly bypassing export controls were… well known about? Maybe not super publicly known or publicized, but it wasn’t a deeply held secret. Anyone who got curious and did 20 minutes of searching could find out about it.
This is very obviously a public excuse to remove him because they don’t want to publicly explain the real reasons. Even the chip smuggling thing is probably an excuse.
If I had to guess at the real reason, it’s because they see a collapse in demand for their chips coming, and ether cooler heads are pissed because his circular financing and other shenanigans have made this worse for Nvidia than it otherwise would have been, or hotter heads are pissed that he’s not willing to go even harder on shenanigans to keep things going longer.
Nobody in his position turns tail like that, that quickly unless they have something serious they’re afraid of.
The Chinese honeypot and affair with the married VP is only the tip of the scandal.
He’s been tied to allegations of supplying chips to China in violation of export controls. Possibly 20% of NVIDIAs earnings in the last few years may be attributed to these sales. Without protection from Trump he could be looking at jail time.
This is bigger than people realize with out Jensen, the circular financing that has pumped the AI boom is going away. NVIDIA has underwritten a lot of deals and funding for Anthropic, Oracle, ChatGPT, etc. There may not be an appetite to support this kind of financing with the next exec.
This could be the first domino in a chain that could wipe out this AI bubble we are in.
He’s too rich to fail bud… accountability is for poor people
He was probably getting fired by the board otherwise, and I’m just guessing but there is probably a bigger penalty for being fired than stepping down.
That, and possibly a whole slew of other, more fucked up behavior, possibly also dragging others, and possibly the entire company down
That’s just how CEOs get fired, they want him gone and they want it done cleanly and he probably wants to keep some of his company shares. The alternative is he hangs around and he gets fired for real which is of no benefit to him.
(Conspiracy theory:)
Yes, but this is way too fast and way too clean for 2026. I’m too far past even not wanting to know, and I’ve circled back to “my spidey bullshit-sense is tingling”. Like I bet it full on implicates some much darker cancer.
Also, Nvidia isn’t just some job to him, this is entirely his baby. He founded Nvidia and ate 3dfx. You think the shame of having one affair… Two affairs… Three affairs… Is gonna shock him and set him straight and make him abandon ship?
Nahh… It smells wayyy too off to me. He’s protecting something with a self sacrifice, not with shame or ethics. And I don’t think it’s just “Nvidia’s CEO is a cheater”. Like, I could be wrong, and I’d love to be. But, in 2026, we now know that people who are rich and powerful don’t just play by the rules and do the good, right things anymore. There’s some deeper shenanigans here, I can smell it.
Also, like, the affairs and one of them very clearly bypassing export controls were… well known about? Maybe not super publicly known or publicized, but it wasn’t a deeply held secret. Anyone who got curious and did 20 minutes of searching could find out about it.
This is very obviously a public excuse to remove him because they don’t want to publicly explain the real reasons. Even the chip smuggling thing is probably an excuse.
If I had to guess at the real reason, it’s because they see a collapse in demand for their chips coming, and ether cooler heads are pissed because his circular financing and other shenanigans have made this worse for Nvidia than it otherwise would have been, or hotter heads are pissed that he’s not willing to go even harder on shenanigans to keep things going longer.
He must oppose a major decision. The chips are already used for killer drones so it must be something even darker.
could be opposing a major decision, or could be that he made a big bet on something and it fell through and they’re pissed over that.
If it is opposing a decision, It could be something very mundane to normal people but catastrophic in the minds of shareholders.