Nvidia CEO Jensen Huang is perhaps the most indispensable figure in the tech world. He has tied himself to the artificial intelligence boom more than anyone and made himself into a one-man executive suite such that it’s almost impossible to imagine Nvidia without him.

And yet, as details of Huang’s extramarital affair with an alleged Chinese government spy who may have ciphoned off trade secrets continue to come out, the impossible requires more consideration. After all, we’ve gone from Huang being the victim of a honeypot scheme to having an affair with a straight-up Chinese security asset to questions about just how much Huang knew about Megaspeed, the firm his mistress was an executive for, allegedly circumventing US sanctions to acquire Nvidia chips—and just how much the US government knew about Huang’s compromising situation.

The situation is bad enough that the Nvidia board is launching an investigation into the matter, and while it still seems extremely likely that it turns up nothing that would disqualify its CEO from running the show—it has already stated that it has no reason to believe trade secrets or national security were compromised by his actions, per the Wall Street Journal—it does seem like there is at least enough there there to make people wonder if Huang will survive the inquisition.

One of those people is Dan Ives, a high-profile analyst and one of the market’s most prominent tech bulls. In a recent post on Twitter , the tech booster had a rare bearish proclamation, suggesting that there is a 15% chance that Huang gets ousted as the head of the firm that he’s ruled over for decades.

Source link