The David Lin Report Jensen Huang RESIGNS After Second Affair: Nvidia's $855B Wipeout, What Next?
Nov 15, 2026
Jensen Huang’s sudden resignation sends Nvidia into turmoil, with a board investigation, leadership uncertainty, and an $855 billion market-value wipeout. Allegations involving espionage and chip diversions bring congressional and Justice Department scrutiny. Meanwhile, CoreWeave reports explosive AI revenue growth while taking on massive debt, raising questions about how the infrastructure boom is being financed.
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Why Jensen Huang Left NVIDIA
- Jensen Huang’s reported resignation followed allegations involving two relationships and triggered a sharp leadership crisis at NVIDIA.
- The second report named healthcare executive Kimberly Powell, while earlier coverage involved Alice Huang and alleged Chinese intelligence ties that China denied.
NVIDIA’s Board Reversed Course In Days
- Huang apologized to employees while reaffirming his commitment to NVIDIA, but the board soon escalated its response.
- Within days, directors hired former acting U.S. attorney June Kim and Wachtell Lipton before accepting his resignation.
NVIDIA Uses Its CFO For Leadership Continuity
- CFO Colette Kress became interim CEO while retaining her finance role, giving NVIDIA continuity during an unusually disruptive transition.
- New chairman Harvey Jones said operations, customer commitments, and the product roadmap would continue without interruption.