Nvidia board weighs removing CEO Jensen Huang over reported affairs

The board of Nvidia, the American chip company, is getting ready to remove chief executive Jensen Huang, according to a Wall Street Journal report relayed by Israeli and English-language outlets late on Wednesday. The Times of Israel, citing the Journal, said the paper attributed the move to two extramarital affairs, one of them with a woman suspected of spying for China, and that its information came from people familiar with the matter.

Hours earlier, the New York Times had reported that Huang had an affair with an executive at the company who was under his authority. The foreign desk of N12, the Israeli news channel, summarised that report as describing a relationship with a senior woman at Nvidia who reported to him, and said it came on top of earlier revelations about his connection to a Chinese spy. Ynet, the news site of the Israeli daily Yedioth Ahronoth, carried a brief alert citing reports in the United States that Huang had an affair with an employee and that the board was preparing to oust him.

Two newspapers, two separate claims

The reports draw on two different American publications, and they do not make identical claims. The New York Times story, as described by N12 and The Times of Israel, concerns a single relationship between Huang and a subordinate executive. The Wall Street Journal story goes further: it speaks of two affairs, links one of them to a suspected Chinese intelligence operative, and says the board is moving toward his removal.

None of the Israeli outlets reported the original articles in full, and none has independently confirmed either account. Everything known so far about the relationships, and about the board's plans, rests on what the two American papers attributed to unnamed people familiar with the situation.

When the board could act

The outlets give slightly different pictures of the timing. The Times of Israel wrote that, according to the Journal, directors were preparing to convene as early as Wednesday to settle Huang's future. N12 said the board would discuss his dismissal and might reach a decision the same day.

N12 also tied the board's deliberations to a sharp fall in Nvidia's share price. The Times of Israel item did not mention the stock, and no outlet gave a figure for the decline.

How a board removes a chief executive

At a publicly traded American company, the chief executive answers to a board of directors, which is elected by shareholders and has the authority to hire and fire the person running the business. Relationships between senior executives and the people who report to them are a recurring issue in corporate governance, because of the power imbalance involved and the potential for conflicts of interest. A security dimension, such as the suspected espionage link described in the Journal's reporting, would add a separate layer of concern for a company whose technology is commercially and strategically sensitive.

The reports do not say whether Nvidia has a specific policy on such relationships or whether any policy was breached.

Huang's recent public profile

Huang has remained a highly visible figure for the company. A photograph published with The Times of Israel item shows him delivering the keynote address at Nvidia's GTC event in Berlin on October 21, 2026, weeks before the reports emerged.

N12's description of the case as Huang becoming entangled "again" indicates that the suspected spy connection had already been in the news before the New York Times report. The Israeli outlets did not set out the details of that earlier story.

Why Israeli outlets are following it

The story ran as breaking news on the alert channels of two of Israel's largest news organisations and on The Times of Israel's live blog, reflecting the attention Israeli audiences pay to major developments in the global technology industry. None of the reports discussed any specific Israeli angle to the case.

What the reports do not say

• Neither Nvidia nor Huang has been quoted responding to the allegations in any of the reports.
• The women involved are not named, and the reports give no detail on the basis for describing one of them as a suspected Chinese spy.
• No outlet has reported whether the board has met or what it decided.
• The size of the drop in Nvidia's share price, mentioned by N12, was not given.