I think ousting a CEO for having affairs at work or outside of it is a silly practice of virtue-signalling by corporations which hide much shadier practices from the spotlight.
All employees should be evaluated on their performance, not personal conduct, for as long as it does not negatively impact that performance.
They could be reprimanded, disciplined, sanctioned, but why should they be axed if they are doing an otherwise stellar job?
Getting rid of Jensen Huang, the maverick founder and CEO of the world's leading hardware manufacturer of the AI era, is a suicidal move for Nvidia, even as details of a third affair are currently emerging in the news.
Frankly speaking, I wouldn't care if Jensen Huang organised gangbang parties in his office, snorting coke from butt cheeks of his coworkers, as long as his company was churning out the best GPUs in the world, raking in billions of dollars and putting it among the most valuable businesses in the world.
Who are we to judge what makes the best people perform best at what they do?
I've never heard of a football club sacking a player for having an affair. Should an acclaimed surgeon be sacked because he was caught having sex with a nurse? Should a Michelin-star chef be booted for banging waitresses on the side?
I'm not saying this behaviour should be permitted, but it would be absurd to eliminate a key person in any organisation over something that had nothing to do with his performance.
Which is why, in Jensen Huang's case, it's not his zipper we should examine, but his mouth.
I've always thought that he was way too dismissive of the Chinese threat, way too eager to sell his products to China.
I found it curious not only due to the impact it could have on the US or the world, but Nvidia itself. Many foreign companies have gone into China, only to eventually learn they have been willingly – and naively – raising their ultimate successors. Chinese businesses are notorious for absorbing every ounce of knowledge they can from a foreign investor, before they dump him on the side of the road.
With or without trade restrictions, China has no interest in depending on a foreign company – let alone American one – for cutting edge technology. It wants to learn how to replicate it and then dominate the market on its own.
Meanwhile, Nvidia's CEO has repeatedly played down these risks:
- In May 2025 he said that "all export control was a failure" and that "China will develop AI regardless of American restrictions".
- In November of the same year, he told the Financial Times that "China is going to win the AI race".
- In May 2026, he warned that the restrictions had backfired and that "Conceding an entire market the size of China probably does not make a lot of strategic sense."
- And just in October, he stated that Nvidia could be of great service to the Chinese market.
Now, on the face of it, it could have just been remarks of a CEO gunning for access to a rich, hungry market, which he could sell billions worth of equipment to (extracting even higher prices than today, given the persistent shortages of all necessary components).
At the same time, however, these statements sound like they could have been taken out of a speech written in Beijing.
Which is doubly concerning, because they aren't objectively true – and Jensen Huang must have been perfectly aware of that.
China may be investing heavily in domestic chip development, but it has far too many hurdles to clear before it could realistically compete with foreign made hardware – unless, of course, Jensen was saying that his own products aren't really all that special.
Chinese foundries have no access to EUV lithography, which means they cannot develop or manufacture chips that are anywhere near the same league as those produced by TSMC.
Even if they have closed some of the gaps by using clever workarounds and maximising the output from DUV machinery which they do have access to, the inefficiencies are bound to appear elsewhere – in efficiency, power usage, cooling or space.
So, claiming that China could or would develop AI solutions comparable to American foundational models relying on millions of Nvidia cards, sounds like a shameless manipulation.
Because it would be hard to imagine a big business CEO scoring such a terrible own goal – effectively saying that China could match what his company makes, even though it is badly hamstrung in several critical ways.
Who needs Nvidia? Who needs TSMC? Who needs ASML? If China can match all three without access to their cutting edge tech.
And because that cannot be true, we have to start questioning Jensen's motives, in light of his affair with a Chinese spy, as well as the ongoing investigation into Supermicro, another company which allegedly smuggled billions worth of Nvidia equipment to China, using fake intermediaries set up in Southeast Asia.
Supremicro's CEO and co-founder Charles Liang is a longtime friend of Jensen, with their relationship going all the way back to early 1990s.
Although Liang hasn't been charged in the smuggling case – his business partner and two other workers have – the extremely close connection to Huang raises questions, now that we know of a similar Megaspeed affair.
The dates are troubling too. Jensen met Alice Huang of Megaspeed some time in early 2024, if not 2023 (the exact dates have not been established).
By the end of 2024 the company went from US$33 million to US$3 billion in assets, indirectly financed by Alibaba, to build datacenters in Malaysia, which then allowed the Chinese giant to use Nvidia hardware remotely, circumventing US export restrictions.
The question is: was it possible for Jensen to have been unaware of such a scheme, while he was in a relationship with a woman representing the company that acquired billions in Nvidia equipment?
How much did he know? How much of that did he approve? Was he a willing participant, a gullible fuckboy or someone who simply looked the other way? Those are the really important questions that he needs to answer.
It's really irrelevant if he cheated on his wife with a foreign spy. What we need to know is if he cheated on his company – and his country – with Xi Jinping.
