Alleged Jensen Huang Exit from Nvidia: Three Risks for the Chipmaker and Global AI Industry

The article argues that the reported controversy surrounding Nvidia CEO Jensen Huang could have far-reaching consequences for corporate governance, US-China semiconductor trade and Nvidia's technological leadership.

1. Corporate Governance: Founder Vulnerability

· Jensen Huang founded Nvidia 33 years ago and transformed it into a trillion-dollar technology giant.

· According to the article, Huang holds only a single-digit percentage of Nvidia's shares and voting rights.

· Nvidia has a single-class share structure, unlike Meta, where Mark Zuckerberg enjoys enhanced voting rights.

· Nvidia's 11-member board can reportedly remove the CEO with a six-vote majority.

· The article claims that the board's decision demonstrates how founders without controlling voting rights can become vulnerable despite building the company.

· It alleges that the board withdrew its support within four days, leaving Huang without even a board seat.

2. US-China Technology Trade: Threat to Nvidia's China Business

· Huang had personally played an important role in lobbying Washington to secure permission for Nvidia to sell specially designed AI chips to China.

· His departure could create a lobbying vacuum.

· US lawmakers are reportedly seeking stricter restrictions on advanced AI chip exports to China through the National Defense Authorization Act (NDAA).

· The article argues that Nvidia's ability to supply customised AI chips to China could be severely restricted.

· An interim CFO or successor CEO may find it difficult to replace Huang's political and diplomatic influence.

3. Nvidia Faces an Intel-like Leadership Crisis

· The article compares Nvidia's alleged leadership crisis with Intel's CEO departure in 2018.

· It draws a distinction between:

o McDonald's (2019): CEO Steve Easterbrook was removed, but the company continued performing well.

o Intel (2018): CEO Brian Krzanich's departure was followed by leadership uncertainty and technological challenges.

· It argues that Nvidia is particularly dependent on Huang's technological vision and leadership.

· Interim CFO Colette Kress could face difficult questions from investors regarding:

o Appointment of a permanent technology-oriented CEO.

o Future quarterly revenue and earnings guidance.

o Confidence of major customers such as Microsoft and Meta.

4. November 17: Critical Earnings Announcement

· Nvidia's Q3 earnings announcement scheduled for 17 November 2026 is presented as a major test.

· Investors will closely examine:

o Whether the company maintains its growth outlook.

o Whether leadership uncertainty affects business confidence.

o Whether major customers remain committed to Nvidia's AI technology.

o Whether the company can maintain its technological leadership.

5. Prospects of Jensen Huang's Return

· The article dismisses the possibility of Huang returning to Nvidia.

· It argues that a national-security-related investigation could make his comeback difficult.

· Despite reportedly strong employee support and his position as the fourth-largest shareholder, his influence may not be sufficient to restore his leadership.

Overall Assessment

The article identifies three potential risks arising from Nvidia's alleged leadership upheaval:

1. Corporate governance risk: Founders without controlling voting rights can be removed by their boards.

2. Geopolitical risk: Nvidia could lose an influential advocate in Washington, jeopardising its China chip business.

3. Technology leadership risk: Dependence on one visionary founder could expose the company to strategic uncertainty.

Important: This is a summary of the supplied article's claims and allegations. The reported removal of Jensen Huang and the associated investigation should be independently verified; they are not established facts merely by this article.

[ABS News Service/14.11.2026]

The whole internet is fixated on how many people the old man slept with, but what really sends chills down Wall Street’s spine has nothing to do with what’s in his pants. It’s the three brutal truths exposed by this black swan event: $NVDA

The first truth: Why did the board dare to kick Silicon Valley’s only “creator” out the door within 96 hours?

Many people can’t wrap their heads around it: Jensen founded Nvidia 33 years ago and turned a tiny graphics card workshop into a trillion-dollar empire. How can they just kick him out like that? Take a look at Nvidia’s corporate charter and you’ll understand—Jensen fell victim to his own “modern corporate virtues.”

Nvidia has no Class A/Class B shares (dual-class share structure), and Jensen holds only a single-digit percentage of the shares and voting rights. Under the charter, the board has 11 directors, and just 6 votes are enough to remove the CEO outright, without even needing a reason.

Compare that with Meta next door: Zuckerberg clings tightly to super-voting rights. If the same scandal had happened to Zuck, the board wouldn’t have been able to touch even a hair on his head.

When a founder doesn’t set up a dual-class share structure, it’s called “the virtue of transparent governance” when things are going smoothly. But when trouble hits, it becomes the “Achilles’ heel” that someone can exploit to deliver a killing blow. On November 8, the board was still declaring “complete trust.” Four days later, they passed a 6-vote majority to cut him off at the root, not even leaving him a board seat.

The second truth: With Jensen out, the first to lose its supply may be China’s AI computing power.

Many people are still guessing who will take over (and let me debunk a rumor while I’m at it: Jay Puri, who was all over the internet yesterday, retired back in June. Stop spreading that fake story—there isn’t even an 8-K filing). But for the Chinese-speaking community, the real fatal hidden danger lies in Washington.

Over the past few years, the person who did most of the lobbying back and forth in Washington under enormous political pressure, prying open cracks in restrictions on chip sales to China, was Jensen himself.

Now that he’s down, Congress is seizing the opportunity to push for a set of extremely stringent restrictions on advanced AI chip exports to be inserted into this year’s National Defense Authorization Act (NDAA).

The lobbying vacuum Jensen leaves behind is something interim CFO Kress can’t fill, and the future CEO will be even less willing to touch it. My personal assessment: Under the shadow of a national security investigation, Nvidia’s window for supplying China with specially tailored chips will most likely be welded shut for good.

The third truth: Nvidia is sliding toward its “2018 Intel moment.”

Over the past decade, two giants in the U.S. stock market replaced their CEOs over workplace personal lives, with wildly different outcomes:

· In 2019, McDonald’s ousted Easterbrook, and the stock still rose—because selling burgers doesn’t require faith in technology. Anyone can run the company.

· In 2018, Intel ousted Krzanich and had the CFO step in temporarily. The result was a collapse along its technology roadmap, and it missed the entire mobile and AI era.

Unfortunately, Nvidia is an even more extreme “technology dictatorship” than Intel.

Five days from now (November 17) is Q3 earnings night—the first night without Jensen. Kress, with a purely financial background, will have to face Wall Street’s grilling alone:

When can the board choose a leader who understands technology?

After losing its soul, will the company lower its guidance for next quarter?

Have major customers like Microsoft and Meta started to waver?

Some people are asking whether Jensen will make a comeback like Jobs in 1997 or Altman last year.

Don’t even dream about it.

Even if Reuters says the vast majority of employees want him to stay, even if he’s still the fourth-largest shareholder, this time, with a national security-related investigation hanging over him, the nature of the situation has changed completely.

The leather jacket is being put away. The era when one man decided the direction of global computing power is truly over. Fasten your seat belts for earnings night on November 17.