Nvidia may lose Jensen Huang. The repercussions reach far beyond chips.

Jensen Huang, the co-founder and CEO of Nvidia, may soon lose his position as the company's leadership is being shaken by a scandal involving an affair with one of his top executives. This revelation comes after a report from the New York Times, citing five sources, that Huang had an extramarital relationship with Kimberly Powell, Nvidia's vice president of healthcare.

This is not the first time Huang has been accused of infidelity – the first incident involved his wife of over 40 years, Lori. Meanwhile, Alice Huang, an executive for Megaspeed, was reportedly passing information to Beijing, according to US intelligence officials.

The news has sent shockwaves through the tech industry, as Nvidia's board, already planning an investigation into Huang, is now preparing to remove him from his position. Prediction markets had previously given Huang a low chance of leaving before the end of 2026, but now, the odds of his departure are shifting from "if" to "when."

Experts are speculating on the potential impact of Huang's departure, with some predicting a 30% drop in Nvidia's stock price and others suggesting that the board may need to look outside their ranks to find a suitable successor.

The scandal could have broader implications beyond Nvidia, potentially destabilizing the AI landscape and affecting other tech giants. Some industry leaders, like Elon Musk, have expressed interest in hiring Huang if he were to be removed from the company. Additionally, the incident could create uncertainty in the market as investors weigh the potential disruptions caused by Huang's departure against the resilience of the broader market.